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Kellen Russell

Advisor at Edward Jones

Updated today

Location

Sabetha, KS

Credentials

Series 66

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Location

Sabetha, KS

Most active in

Kansas

Work history

Edward Jones

2024 - Present (2 years)

Lockton Affinity, LLC

2022 - 2025 (3 years)

SBS Insurance

2020 - 2022 (2 years)

Wenger Manufacturing, Inc.

2019 - 2020 (1 year)

University of Kansas Memorial Corporation

2016 - 2019 (3 years)

Edward Jones

2016 - 2017 (1 year)

City of Sabetha

2015 - 2018 (3 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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Carl M

Series 63, Series 65

Hiawatha, KS

One Capital Management, LLC

Carl Mueller is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Nations Financial Group, Inc for 18 years before joining One Capital Management in 2021. Outside of his advisory role, he is involved in insurance sales through Target Insurance Services. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory, and retirement plan solutions, employing a macroeconomic and fundamental research-based investment process that integrates active management with ETFs and diversified fixed income.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Real estate investing Cross-border / expatriate tax planning
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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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Ethan R

Series 65

Seneca, KS

Creative Planning

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.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Brett H

Series 63, Series 66

Hiawatha, KS

LPL Financial

Brett Holladay is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory role, he is involved in a bulk metal sales business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines advisory services with non-advisory product offerings such as insurance and annuities.

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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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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