A complete list of active advisors currently associated with MN Wealth Advisors, LLC
Warmer can help you find a great advisor at MN Wealth Advisors, LLC or one who fits your needs even better.
MN Wealth Advisors, LLC provides discretionary and non‑discretionary investment advisory services to individuals, trusts, estates, business entities, and pension/profit‑sharing plans, and also offers standalone financial planning and retirement plan consulting (including ERISA 3(38) services). The firm manages portfolios across equities, fixed income, mutual funds and ETFs and reports $394 million in discretionary assets under management. The firm generally recommends asset allocations tailored to each client’s objectives and offers ongoing monitoring and periodic reviews, and may allocate portions of client assets to unaffiliated independent managers or private investment funds. Its stated implementation toolkit includes both long‑ and short‑term equity strategies and, in limited situations, derivatives and structured products such as options strategies (including covered calls) and structured notes, and the firm may use AI tools to support analysis and client services. Compared with many peers, MN Wealth Advisors is affiliated with a local accounting firm (MarksNelson, LLC), sharing office space and administrative personnel while keeping accounting services operationally separate, and the brochure discloses the firm’s capacity to recommend or include private funds, interval funds and cryptocurrency exposure through ETFs, separate managers, or funds. The firm’s materials also note use of third‑party ratings and describe receipt of occasional one‑off economic benefits from custodians, which are less common among similar supported advisors.
To learn more about the advisors currently working at MN Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Overland Park, KS
| 10
| |
Overland Park, KS
| 37
| |
Overland Park, KS
| 6
|
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