Vetted Advisor's Table

Richard Stumpf, AEP®, CEBS, NSSA®, CPFA, CFP®, CEBS®, AIF®
Financial Benefits, Inc

Tel: 316-315-0147
3500 North Rock Road
Bulding 300 A
Wichita, KS 67226
Financial Benefits, Inc | Financial Advisor in Wichita ,KS

About Richard Stumpf

Richard is a Certified Financial Planner® (CFP). Retirement income planning is his specialty, as is investment management for clients who are retired or nearing retirement. Richard is an Accredited Investment Fiduciary. He is also a National Social Security Advisor certificate holder. He helps clients with all aspects of their financial life, from basic budgeting to complicated estate plans. He has been a national board member for both the Certified Financial Planner organization and the Financial Planning Association, the professional organization for financial planners. Richard leads a firm with 4 financial advisors. The firm also includes a Medicare specialist.

About Financial Benefits, Inc

Richard is a Certified Financial Planner practitioner and Certified Employee Benefits Specialist, practicing financial planning since 1986. Richard is also an Accredited Investment Fiduciary. The firm provides comprehensive personal and business financial planning for owners and executives of companies, and employee health and retirement benefits for employees. Our main focus is retirement planning for both individuals and companies. Our investment style is called Risk Managed Investing. We manage for risk first, and return second.

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General Information

Firm Start Year:   1986
Name of Broker/Dealer:   Cambridge Investment Research, Inc
States Licensed in:   Kansas, Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Iowa, Illinois, Indiana, Kentucky, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Hampshire, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Dakota, Texas, and Virginia.
Number of Years with Current Firm:   31
Work Experience:   Financial Planner, since 1986.

Retired Lt Col, USAF

Instructor for a Government contractor teaching financial classes to military members.

Work with the following types of clients:   Individual Investors, Non-Profit Organizations, Businesses
Advisory Services Provided:   401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals


Investment Types:   Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Insurance, Annuities, Stocks, Bonds, Options & Futures, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Phone, Our Office, Your Home, Your Office, Email, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Variable Life, Long Term Care, Variable Annuity, HMO, Life, Health, Annuity, Accident, Casualty, Property, Disability
Financial Organization Memberships:   Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Wichita Estate Planning Council Central Kansas Planned Giving RoundTable

Firm Information

Advisor's Number of Clients:   200
Advisor's Number of Managed Clients:   70
Advisor's Number of Planning Clients:   100
Assets Managed by Advisor:   $100,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Hourly, Flat Fee, Commissions, Based on Assets

Board Positions

Organization :   Financial Planning Association, Denver, CO
Position :   Member
Duration :   2012-2014
Organization :   CFP Board of Examiners, Washington, DC
Position :   Chair
Duration :   2002-2005


MBA  - Finance   University of Montana  - Montana
BS  - Agronomy   KState  - Manhattan, KS


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Additional Detailed Disclosures



Financial Benefits, Inc cannot accept trade orders through e-mail. Important letters, e-mail, or fax messages should be confirmed by calling (316) 315-0147. This email service may not be monitored every day, or after normal business hours. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial planning services through Financial Benefits, Inc, a Registered Investment Advisor. Cambridge Investment Research, Inc is not affiliated with Financial Benefits, Inc. The information in this email is confidential and may be legally privileged. It is intended solely for the addressee. Access to this email by anyone else is unauthorized. If you are not the intended recipient any disclosure, copying, distribution or any action taken in reliance on it, is prohibited and may be unlawful.


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Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM

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