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Lawrence, KS Office

Team
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Rademacher Financial, Inc. logo

Rademacher Financial, Inc.

Team

Firm-wide stats for Rademacher Financial, Inc.

Total advisors

6

Across 2 offices

Clients per advisor

55 Typical

Avg AUM per client

$568,489 Low

HNW client ratio

13% Low

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.

Based on Rademacher Financial, Inc.

Expertise

Business succession planning Long-term care insurance Disability insurance Retirement plans for business owners (SEP, solo 401k) Annuities

Based on Rademacher Financial, Inc.

Occupation focus

Founder/Business Owner Retired

Based on Rademacher Financial, Inc.

Location

1505 Kasold Drive

Lawrence KS 66047

Advisors at this office

5

Advisors at this office

user avatar

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.

Business succession planning Long-term care insurance Disability insurance Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner Retired
user avatar

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.

Business succession planning Long-term care insurance Disability insurance Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner Retired
user avatar

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.

Business succession planning Long-term care insurance Disability insurance Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner Retired
user avatar

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.

Business succession planning Long-term care insurance Disability insurance Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner Retired
user avatar

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.

Business succession planning Long-term care insurance Disability insurance Retirement plans for business owners (SEP, solo 401k) Annuities Founder/Business Owner Retired
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