Jonathan R. Harner
WICHITA WEALTH MANAGEMENT
Wichita, KS 67212
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CRD#: 6705851
Professional summary
Jonathan R Harner, CFP® is a registered financial advisor currently at WICHITA WEALTH MANAGEMENT, LLC located in Wichita, Kansas.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jonathan has worked at 1 firm and has passed the Series 65 exam.
Biography
We create financial plans and manage investments to help our clients achieve superior real-life results.
Schedule an appointment now by visiting www.wichitawealth.com
There is a lot of noise and conflicting opinions about retirement finances. On the best days, the noise can be confusing. On the worst days, it can be deafening. As fiduciary, fee-only, Certified Financial Planners we guide our clients through the noise and clutter so they can achieve superior real-life financial results.
Here are some common questions we help our clients answer:
Will my spouse be okay if I unexpectedly pass away?
Can my spouse and I maintain our lifestyle we retire?
How much money do I need to retire?
When can I retire?
Will I run out of money in retirement?
What happens if the market drops 30 percent after I retire?
We help you answer these questions by working with you to create a custom financial plan for your lifetime’s retirement savings. Without a plan, investors are more likely to invest based on the fads and fears of the moment, instead of using historical data to meet their most cherished financial goals. Your retirement savings are too important to make decisions about without a plan.
As independent, fiduciary, fee-only, CFPs let us help you answer the questions above.
Schedule an appointment now by visiting www.wichitawealth.com
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Investment Advice with Ongoing...
Medical Professionals
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan R Harner's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
October 4, 2016 - Present
WICHITA WEALTH MANAGEMENT, LLC
Office #1: 889 N Maize Rd Suite 109, Wichita, KS 67212RIA
CRD#: 141157
Wichita, KS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kansas(10/4/2016)
Current Firm
WICHITA WEALTH MANAGEMENT, LLC
STUKEY FINANCIAL PLANNING | WICHITA WEALTH MANAGEMENT, LLC | STUKEY, JEFFORY L.
CRD#: 141157 / SEC#:
Kansas
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Contact information
Main Address
889 N Maize Rd Suite 109, Wichita, KS 67212
Mailing Address
Phone number
(316) 722-1010
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 245 |
| AUM (Assets Under Management) | $ 48,516,470 |
Red Flags
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Company Information
WICHITA WEALTH MANAGEMENT, LLC
CRD#: 141157Wichita, KS 67212TRUST BUT VERIFY
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