Wichita, KS N Webb Road Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,484

Across 2,975 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Raymond James Financial Services Advisors, Inc. (RJFSA) provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. It also sponsors wrap-fee advisory programs and supports institutional consulting and portfolio management across a large advisor network and affiliated advisory firms.

RJFSA delivers non‑discretionary planning and investment consulting that is tailored to client goals, using fact‑finding, risk profiling, and analytical tools that include deterministic and probability modeling to illustrate potential outcomes. The firm encourages clients to implement recommendations through its advisory programs or other providers and has updated its disclosures to address technology, cybersecurity, and the use of artificial intelligence and machine‑learning tools in its operations.

Compared with many peers, RJFSA is affiliated with a municipal advisor, an arrangement that supports its municipal and public‑finance work and is uncommon among large institutional advisors. It also recently added a SIMPLE IRA Employer Advisory & Consulting Services program — a plan‑level, non‑discretionary offering that combines SIMPLE IRA simplicity with 401(k)-style oversight and customizable menus (including access to American Funds target date series) — and maintains targeted marketing arrangements such as a disclosed partnership with the Society for Human Resource Management.

Based on Raymond James Financial

Expertise

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Based on Raymond James Financial

Occupation focus

Founder/Business Owner Executive

Based on Raymond James Financial

Location

2121 N Webb Road

Wichita KS 67206

Advisors at this office

6

Advisors at this office

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Christopher H

Series 66

Wichita, KS

Raymond James Financial

Christopher Helmick is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Merrill Lynch, Wichita Federal Credit Union, and Wells Fargo Clearing. He is also an independent contractor with Converse Team Financial Services, providing financial planning and company retirement plan services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers tailored non-discretionary planning and investment consulting, supported by analytical tools and risk profiling, and maintains specialized offerings such as a SIMPLE IRA Employer Advisory & Consulting Services program.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Adam E

CFP®, Series 65, Series 63

Wichita, KS

Raymond James Financial

Adam Eilert is a CFP® with six years of industry experience, currently affiliated with Raymond James Financial in Wichita, KS. He has worked with several firms including Keating Financial Advisory Services, Inc. and Aspyre Wealth Partners. Eilert is part of the Converse Team Financial Services, operating as an independent contractor within Converse Financial Advisory, Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes non-discretionary planning tailored to client goals, utilizing analytical tools and supports both advisory programs and institutional consulting.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Dan T

ChFC®, Series 63, Series 65

Wichita, KS

Raymond James Financial

Dan Topping is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at Keating and Converse Team Financial Services, LLC. Outside of advising, he owns and manages Affordable Mini Storage, LLC in Wichita, KS. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Michael C

ChFC®, Series 63, Series 65

Wichita, KS

Raymond James Financial

Michael Converse is a financial advisor with Raymond James Financial, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience and has worked with Raymond James Financial since 2003. Outside of his advisory role, he is an independent insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Brandon C

Series 63, Series 65

Wichita, KS

Raymond James Financial

Brandon Converse is a financial advisor with Raymond James Financial Services Advisors, Inc. in Wichita, KS, holding Series 63 and Series 65 credentials and has 13 years of industry experience. He has previously worked at Keating & Associates, Inc. and currently leads retirement plan advisory services as president and chief compliance officer of Converse Team Financial Services, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports a range of advisory programs across a large network of advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Kevin G

CFP®, Series 66

Wichita, KS

Raymond James Financial

Kevin Gruetter is a CFP® with 10 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked at multiple firms, including CWM, LLC and Cetera Advisor Networks, and has been involved with Ascension Lutheran Church for over 15 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
View complete list of advisors at this office
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