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Jay Hedlund

Advisor at Financial Management Consultants LLC

Updated today
Financial Management Consultants LLC logo

Firm

Financial Management Consultants LLC

Location

Prairie Village, KS 66208

Credentials

Series 65

Industry experience

23 years

About

Jay Hedlund is a financial advisor at Financial Management Consultants LLC with 23 years of industry experience. He holds a Series 65 designation and has been with Financial Management Consultants since 1979. Financial Management Consultants LLC advises individuals, couples, trusts, estates, businesses, and retirement plans on a wide range of personal financial matters, including investments, tax planning, estate planning, and retirement planning. The firm emphasizes a target allocation between fixed-income and equity investments, using a bond-ladder approach and no-load mutual funds, and operates on an hourly fee basis without discretionary authority or asset custody.

Client services

Based on Financial Management Consultants LLC

Financial planning Selection of other advisers

Expertise

Based on Financial Management Consultants LLC

Income planning General estate planning guidance Cash flow / budgeting Equity Recipients (RS/RSU, SOP, ESPP)

Fee options

Project-based

$75 to $270 per hour, negotiable, no minimum fee

Other

Fee-only: Hourly fees only

Location

4121 West 83 Rd Street, Suite 150

Prairie Village, KS 66208

Most active in

Kansas · Missouri

Work history

Financial Management Consultants

1979 - Present (47 years)

Disclosures

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

Business activities & affiliations

Warmer team member

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