Top cash flow / budgeting financial advisors in Manhattan, KS

Kirk Duensing is a financial advisor with Bankers Life Advisory Services, Inc. in Manhattan, KS, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Bankers Life Securities, Delta Dental of Kansas, Coventry/Aetna, United Healthcare, Humana, and Bankers Life and Casualty Company. He is also an agent with Bankers Life and Casualty. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis for security selection and portfolio adjustments.

James Bradley is a financial advisor with Ameriprise in Manhattan, KS, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written Recommendation Reports and ongoing annual planning advice focused on income sources and tax-aware withdrawal strategies.

Willie Thomas II is a financial advisor at Independent Financial Group, LLC with two years of industry experience. He holds a Series 66 designation and has prior work experience in the automotive sector. Outside of financial advising, he serves as an assistant coach for a middle school football team. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party managers, managing approximately $11.3 billion in regulatory assets.

Kelly Smith is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Before joining Edward Jones, Smith worked at Rocket Online School as an administrative assistant. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs supported by a nationwide network of over 23,000 financial advisors.

Clinton Sandmann is a CFP® professional with 18 years of industry experience, currently serving at IHT Wealth Management LLC. He has previously worked with WCG Wealth Advisors, LLC, V Wealth Management, LLC, and Stewart Advisory Services, LLC. Sandmann is also involved in managing an insurance and annuity company and owns KlickSand, LLC for accounting purposes. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm utilizes a blend of fundamental stock selection and quantitative tools across diversified portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisors.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.