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Ethan Rethman

Advisor at Creative Planning

Updated today

Location

Seneca, KS

Credentials

Series 65

Industry experience

10 years

About

Ethan Rethman is a financial advisor at Creative Planning with 10 years of industry experience. He holds a Series 65 credential and previously worked at Invisor Financial LLC for 10 years before joining Creative Planning. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Client services

Based on Creative Planning

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Creative Planning

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Based on Creative Planning

Founder/Business Owner Executive Retired

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Fee options

Fixed

Financial planning fees typically range from $1,500 to $15,000; executive programs or complex cases range from $5,000 to $300,000; flat fees are negotiated and agreed upon beforehand

Percentage

$0 - $500,000: 1.20% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $25,000,000: 0.70% $25,000,001 - $50,000,000: 0.40% $50,000,001 - $100,000,000: 0.30% $100,000,001+: 0.25%

Project-based

Negotiable hourly fee for Retirement Plan Services and financial planning services

Other

Account minimum: $200,000 Minimum fee: Minimum management fee for clients with assets under $500,000; $10,000 minimum for nonprofit organizations; $10,000 minimum for consulting services in Retirement Plan Services; $1,000 minimum for 3(38) investment advisory services in Retirement Plan Services

Location

Seneca, KS

Most active in

Kansas

Work history

Creative Planning, LLC

2026 - Present (1 year)

Invisor Financial LLC

2016 - 2026 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Dane B

Series 65

Seneca, KS

AE Wealth Management, LLC

Dane Brinker is a Series 65-licensed financial advisor with AE Wealth Management, LLC, where he has worked since 2015. He has four years of industry experience. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, using a platform-centered approach that combines internally managed and third-party models.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Amber B

Series 66

Sabetha, KS

Independent Financial partners

Amber Bletscher is a financial advisor with Independent Financial Partners and holds a Series 66 designation. She has seven years of industry experience, including prior roles at National Securities and Heartland Wealth Strategies. Outside of advising, she serves as treasurer and board member of the USD 113 Foundation, participates in scholarship committees, and works as a substitute teacher for the USD 113 School District. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of approximately 261 independent advisors. The firm supports a decentralized advisory model, allowing individual advisors to set investment strategies, while also offering centralized asset management and specialized retirement-plan advisory and pension consulting services.

Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive Retired
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Steven S

Series 63, Series 66

Sabetha, KS

Thrivent Investment Management

Steven Stoller is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, Stoller manages a rental company that owns the office building where he conducts part of his business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and written recommendations on various financial topics, with an option to combine planning services with managed accounts under a consolidated billing system.

Business ownership considerations
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Jeffrey R

Series 63, Series 66

Sabetha, KS

Edward Jones

Jeffrey Russell is a financial advisor with Edward Jones in Sabetha, KS, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he owns a hay crop operation in Oneida, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets and supports a nationwide network of over 23,000 advisors and more than 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Rosette R

Series 63

Seneca, KS

LPL Financial

Rosette Randel is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 30 years of industry experience. She previously worked with Waddell & Reed, Inc. and various insurance carriers over 25 years. Randel serves on the board of the Nemaha Central FFA Alumni and Supporters. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a wide range of investment approaches through its in-house research team and large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Kellen R

Series 66

Sabetha, KS

Edward Jones

Kellen Russell is a financial advisor at Edward Jones with a Series 66 designation and two years of experience at the firm. His prior roles include positions at Lockton Affinity, LLC, SBS Insurance, and the University of Kansas Memorial Corporation, among others. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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