Top financial advisors in Manhattan, KS
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.
You might need a financial advisor in Manhattan, KS if you're managing agricultural land or planning to pass down a family business. Without expertise in these areas, advisors can overlook key succession details that affect your long-term financial security.
- Agricultural land insight. Confirm how they handle land valuation and tax implications specific to farming properties.
- Family business succession. Ask about their approach to transferring ownership while minimizing family conflicts and tax burdens.
- Local market knowledge. Advisors familiar with Manhattan's economic landscape can better align strategies with regional opportunities and challenges.
- Experience with rural finances. Ensure they understand the unique cash flow and asset management needs common in rural settings.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kirk D
Series 66
Manhattan, KS
Bankers Life Advisory Services, Inc.
Kirk Duensing offers wealth management services in Manhattan, KS, with eight years of experience and a Series 66 designation, making him capable of addressing financial needs related to agricultural land and family business succession. Affiliated with Bankers Life Advisory Services, a large firm focusing on customized asset allocation and tax efficiency, he serves mass-affluent and high-net-worth clients with negotiable fees and a blend of fundamental and technical investment analysis.
Experience: 8 years
Avg account: $172,460
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James B
Series 66
Manhattan, KS
Ameriprise
James Bradley offers extensive experience in retirement income strategy and Social Security optimization, making him well-suited for clients approaching retirement in Manhattan, KS. His affiliation with Ameriprise, a large firm known for structured, research-driven planning and a 0.15% AUM fee, distinguishes him from others by providing algorithm-supported, tax-efficient withdrawal strategies tailored to substantial investable assets.
Experience: 25 years
Avg account: $471,167
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Willie T
Series 66
Manhattan, KS
Independent Financial Group, LLC
Willie Thomas II offers financial advisory services in Manhattan, KS, with expertise in wealth management, active portfolio management, and retirement plans for business owners, which can support managing agricultural land and family business succession. His firm, Independent Financial Group, LLC, is a large dual-registered broker-dealer and SEC-registered adviser managing $11.3 billion, providing access to diverse advisory programs and flat-fee options, distinguishing him from smaller local advisors.
Experience: 2 years
Avg account: $474,424
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Kelly S
Series 66
Manhattan, KS
Edward Jones
Kelly Smith offers expertise in multi-generational wealth transfer and tax-loss harvesting, which are crucial for managing family business succession and agricultural land in Manhattan, KS. Affiliated with Edward Jones, a large full-service wealth management firm, Smith provides access to extensive resources and a nationwide advisor network, supporting clients with up to 1.35% annual program fees and tailored wealth management strategies.
Experience: 1 year
Avg account: $246,728
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Clinton S
CFP®, Series 66
Manhattan, KS
IHT Wealth Management LLC
Clinton Sandmann's 18 years of experience and CFP® certification equip him to address complex financial needs in Manhattan, KS, including tax-loss harvesting and concentrated stock management relevant to agricultural land and family business succession. His firm offers flat-fee financial planning and serves diverse clients with a mix of fundamental and quantitative investment strategies, distinguishing him from advisors with narrower focuses or different fee structures.
Experience: 18 years
Avg account: $282,075
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