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Glen Mishler

Advisor at Aurora Private Wealth, INC.

Updated today

Location

Wichita, KS 67226

Credentials

Series 63

Industry experience

39 years

About

Glen Mishler is a financial advisor with Aurora Private Wealth, Inc. based in Wichita, KS, holding a Series 63 designation and 38 years of industry experience. He has worked at Comprehensive Asset Management & Servicing, Inc. since 2010 and has been involved with Planned Professional Advisory and Planned Professional Services, Inc. since 1990. Outside of advising, he owns a tax preparation business and sells fixed insurance products. Aurora Private Wealth, Inc. provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, independent manager selection, and retirement plan consulting through a network of supervised investment adviser representatives who tailor strategies to client objectives.

Client services

Based on Aurora Private Wealth, INC.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Aurora Private Wealth, INC.

Options & derivatives strategies Wealth management Charitable giving & philanthropy

Occupation focus

Based on Aurora Private Wealth, INC.

Executive

Fee options

Fixed

Fixed fees for financial planning and consulting services range from $500 to $15,000; fixed fees for retirement plan consulting range from $1,000 to $15,000; fixed fees for model portfolio management services negotiated case-by-case

Percentage

0.25% to 2.95% annually (negotiable and tiered by IAR discretion)

Commissions

Commissions on purchase and sale of securities through APW Capital, an affiliated broker-dealer; commissions on insurance products through affiliated insurance agency

Project-based

Hourly fees for financial planning and consulting range from $50 to $800 per hour; hourly fees for retirement plan consulting are negotiable

Other

Minimum fee: Fixed fees for financial planning and consulting services range from $500 to $15,000; for retirement plan consulting services fixed fees range from $1,000 to $15,000 Fee-only: Fixed fees and/or hourly fees for financial planning, consulting, and retirement plan consulting services

Location

8100 East 22 Nd Street, Bldg 100 8

Wichita, KS 67226

Most active in

Kansas

Work history

Comprehensive Asset Management & Servicing, Inc.

2010 - Present (16 years)

Planned Professional Advisory

1990 - Present (36 years)

Planned Professional Services, Inc.

1990 - Present (36 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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Stacey A

Series 66

Wichita, KS

American Freedom Investments, LLC

Stacey Alan is a financial advisor at American Freedom Investments, LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones, Ohio National Financial Services, The O.N. Equity Sales Company, and Kansas Real Estate Consultants. In addition to his advisory role, he operates a sole proprietorship focused on life insurance, annuities, disability, and long-term care insurance sales. American Freedom Investments provides discretionary investment supervisory services to individual investors, high-net-worth clients, trusts, and corporate pension and profit-sharing plans. The firm’s investment approach centers on fundamental and macroeconomic analysis with portfolios primarily composed of sector-focused ETFs, alongside explicit risk-management procedures and use of fixed indexed annuities to address retirement income gaps.

Annuities
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Michael S

Series 63, Series 66

Rose Hill, KS

Tower Financial Strategies Corp.

Michael Snow is a financial advisor with Tower Financial Strategies Corp. in Rose Hill, Kansas, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Textron Aviation, Mountain Aviation, Eagle Strategies LLC, and New York Life Insurance Company. Outside of his advisory work, Snow serves as a board member for the Augusta Municipal Airport and volunteers with the Tower Aviation Institute, an aviation education organization. Tower Financial Strategies Corp. provides financial planning and investment advisory services to individuals, charitable organizations, and business entities, typically delivering one-time financial plans and referring clients to third-party investment managers. The firm also advises on and offers insurance products, annuities, ETFs, hedge funds, and private equity funds, operating primarily through non-discretionary client relationships and emphasizing due diligence of third-party managers.

Options & derivatives strategies Annuities
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Jonathan H

CFP®, Series 65

Wichita, KS

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Jonathan Harner is a CFP® with nine years of industry experience, currently serving as the sole advisor at Wichita Wealth Management, LLC. His prior work includes two years at Leprino Foods Inc. and multiple years with Wichita Wealth Management in two separate periods. Wichita Wealth Management provides wealth management, financial planning, and retirement-plan services to individual investors, families, couples, and small businesses. The firm operates as a fee-only fiduciary, focusing on asset allocation and a long-term buy-and-hold investment approach using no-load mutual funds and ETFs, with tailored advisory services across various financial planning needs.

General retirement planning Medicare planning Roth conversion strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner Retired
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Sean S

Series 63, Series 65

Wichita, KS

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Sean Spencer is a financial advisor with Access Capital, LLC in Wichita, KS, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes eight years at TRUENORTH, INC./IMA Wealth, Inc. Spencer serves on the Dean's Advisory Board for the W. Frank Barton School of Business at Wichita State University. Access Capital serves individual and high-net-worth clients by providing investment advisory and financial planning services, including portfolio management, risk assessment, and estate planning. The firm customizes strategies based on client objectives and risk tolerance, conducting quarterly account reviews and managing held-away retirement accounts through third-party platforms.

Annuities
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Jeremy R

Series 65

Haysville, KS

Summit Wealth LLC

Jeremy Rowley is a financial advisor at Summit Wealth LLC in Haysville, Kansas, holding a Series 65 designation with one year of industry experience. He also serves as a tax advisor for SR Accounting Service Inc., where he has worked since 2013. Summit Wealth LLC provides ongoing portfolio management and financial planning services primarily for individual clients, utilizing multiple analysis methods and emphasizing long-term trading with customized model allocations. The firm prepares Investment Policy Statements for clients and offers both discretionary and non-discretionary management, with accounts reviewed at least quarterly.

Passive / index investing General retirement planning
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Robert P

Series 65

Lenexa, KS

Paredes Capital LLC

General retirement planning Tax strategies for small businesses Wealth management Passive / index investing
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