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Find Top Financial Advisors in Kansas


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Qualifications of Financial Advisor in Kansas

Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.

List of Financial Advisors in Kansas
Financial Advisor Office Location Phone Number
Jay Steinbock
Summit Pointe Financial Group.
10965 Granda Lane,
Shawnee Mission, KS  66211
(888) 888-8213
Steven Cox, CFA
Providence Financial Advisors, LLC
6240 W 135th Street,
Overland Park, KS  66223
(913) 323-0535
Nick Schilling
Avant Wealth Management
3615 SW 29th St,
Topeka, KS  66610
(888) 835-2635
Kevin Conard
The Retirement Planning Group
11512 W. 119th Street,
Overland Park, KS  66213
(913) 498-8898
Scott Wolford
Financial Engines Advisors, LLC
9747 E 21St. N.Suite 123,
Wichita, KS  67206
(316) 260-5200
Jeff Cram
Edelman Financial Engines, LLC
22308 Midland Drive,
Shawnee, KS  66226
(913) 422-4800
Scott Wolford
Edelman Financial Engines, LLC
9747 E. 21st St. N. Suite 123,
Wichita, KS  67206
(316) 260-5200
Kelli Smith
Edelman Financial Engines, LLC
11095 Metcalf Avenue,
Overland Park, KS  66210
(913) 338-2323
James Claiborne, CFS, ChFC
Financial Partners Group
9990 College Blvd.,
Overland Park, KS  66210
(913) 948-9489
J. Richard Coe
Coe Financial Services, Inc.
8100 E. 22nd St. N., Bldg. 1400-2,
Wichita, KS  67226
(316) 689-0900
William Eckert II
Strategic Financial Partners
4000 W. 114th Street, Suite 180,
Shawnee Mission, KS  66211
(913) 322-9177

Information on Qualified Financial Advisors in Kansas

Qualifications CRD# 1780145
FirmCRD# 16164
Series 6, 7, 63, 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions


Office Location 10965 Granda Lane,
Suite 106,
Shawnee Mission,
KS 
66211
Phone Number (888) 8888213

About Summit Pointe Financial Group.

Having your financial house in order is one of the best gifts you can give your loved ones, and selecting a financial advisor is the first step. At Capital Advisors we play a central role as your "retirement income specialists".Whether it is discusing a 401K rollover or estate planning we play a central role in addressing your needs and concerns, and can provide a lifetime of guidance as well. It is never to early or late to take control of your financial future, and there is no beter time than now to set an appointment with a financial advisor. We welcome the opportunity to explore your financial dreams with you.



Qualifications CRD# 2084626
FirmCRD# 124839

Compensation/Fee I am a fee-only financial professional, Based on Assets, Flat Fee, Hourly


Office Location 6240 W 135th Street,
Overland Park,
KS 
66223
Phone Number (913) 3230535

About Providence Financial Advisors, LLC

To help clients meet their financial goals through high quality, professional investment services. This can only be accomplished by working with the client to determine their risk profile and goals and then implementing an investment strategy within that framework. Providence Financial Advisors is a Registered Investment Advisor and only receives fees from clients. This allows us complete freedom in implementing the investment portfolio for our clients. Providence utilizes time tested investment disciplines to build portfolios and believes it is important to take a long term approach to investing.



Qualifications CRD# 5410017
FirmCRD# 289017
Series 65

Compensation/Fee I am a fee-based financial professional, Based on Assets, Flat Fee, Hourly


Office Location 3615 SW 29th St,
Topeka,
KS 
66610
Phone Number (888) 8352635

Nick grew up in central North Dakota and is a proud graduate of North Dakota State University with a degree in Business Administration. He then went onto graduate school at the University of Minnesota, Carlson School of Business to finish with an MBA in Strategic Consulting. Since finishing college, Nick has been solely focused in the financial services arena since 2002 with a passion to educate his clients and make their financial lives as simple as possible. For years Mr. Schilling has been an executive running large advisory businesses with hundreds of advisors, thousands of clients and billions of dollars. While successful, that wasnt the business I wanted to create& He founded Avant Wealth Management with a mission to work with a select group of families and become their personal CFO (Chief Financial Officer). When not working with his select families within Avant Wealth Management, Nick loves spending time with his beautiful wife Annie and daughter Darian. When he can slip away, hes addicted to golfing and enjoys taking in sporting events of any kind.

About Avant Wealth Management

The name Avant comes from the word Avant-Garde meaning ? Advanced, Untraditional and Innovative. Avant Wealth's focus is to bring a new way of looking at financial planning and the financial markets to a very select group of families and clientele. You?ve worked diligently for the savings you?ve accumulated and my mission, as your CFO, is to bring fresh ideas to the table, so we can co-create your financial life together. Combining a unique approach to risk focused asset allocation married with avant-garde investment philosophies, we work diligently to create a customized approach to your financial future. Reconciling your goals with your true risk tolerance in a rapidly changing environment has never been more critical. We focus on: Wealth Management Financial Planning Retirement Income Planning College Planning Estate Planning We are an independent financial services firm who specializes in creating custom financial plans for a select group of families. There is no ?one-size-fits-all? when it comes to planning and its too important to not have a partner. We look forward to meeting with you soon!



Qualifications CRD# 3193016
FirmCRD# 129625
Series 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 11512 W. 119th Street,
Overland Park,
KS 
66213
Phone Number (913) 4988898

Kevin was raised in the Midwest and graduated from the University of Kansas. In addition to starting The Retirement Planning Group, he also co-founded blooom - one of the fastest growing robo-advisors dedicated to helping investors with their 401ks. When not at work, he's active in the Cub Scouts, Boy Scouts, soccer coach and father to his three sons. Kevin also pursues his two other passions: volleyball and photography. When it comes to photography, his three sons are his prime photography subjects. His sons freely admit that when Kevin has his camera out, its like having their own personal paparazzi (without any of the benefits of actually being a celebrity).

About The Retirement Planning Group

Wouldn't it be great if there was a financial firm that understood your journey in life and could help you create a financial plan to fulfill that journey? Well, look no further. Introducing The Retirement Planning Group! This firm focuses on life stage financial planning ? planning that meets you where you are and helps you grab your future. Feeling disorganized? Not sure where to even start? Worried if you are on track? Are there other things you could be doing? Wondering if or when you can retire? Curious about how much income you could expect to live off of without running out of money? TRPG is an independent firm dedicated to creating hope through answering these questions and more. The Retirement Planning Group is a fiduciary and each advisor has a limited number of clients that they work with - ensuring you receive the time and attention you deserve to create an individualized strategy. Get organized. Get on track. Grab your future!



Qualifications CRD# 109238
FirmCRD# 104510
Series 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets


Office Location 9747 E 21St. N.Suite 123,
Wichita,
KS 
67206
Phone Number (316) 2605200

Joined Financial Engines in 2010 with 17 years experience in financial services. Earned the distinction of Certified Financial Planner (CFP®).Successfully completed the Series 65 license administered by FINRA. B.S. in business administration with an emphasis in finance from Wichita State University.Hobbies include racquetball, golf and traveling.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 4423897
FirmCRD# 104510
Series 7, 9, 10, 31, 66

Compensation/Fee Fee Based Only - No Commissions


Office Location 22308 Midland Drive,
Shawnee,
KS 
66226
Phone Number (913) 4224800

Joined Edelman Financial Engines in 2011. Began his career in the financial services industry in 2001. Successfully completed the Series 7, 9, 10, 31, and 66 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) certification(s). Bachelor's degree in Biology from Kent State University. Married to Anne. They have one child: Ethan. Jeff enjoys golfing, fishing, motocross, and travel.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2218064
FirmCRD# 104510
Series 4, 7, 24, 27, 53, 55, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 9747 E. 21st St. N. Suite 123,
Wichita,
KS 
67206
Phone Number (316) 2605200

Joined Edelman Financial Engines in 2010. Began his career in the financial services industry in 1993. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification(s). Bachelor's degree in Business Administration from Wichita State University. Scott enjoys racquetball, golfing, and traveling.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 6519874
FirmCRD# 104510
Series 7, 63, 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 11095 Metcalf Avenue,
Overland Park,
KS 
66210
Phone Number (913) 3382323

Joined Edelman Financial Engines in 2010. Began her career in the financial services industry in 2010. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree Business Administration from Washburn University. Married to Matt. They have two children: Kristen and Dylan. Kelli enjoys running, cycling, and exploring the city with her family.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.



Qualifications CRD# 2074636
FirmCRD# 288644
Series 6, 7, 24, 63

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 9990 College Blvd.,
Suite 102,
Overland Park,
KS 
66210
Phone Number (913) 9489489

James holds a Bachelor of Science degree in Finance from University of Central Missouri. James has earned three professional designations since entering the financial services profession in 1990,Certified Fund Specialist (CFS), Chartered Financial Consultant (ChFC) amd Charted Life Underwriter (CLU). His certifications were awarded through the American College in Bryn Mawr, PA. James specializes in Professional Money Management, Executive Benefits and Tax Qualified Plans for individuals, business owners, senior level executives and retirees and has personally designed over a thousand financial plans over the past 25 years. His services include fee based and non-fee based financial planning, portfolio evaluation and design, wealth management consulting and tax planning strategies.He is an active member of the Financial Service Professional society (FSP) where he has serves as President, board member on the Business Ethics Award Steering Committee and Chairman of the Board Election Committee. He also currently serves on the board of Directors and Investment Committee for the University of Central Missouri Foundations. He is a published author, has been selected to receive the FIVE STAR Wealth Manager? Reward in 2011, 2012, 2013 and 2014. He was also recognized in the January issue of KCB Magazine and is on the 2006 list of ?The 10 Most Dependable?? Wealth Managers of the Central Region as shown in the November 2006 addition of Southwest Airlines Spirit Magazine.*

About Financial Partners Group

Financial Partners Group is an Independent Comprehensive fee- based Wealth Management Firm located in Overland Park, KS, dial (913) 948-9489 for James Claiborne, Owner/Financial Advisor for a complementary portfolio review by our financial expert, James Claiborne CFS, ChFC. Whether you are seeking individual or corporate asset management, our Financial planning team has the experience and expertise to provide the objective advice needed to achieve your financial goals. Our investment advisory services include portfolio management, fee-based planning, estate, business, tax planning and investment management. Are you worrying that you will have all of the retirement income necessary to support you and your spouse in your final years? Our retirement planners will work closely with you to formulate a program of financial stability. Specializing in private wealth clients, we offer proven estate management strategies that can help obtain financial freedom for you and your family.



Qualifications CRD# 867571


Office Location 8100 E. 22nd St. N., Bldg. 1400-2,
Wichita,
KS 
67226
Phone Number (316) 6890900

In 1983 Richard Coe founded the financial planning and investment management business now known as Coe Financial Services. He has been a CERTIFIED FINANCIAL PLANNER professional since 1983. A well-known financial educator, Richard is a native of Wichita and a graduate of East High. He graduated Magna Cum Laude from Macalester College in 1971 with Special Departmental Honors in Economics. He earned his MBA from The University of Chicago (now called Chicago Booth) in 1974 with majors in Finance and Accounting. While in junior high school in the early 1960s he started investing in stocks with money earned from his paper route and from mowing lawns. He understands there is more to financial security than simply picking investments. Richard is the past President of the Financial Planning Association of Kansas, the Wichita Estate Planning Council and the Wichita Rotary Charitable Fund. Richard has been married to Deb since 1982 and they have two married sons, David and Doug. Richard enjoys reading and traveling. Perhaps most important to you is the fact that Richard Coe is known as a down-to-earth financial advisor you can truly trust.

About Coe Financial Services, Inc.

We help people who are approaching retirement (or, who are retired) to map out a game plan that addresses the critical financial issues so they can enjoy a retirement that is substantially free of financial worry. Virtually everyone has financial issues. Making wise decisions and avoiding big mistakes can make a huge difference. As one example, we help people understand the consequences of the various Social Security options. Even if people are not dependent on Social Security, getting this one right can make a substantial difference. With regard to investment management, we provide investors with some of the most advanced strategies. We offer strategies to help people make money in up markets and protect their money in down markets without having to ride the roller coaster all the way down. Our clients benefit from our personalized combination of both planning and investment management services.



Office Location 4000 W. 114th Street, Suite 180,
Shawnee Mission,
KS 
66211
Phone Number (913) 3229177

Bill is a nationally recognized financial educator, speaker, and lecturer. He has received his designation of Chartered Advisor in Philanthropy® from The American College. Currently, less than 600 individuals worldwide have completed the CAP® Program and received the prestigious designation to work successfully in advising clients on how to help maximize their lifestyles, family legacy, and community impact. Professionally, Bill is a member of Advisor in Philanthropy, Partnership for Philanthropic Planning and Mid-America Planned Giving Council. Bill was awarded the 2013 International Donor Motivation Professional of the Year Creating A Legacy for Future Generations. Bill has advised individuals and families from coast to coast for over 25 years on strategies to help reduce estate and income taxes. Bill has conducted over 100 presentations across the country about Wealth Accumulation, Distribution, and Preservation Strategies. These presentations have been to families, corporations, associations, charities and other insurance and investment professionals. Bills passion for helping people through volunteer work can be seen at his church. For the last 10 years, Bill has facilitated a Career Transition Group that helps people regain employment. He teaches people the skills they need to get jobs and start new careers. Over 1,000 people have regained employment with Bills help.

About Strategic Financial Partners

A comprehensive financial services firm, Strategic Financial Partners of Kansas City has hand selected a team of financial professionals with the knowledge, expertise, and years of experience to help you achieve your financial goals. Strategic Financial Partners of Kansas City is lead by Bill Eckert, a professional since 1987 in the financial services industry. At Strategic Financial Partners, we have created an environment of honesty, integrity, and objectivity. We have everything you need in one place to help you meet your financial goals.



List of Additional Financial Advisors in Kansas
Vsr Advisory Services Overland Park, KS
Country Club Financial Services, Inc. Mission Woods, KS
Fiser Group Lenexa, KS
Best Financial Services Overland Park, KS