Top wealth management 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 seek a wealth management advisor when you're juggling multiple financial goals like saving for retirement, managing investments, and planning for family needs. Without focused guidance, it's easy to overlook how these goals interact, leading to missed opportunities or conflicting strategies.
- Holistic financial view. Look for advisors who consider your entire financial picture, not just isolated accounts or goals.
- Succession planning insight. In rural areas like Manhattan, KS, ask how they handle agricultural land and family business transitions.
- Investment alignment. Confirm they tailor investment choices to your risk tolerance and long-term objectives, not just market trends.
- Fee structure clarity. Understand how their fees work and how that might affect your overall returns and service level.
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 complex financial goals. Affiliated with Bankers Life Advisory Services, Inc., a large firm serving mass-affluent and high-net-worth clients, he provides discretionary portfolio management with a focus on customized asset allocation and tax efficiency, charging negotiable fees based on assets under management.
Experience: 8 years
Avg account: $172,460
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John M
Series 66
Manhattan, KS
First Command Advisory Services
John Mears specializes in wealth management with expertise in passive and active portfolio management, tax-loss harvesting, and serves mid-career professionals in Manhattan, KS. His affiliation with First Command Advisory Services, a large firm offering integrated financial planning and discretionary asset management, distinguishes him by providing a multi-service platform and structured year-long planning engagements with a 1.30% AUM fee.
Experience: 6 years
Avg account: $214,697
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Willie T
Series 66
Manhattan, KS
Independent Financial Group, LLC
Willie Thomas II offers wealth management services in Manhattan, KS, with expertise in passive and active portfolio management, private investments, and retirement plans for business owners. His firm, Independent Financial Group, LLC, is a large dual-registered broker-dealer and SEC-registered adviser managing $11.3 billion, providing flat-fee options and a variety of advisory programs, which may suit clients seeking diverse investment approaches and transparent fee structures.
Experience: 2 years
Avg account: $474,424
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Kelly S
Series 66
Manhattan, KS
Edward Jones
Kelly Smith offers wealth management services in Manhattan, KS, with expertise in tax-loss harvesting and multi-generational wealth transfer, supported by Series 66 credentials. Affiliated with Edward Jones, a large full-service firm with over 23,000 advisors, Kelly provides access to extensive resources and a structured program fee up to 1.35% annually, which may suit clients seeking comprehensive support within a large firm environment.
Experience: 1 year
Avg account: $246,728
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Bradley H
Series 63, Series 66
Manhattan, KS
LPL Financial
Bradley Hill offers wealth management expertise in Manhattan, KS, with 30 years of experience and credentials including Series 63 and 66. He provides flat-fee financial planning through LPL Financial, a large firm serving diverse clients with in-house research and a broad range of investment and insurance products, distinguishing him from advisors with smaller practices or different fee structures.
Experience: 30 years
Avg account: $399,489
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