Rademacher Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$187,601,440
Clients
330
Advisors
6
across 2 offices
About
Rademacher Financial is a registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, charitable organizations, corporations, and retirement plan participants. The firm offers discretionary portfolio management, financial planning and consulting, and individual retirement plan consulting to a client base of roughly 330 relationships with approximately $231–234 million in assets under management.
Investment advice is delivered on a tailored basis—advisers gather client objectives and risk tolerance, then implement customized portfolios or select from internal model portfolios that range from conservative to growth, using fundamental and technical analysis and ongoing monitoring and rebalancing. The firm also provides written financial plans, business succession advice, limited administrative services, and retirement‑plan services that include participant education and plan reviews.
What is distinctive in the brochure is the firm’s emphasis on retirement‑plan work and its ERISA/IRC fiduciary status when providing plan and IRA advice, a service mix that helps explain why it reports serving state or municipal government clients — a relatively uncommon client type for comparable team firms. The firm also discloses operational practices that are less commonly highlighted, including use of AI tools to record and transcribe client meetings (with an opt‑out option) and a stated preference for the MinTax cost‑basis accounting method for custodial reporting.
Client services
Expertise
Occupation focus
Fee options
$490 to $7,500 for financial planning and consulting services, depending on scope.
Up to 2.0% annually, negotiable depending on client circumstances
Commissions earned by licensed insurance agents for insurance products sold to clients, separate from advisory fees.
$75 to $550 per hour for financial planning and consulting services.
Annual retainer fees of $490 to $3,000 for financial planning and consulting services, billed in advance.
Account minimum: $250,000
Main office
See office1505 Kasold Drive
Lawrence KS 66047
Advisors at this office
5
Offices (2)
Most active in
California · Colorado · Kansas · Missouri · Montana · New York · Texas · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Phillip R
CFP®, Series 63, Series 65
Lawrence, KS
Rademacher Financial, Inc.
Phillip Rademacher is a CFP® with 33 years of experience in financial services and is the principal of Rademacher Financial, Inc. in Lawrence, KS. He has held roles at multiple firms including Raymond James Financial Services Advisors Inc. and leads RTP, LLC as CEO. Rademacher Financial, Inc. serves individuals, trusts, charitable organizations, corporations, insurance companies, and retirement plan participants, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs an individualized, typically discretionary investment approach and places a notable focus on retirement-plan consulting and participant education.
Kevin M
Series 66
Lawrence, KS
Rademacher Financial, Inc.
Kevin Michael is a financial advisor at Rademacher Financial, Inc. with 12 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors Inc. from 2015 to 2023. Outside of his advisory role, he teaches Tae Kwon Do classes twice a week at KU Tae Kwon Do Sports Club. Rademacher Financial, Inc. serves a diverse client base including individuals, trusts, charitable organizations, and retirement plan participants, managing approximately $261 million in discretionary assets. The firm offers tailored, typically discretionary investment strategies based on client objectives and risk tolerance, with a particular emphasis on retirement-plan consulting and participant education.
Ronan S
CFP®, Series 65
Lawrence, KS
Rademacher Financial, Inc.
Ronan Sramek is a CFP® and Series 65-licensed advisor at Rademacher Financial, Inc. with one year of industry experience. Prior to joining Rademacher Financial, he worked at Equity Bank from 2014 to 2024. He is also a licensed independent insurance agent in Lawrence, KS. Rademacher Financial, Inc. serves individuals, trusts, charitable organizations, corporations, insurance companies, and retirement plan participants, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes individualized, typically discretionary investment strategies and has a notable focus on retirement-plan consulting and participant education.
Roger C
Series 63, Series 65
Kamas, UT
Rademacher Financial, Inc.
Roger Cox is a financial advisor with Rademacher Financial, Inc., holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Raymond James Financial and Raymond James Financial Services, Inc., and has experience as a football referee and as an economist. Rademacher Financial, Inc. serves a diverse client base including individuals, trusts, charitable organizations, and retirement plan participants, offering discretionary portfolio management and financial planning. The firm emphasizes individualized investment strategies, retirement-plan consulting, and participant education, managing approximately $261 million in discretionary assets.
Gabriel D
CFP®, Series 63, Series 65
Lawrence, KS
Rademacher Financial, Inc.
Gabriel D'angelo is a CFP® professional with two years of experience in financial advising, currently with Rademacher Financial, Inc. He previously worked at Strategic Wealth Advisors Group, Inc. and Charles Schwab & Co., Inc. In addition to his advisory role, Gabriel is a licensed independent insurance agent. Rademacher Financial, Inc. serves individuals, trusts, charitable organizations, corporations, and retirement plan participants, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides tailored investment advice and emphasizes retirement-plan services, including participant education and fiduciary guidance for state and municipal government clients.
Rachel R
Series 66
Lawrence, KS
Rademacher Financial, Inc.
Rachel Rademacher is a financial advisor at Rademacher Financial, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. for 15 years and been involved with Rademacher Financial since 1999. Outside of finance, she is also a glass artist. Rademacher Financial serves individuals, trusts, charitable organizations, corporations, and retirement plan participants, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes tailored investment advice and has a notable focus on retirement-plan services with ERISA/IRC fiduciary status.
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