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Find Retirement Advisors for Retirement Planning in Kansas, Salina

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

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Top 2 Retirement Planning firms in Salina, Kansas (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

2121 E. Crawford Place,
Salina, KS, 67401
$2,574,184,94141310
A percentage of AUM, Hourly charges, Fixed fees
2

227 North Santa Fe,
Salina, KS, 67401
$459,772,246229031
A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Salina, Kansas

QualificationsFirm CRD# 148479

Assets Under Management $2,574,184,941

No. Of Clients413

Clients Per Financial Advisor41

ROCKY MOUNTAIN ADVISERS, LLC is a financial advisory firm situated in Salina, Kansas. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 413 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
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QualificationsFirm CRD# 157755

Assets Under Management $459,772,246

No. Of Clients2290

Clients Per Financial Advisor74

UNITED CAPITAL MANAGEMENT OF KANSAS, INC. is a financial advisory firm situated in Salina, Kansas. With a nearly $460M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2290 clients. The team consists of 31 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Education seminars/workshops
View Full Profile

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