Topeka, KS SW Woodside Dr. logo

Topeka, KS SW Woodside Dr. Office

Team
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Endeavor Private Wealth, Inc. logo

Endeavor Private Wealth, Inc.

Team

Firm-wide stats for Endeavor Private Wealth, Inc.

Total advisors

12

Across 4 offices

Clients per advisor

43 Low

Avg AUM per client

$1,088,461 Typical

HNW client ratio

33% Typical

About

Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing about $595 million across discretionary and non-discretionary accounts with a team of ten advisors. The firm provides investment and wealth management, selection of independent managers, financial planning and consulting, and fiduciary and non-fiduciary services for plan sponsors, and it operates a wrap fee portfolio management program.

The firm constructs risk‑adjusted, tax‑aware asset allocations using a mix of active and passive strategies and implements them through in‑house management, independent managers (including Wells Fargo, Adhesion, and Waterfront), and sub-advisors. Endeavor also uses third‑party platforms to manage held‑away retirement and 529 assets, and it offers access to alternatives via iCapital as well as strategies such as direct indexing, options-based approaches, and long/short mandates through specialist sub-advisors.

Several operational features differentiate Endeavor from many peers: it sponsors a wrap fee program and works with separately managed account programs (Wells Fargo/Adhesion), and it uses borrowing in separately managed accounts — a practice that is uncommon among similar team firms. The firm also discloses an affiliated insurance agency through common ownership and licensed advisors who may receive commissions, and it reports using custodial and brokerage arrangements (Trade-PMR, First Clearing, Schwab) that provide technology and support services.

Based on Endeavor Private Wealth, Inc.

Expertise

Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies Income planning

Based on Endeavor Private Wealth, Inc.

Occupation focus

Founder/Business Owner

Based on Endeavor Private Wealth, Inc.

Location

2951 SW Woodside Dr.

Topeka KS 66614

Advisors at this office

7

Advisors at this office

user avatar

Chris M

Series 63, Series 65

Topeka, KS

Endeavor Private Wealth, Inc.

Chris McGee is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, holding Series 63 and Series 65 licenses with 26 years of industry experience. Prior to joining Endeavor Private Wealth in 2021, he worked for Wells Fargo Clearing from 2016 to 2021. Outside of his advisory role, McGee participates as a member of the Mid-American Angels Investment Network, which provides capital to early-stage companies. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million with a team of ten advisors. The firm emphasizes risk-adjusted, tax-aware asset allocations using a combination of active and passive strategies, implemented through in-house management, independent managers, and sub-advisors, and offers a range of investment and wealth management services including a wrap fee program and access to alternative investments.

Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies Income planning Founder/Business Owner
user avatar

Joanna B

Series 66

Topeka, KS

Endeavor Private Wealth, Inc.

Joanna Bambo is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Raymond James Financial and Starr Wealth Management. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing about $595 million through a team of ten advisors. The firm employs a mix of active and passive investment strategies with in-house and independent managers and offers services including financial planning, consulting, and fiduciary and non-fiduciary plan sponsor solutions.

Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies Income planning Founder/Business Owner
user avatar

Heidi M

Series 63, Series 65

Topeka, KS

Endeavor Private Wealth, Inc.

Heidi Mark is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, Kansas, holding Series 63 and Series 65 designations with 20 years of industry experience. She has worked at Endeavor Private Wealth since 2021 and previously spent five years at Wells Fargo Clearing. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million across discretionary and non-discretionary accounts with a team of ten advisors. The firm employs a risk-adjusted, tax-aware investment approach using both active and passive strategies implemented through in-house management, independent managers, sub-advisors, and third-party platforms.

Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies Income planning Founder/Business Owner
user avatar

Ashton R

Series 65

Topeka, KS

Endeavor Private Wealth, Inc.

Ashton Rake is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, holding a Series 65 credential. He has one year of industry experience, having joined Endeavor Private Wealth in 2026 after roles at several other companies including Northwestern Mutual and Walgreens. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million across discretionary and non-discretionary accounts with a team of ten advisors. The firm employs a mix of active and passive investment strategies and provides services including wealth management, financial planning, fiduciary support, and access to alternative investments.

Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies Income planning Founder/Business Owner
user avatar

Soren K

Series 65

Topeka, KS

Endeavor Private Wealth, Inc.

Soren Knapic is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, holding a Series 65 designation. He has been with Endeavor Private Wealth since 2021 and previously worked at DST / SS&C Technologies and Kansas State University. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth clients, families, pension and profit-sharing plans, trusts, estates, charitable institutions, and businesses. The firm employs tax-aware, risk-adjusted asset allocations with a combination of active and passive strategies and offers both wrap fee programs and separately managed account platforms.

Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies Income planning Founder/Business Owner
user avatar

Brady F

Series 66

Topeka, KS

Endeavor Private Wealth, Inc.

Brady Franklin is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, with 10 years of industry experience. He holds a Series 66 designation and has worked at Endeavor Private Wealth since 2021, following five years at Wells Fargo Clearing. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million through a team of ten advisors. The firm employs risk-adjusted, tax-aware asset allocations using a combination of active and passive strategies and offers a range of investment and wealth management services, including a wrap fee program and access to alternative investments.

Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies Income planning Founder/Business Owner
user avatar

Kathleen H

CFP®, Series 66

Topeka, KS

Endeavor Private Wealth, Inc.

Kathleen Heit is a CFP® with 15 years of industry experience, currently serving at Endeavor Private Wealth, Inc. She has previously worked at Bowersock Capital, US Bank, Clayton Wealth Partners, and Oppenheimer. Outside of her advisory role, she serves as a trustee on the Board of Directors for Topeka Collegiate School and owns a family-operated juice business in Topeka, Kansas. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million across discretionary and non-discretionary accounts. The firm constructs risk-adjusted, tax-aware asset allocations using a combination of active and passive strategies implemented through in-house management, independent managers, and specialist sub-advisors.

Private / alternative investments Tax-loss harvesting Concentrated stock management Options & derivatives strategies Income planning Founder/Business Owner
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