Top financial advisors in Ottawa, 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 financial advisor in Ottawa, KS when you're managing agricultural land or preparing to pass a family business to the next generation. Without expertise in these areas, advisors can overlook the unique challenges of rural succession planning, leading to costly mistakes.
- Agricultural land insight. Confirm the advisor understands farm asset valuation and tax implications specific to rural properties.
- Family business transition. Ask how they handle ownership transfer strategies that keep the business viable across generations.
- Local market knowledge. Advisors familiar with Ottawa's economic landscape can better align your financial plan with regional opportunities and risks.
- Succession tax planning. Ensure they address estate and gift tax considerations that affect farm and business succession outcomes.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Parker O
CFP®, Series 65
Ottawa, KS
The Wealth Consulting Group
Parker Olmsted in Ottawa, KS, offers expertise in wealth management and retirement plans for business owners, supported by his CFP® certification and three years of industry experience. His firm, The Wealth Consulting Group, provides fee-based services with a tailored investment process and integrated legal-service pathways, distinguishing him through a comprehensive approach and flexible flat-fee and hourly pricing options.
Experience: 3 years
Avg account: $466,923
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Jeffrey S
Series 63, Series 65
Wellsville, KS
Primerica Advisors
Jeffrey Schweda's 22 years of experience and Series 63 and 65 licenses equip him to address complex financial needs near Ottawa, KS, including tax-loss harvesting and income planning relevant to agricultural and family business contexts. Operating within Primerica Advisors, a large firm with a tiered wrap fee structure and discretionary asset management, he offers model-delivery strategies and access to third-party managers, distinguishing him from advisors with smaller firm resources or less comprehensive investment options.
Experience: 22 years
Avg account: $228,117
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Luke H
Series 65, Series 63
Wellsville, KS
Eagle Strategies (NY Life)
Luke Henry offers retirement income strategies and retirement plans for business owners, which can support succession planning for family businesses in the Ottawa, KS area. His affiliation with Eagle Strategies, a large firm emphasizing client-directed solutions and third-party managers, provides access to diverse resources, while his local experience as a Wellsville City Council member adds regional insight.
Experience: 5 years
Avg account: $235,446
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Merle S
Series 66
Ottawa, KS
LPL Financial
Merle Sterling's background with Landmark National Bank and Frontier Farm Credit equips him to address agricultural land valuation and tax issues relevant to Ottawa, KS clients. Operating within LPL Financial, a large firm offering flat-fee financial planning and diverse advisory services, he supports business owners and retirees with tailored wealth management and retirement plan strategies, distinguishing him from advisors with less specialized rural experience.
Experience: 4 years
Avg account: $399,489
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Ryan H
Series 63, Series 66
Ottawa, KS
Edward Jones
Ryan Henningsen's 24 years of experience and focus on business ownership considerations and multi-generational wealth transfer equip him to address rural succession planning challenges in Ottawa, KS. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a comprehensive wealth management approach with an annual program fee up to 1.35%, serving intergenerational families and leveraging local community involvement.
Experience: 25 years
Avg account: $246,728
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