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Find Top Financial Advisors in Topeka, Kansas

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WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Topeka, Kansas. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.

Qualifications of Financial Advisors 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.

Qualified Financial Advisors in Topeka, Kansas
Financial Advisor Office Location Phone Number
Dylan Wilkinson
CRPC®, CFS®
Edelman Financial Engines, LLC
22308 Midland Drive,
Shawnee, KS  66226
913-276-6018
John Killoy
CRPC®
Edelman Financial Engines, LLC
11095 Metcalf Avenue,
Overland Park, KS  66210
913-312-1713
James Claiborne
CLU®, ChFC®, CFS
Financial Partners Group
10925 Antioch Road,
Overland Park, KS  66210
913-948-9489
Jay Steinbock
RFC®, RFC
Summit Pointe Financial Group.
10965 Granda Lane,
Shawnee Mission, KS  66211
913-339-6982
Joe Harrish
Prime Capital Investment Advisors
6201 College Boulevard,
Overland Park, KS  66211
913-491-6226
John Killoy
CRPC®, CFS®
Edelman Financial Engines, LLC
9203 NE 152 Highway,
Kansas City, MO  64158
1317 NE Douglas Street,
Lees Summit, MO  64086
913-312-1713

Information on Qualified Financial Advisors in Topeka

Qualifications CRD# 6910561
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 22308 Midland Drive,
Shawnee,
KS 
66226
Phone Number 913-276-6018

I joined Edelman Financial Engines in 2017, and attained the Chartered Retirement Planning Counselor CRPC® designation in 2019. Outside of work, my hobbies include hydrofoiling, boating, hiking and cooking

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# 4641240
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 11095 Metcalf Avenue,
Overland Park,
KS 
66210
Phone Number 913-312-1713

Whether building an income plan for a retiring nurse, helping a family plan for their child's college education, or building a special needs trust, my goal is to always make a meaningful, positive impact on those I serve. My values are centered around integrity, having a sense of ownership and urgency and being a caring professional. My wife Kathy is the love of my life, and we have two wonderful children and two German Shepherds. In my spare time, I enjoy fishing, boating and taekwondo.

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 Fee-Based, Based on Assets, Commissions, Flat Fee, Hourly


Office Location 10925 Antioch Road,
Suite 100,
Overland Park,
KS 
66210
Phone Number 913-948-9489

James is a native of Northeast Missouri and 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) and 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. The American College provided financial planners and others in the financial services industry with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. Designees also must meet specified experience requirements, maintain ethical standards, and agree to comply with both The American College's Code of Ethics and Procedures and applicable continuing education requirements. He is an active member of the Financial Service Professional society (FSP) where he has served 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 Foundation. He is a published author, has been selected to receive the FIVE STAR Wealth Manager" Reward** in 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.

Advisory Services Provided

Retirement Planning, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Insurance Planning



Qualifications CRD# 1780145
FirmCRD# 2936
Series 6, 7, 63, 65

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 10965 Granda Lane,
Suite 106,
Shawnee Mission,
KS 
66211
Phone Number 913-339-6982

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 Summit Pointe Financial Group 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.

Advisory Services Provided

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Insurance Products & Annuities



Qualifications CRD# 4734166
FirmCRD# 288712
Series 6, 63, 65

Compensation/Fee Fee Only


Office Location 6201 College Boulevard,
7th Floor,
Overland Park,
KS 
66211
Phone Number 913-491-6226

With more than eight years as an executive in the financial services industry, Joe Harrish chose to join Prime Capital Investment Advisors (PCIA) as a financial advisor so that he could apply his experience to the work of helping investors achieve their life's ambitions. In his role, Joe helps higher net-worth individuals, medical professionals and business owners establish and achieve their financial goals while leaving a positive legacy for the people they love. He uses a team-based approach to planning in order to most effectively accomplish the financial dreams of his clients. Joe started his career at Ozark National Life and N.I.S Financial Services, helping individual clients with their investment and insurance needs. After seven years, he was promoted to Vice President and Agency Director, a role that sent him across the U.S. conducting investment seminars and helping people with their financial plans. Joe was simultaneously involved with the business operations of both companies. After eight years of managing more than 270 Registered Representatives and two businesses, Joe developed an ideal foundation for starting his career as a financial advisor. Joe believes investing is an emotional process, one that requires working with someone you trust who puts your interests first. As a fiduciary, Joe is bound by a duty to put his clients' personal interests above all else. Joe's attention to detail, aptitude for listening and, above all, deep empathy are symbols of his appreciation for the clients he serves. He is supported by an experienced team of administrative, group benefits and investment products specialists. The team consistently exceeds client expectations with exceptional customer service focused on building lifelong relationships. Joe has spent his entire life building meaningful relationships in the military and civilian communities. He spent 22 years as a highly decorated active-duty officer in the Air Force, where he won numerous awards at every level. Having been named the Air Force's #1 Services Company Grade Officer of the Year, Joe exemplifies one of the most important Air Force core values, "Excellence is all we do".

About Prime Capital Investment Advisors

Our firm was founded with a goal to provide the range of products and services to meet the expanding needs of individual clients. That goal is made a reality with the hiring of financial experts who are passionate about applying their knowledge and expertise to help clients reach for their financial goals.



Qualifications CRD# 4641240
FirmCRD# 104510
Series 65

Compensation/Fee Fee-Based


Office Location 9203 NE 152 Highway,
Kansas City,
MO 
64158
Phone Number 913-312-1713

Office Location 1317 NE Douglas Street,
Lees Summit,MO  64086
Phone Number 913-312-1713

Whether building an income plan for a retiring nurse, helping a family plan for their child's college education, or building a special needs trust, my goal is to always make a meaningful, positive impact on those I serve. My values are centered around integrity, having a sense of ownership and urgency and being a caring professional. My wife Kathy is the love of my life, and we have two wonderful children and two German Shepherds. In my spare time, I enjoy fishing, boating and taekwondo.

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.



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FREQUENTLY ASKED QUESTIONS

Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?