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Qualifications of Financial Advisor in Topeka

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.

Financial Advisors in Topeka, Kansas
Financial Advisor Office Location Phone Number
Nick Schilling
Avant Wealth Management
3615 SW 29th St,
Topeka, KS  66610
(888) 835-2635
Jeff Cram
Edelman Financial Engines, LLC
22308 Midland Drive,
Shawnee, KS  66226
11095 Metcalf Avenue,
Overland Park, KS  66210
(913) 422-4800
(913) 338-2323
Jay Steinbock
Summit Pointe Financial Group.
10965 Granda Lane,
Shawnee Mission, KS  66211
(888) 888-8213
Chris Athey
Edelman Financial Engines, LLC
9203 NE 152 Highway,
Kansas City, MO  64158
(816) 415-2722
Jeff Cram
Edelman Financial Engines, LLC
1317 NE Douglas Street,
Lees Summit, MO  64086
(816) 347-0200

Information on Qualified Financial Advisors in Topeka

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# 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

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

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# 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# 5973714
FirmCRD# 104510
Series 65

Compensation/Fee Fee Based Only - No Commissions


Office Location 9203 NE 152 Highway,
Kansas City,
MO 
64158
Phone Number (816) 4152722

Joined Edelman Financial Engines in 2008. Began his career in the financial services industry in 2008. Successfully completed the Series 65 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Business Management from Auburn University of Montgomery. Chris enjoys outdoor sports and activities.

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

Compensation/Fee Fee Based Only - No Commissions


Office Location 1317 NE Douglas Street,
Lees Summit,
MO 
64086
Phone Number (816) 3470200

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.