Top financial advisors in Kansas
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
Choosing the right financial advisor in Kansas means focusing on whether they understand the specific work you need, not just picking from a large list. A common mistake is hiring an advisor recommended by someone else, only to find out later they don't handle your particular financial concerns.
- Match on the actual work. Ask what a typical day looks like for the advisor. If your needs involve agricultural land or family business succession, make sure they have experience with those topics.
- Fee model fit. Advisors may charge flat fees, hourly rates, or a percentage of assets managed. Understand how they get paid to see if it aligns with your preferences.
- Continuity risk. If the advisor works alone, ask about their plan if they retire or leave. In larger firms, find out who else on the team would be familiar with your situation.
- In-person vs. remote. Consider whether you prefer meetings face-to-face or if you're comfortable working with someone remotely, especially if your needs are complex.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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April E
Series 63, Series 66
Leawood, KS
RBC Capital Markets
April Emeola in Leawood, KS, offers expertise in tax-loss harvesting, ESG investing, and concentrated stock management, suitable for clients focused on wealth management and approaching retirement. Working with RBC Capital Markets, a large firm providing discretionary portfolio management and flexible flat-fee options, she supports a diverse client base including executives and business owners, distinguishing her from advisors with smaller practices or different fee structures.
Experience: 7 years
Avg account: $1,017,425
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Justin S
CFP®, ChFC®, Series 66
Prairie Village, KS
Edward Jones
Justin Scicluna's 13 years of experience and CFP® certification equip him to address retirement income strategy and estate planning needs in Kansas. As part of Edward Jones, a large firm managing over $1 trillion in assets with more than 23,700 advisors, he offers a comprehensive wealth management approach with an asset-based fee up to 1.35%, suitable for clients seeking established firm resources and diverse advisory programs.
Experience: 13 years
Avg account: $246,728
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Norman G
Series 65, Series 66
Overland Park, KS
Commonwealth Financial Network
Norman Grant's 19 years of experience and expertise in passive and active portfolio management, tax-loss harvesting, and retirement income strategy make him well-suited for financial needs in Kansas. Operating within Commonwealth Financial Network, a large firm offering flat-fee consulting and a broad range of advisory programs, he provides both personalized service and access to extensive resources, distinguishing him from advisors in smaller practices.
Experience: 19 years
Avg account: $568,323
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David W
Series 63, Series 65
Overland Park, KS
TFB Advisors, LLC
David Wentz in Overland Park, KS, specializes in retirement plans for business owners and real estate investing, supported by 34 years of experience and Series 63 and 65 licenses. His firm, TFB Advisors, offers flat-fee financial planning and manages nearly $860 million in assets, providing a team-based approach that contrasts with solo practitioners and suits clients seeking comprehensive retirement and investment strategies.
Experience: 35 years
Avg account: $601,761
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Phillip R
CFP®, Series 63, Series 65
Lawrence, KS
Rademacher Financial, Inc.
Phillip Rademacher's extensive 34 years of experience and CFP® certification equip him to address complex financial needs in Kansas, including business succession planning and retirement plans for business owners. Operating independently with a flat-fee structure, his firm offers discretionary portfolio management and retirement plan consulting, distinguishing him from others by focusing on personalized, typically discretionary investment strategies and participant education.
Experience: 34 years
Avg account: $568,489
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