Top financial advisors in Topeka, 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 Topeka, KS if you're managing agricultural land or planning to pass down a family business. Without expertise in these areas, advisors can overlook key tax and legal details that affect your long-term wealth.
- Agricultural land insight. Confirm how they handle land valuation, tax implications, and income variability unique to farming.
- Family business succession. Ask about strategies for transferring ownership smoothly while minimizing family conflicts and tax burdens.
- Local market knowledge. Advisors familiar with Topeka's economic landscape can better align your plan with regional opportunities and risks.
- Experience with rural assets. Ensure they understand the complexities of managing non-liquid assets common in rural wealth.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Cale Y
CFP®, Series 65, Series 66
Topeka, KS
Blazing Star Financial
Cale Yost in Topeka, KS, offers expertise in tax strategies for small businesses and cash flow budgeting, which can be valuable for managing agricultural land and family business succession. His firm, Blazing Star Financial, emphasizes passive portfolio construction with Modern Portfolio Theory and provides flexible fee options including flat fees and hourly rates, distinguishing him from advisors with different investment approaches or fee structures.
Experience: 2 years
Avg account: $155,069
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Julie C
Series 63, Series 65
Topeka, KS
Cetera
Julie Connor's 32 years of experience and Series 63 and 65 licenses equip her to address complex financial needs in Topeka, including wealth management and retirement plans for business owners. Operating within Cetera, a large firm offering diverse portfolio management and fiduciary solutions, she provides flat-fee and hourly consulting options, distinguishing her with flexible fee structures and a broad client service approach.
Experience: 32 years
Avg account: $306,089
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Valerie N
Series 66
Topeka, KS
Edward Jones
Valerie Nelson's 16 years of experience and focus on business succession planning and retirement income strategy make her well-suited for managing family business transitions and agricultural land concerns in Topeka, KS. As part of Edward Jones, a large firm with over $1 trillion in assets, she offers a broad network and a program fee up to 1.35% annually, providing access to extensive resources compared to smaller local advisors.
Experience: 16 years
Avg account: $246,728
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Lawrence H
Series 66
Topeka, KS
LPL Financial
Lawrence Hesse's 52 years of experience and Series 66 license position him well to address complex financial needs in Topeka, including managing retirement plans for business owners and tax-loss harvesting. Affiliated with LPL Financial, a large firm offering flat-fee planning and in-house research, he supports diverse clients with customizable investment solutions, distinguishing him from advisors with narrower focuses or smaller firm resources.
Experience: 52 years
Avg account: $399,489
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Nathaniel M
Series 65
Topeka, KS
AE Wealth Management, LLC
Nathaniel Miller's 11 years of experience and Series 65 credential equip him to address complex financial needs in Topeka, including retirement plans for business owners and tax-loss harvesting. His affiliation with AE Wealth Management, a large SEC-registered firm offering model portfolios and discretionary asset management, provides access to diverse investment strategies and flexible flat-fee or negotiable AUM fee structures, distinguishing him from other local advisors.
Experience: 11 years
Avg account: $387,358
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