Large-firm, wealth management 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.
When you're managing multiple financial goals and assets, you need an advisor who can balance growth, income, and risk in a way that fits your life. Without focused wealth management, it's easy to overlook how your investments, taxes, and estate plans interact, which can reduce your overall financial security.
- Integrated goal planning. Look for advisors who connect your short-term needs with long-term wealth preservation, not just investment returns.
- Tax-aware strategies. Confirm how they incorporate tax implications into your portfolio decisions to avoid unexpected liabilities.
- Estate and succession insight. Especially in Kansas, ask how they handle agricultural land or family business transitions as part of your wealth plan.
- Large-firm resources. These advisors often have access to broader research and specialized teams, which can support complex wealth management needs.
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 at RBC Capital Markets in Leawood, KS, offers wealth management services with expertise in tax-loss harvesting, ESG investing, and concentrated stock management, suitable for clients balancing complex financial goals. Her firm’s large-firm resources and flat-fee options, combined with her seven years of experience and focus on executives and business owners, distinguish her from other advisors in Kansas.
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 offers wealth management services in Prairie Village, KS, backed by 13 years of experience and CFP®, ChFC®, and Series 66 credentials. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he provides access to extensive resources and a broad client base, with a fee structure up to 1.35% annually, distinguishing him from smaller local advisors.
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 wealth management, tax-loss harvesting, and retirement income strategy make him well-suited for managing complex financial goals in Kansas. Affiliated with Commonwealth Financial Network, a large firm offering extensive resources and flat-fee consulting options, he also serves business owners and executives, providing a broad range of services compared to other advisors in the area.
Experience: 19 years
Avg account: $568,323
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Luke S
CFP®, Series 66
Overland Park, KS
Cetera
Luke Scott offers wealth management expertise in Overland Park, KS, backed by 16 years of experience and CFP® certification, making him well-suited for clients seeking integrated financial planning. His affiliation with Cetera, a large firm with extensive resources and a broad institutional platform, complements his flat-fee and hourly consulting options, appealing to high earners and those approaching retirement.
Experience: 16 years
Avg account: $306,089
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Thomas S
Series 63, Series 65
Leawood, KS
Raymond James & Associates
Thomas Saunders Jr. offers wealth management expertise within a large firm setting in Kansas, leveraging 47 years of experience and Series 63 and 65 licenses. His firm, Raymond James & Associates, serves a diverse client base with tailored financial plans and non-discretionary advisory services, distinguishing him with a flat-fee structure and a background including Morgan Stanley Private Bank roles.
Experience: 47 years
Avg account: $788,879
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