Advisor at Allworth financial, L.P.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Allworth financial, L.P.
Location
Lawrence, KS 66047
Credentials
CFP®, Series 63, Series 65
Industry experience
32 years
Financial planning services fixed fees generally ranging from $1,500 to $30,000, negotiable based on complexity
Commissions earned by AW Securities on variable annuities; up to 10 basis points additional compensation to investment adviser representatives based on total revenue from assets under management
Performance-based fees charged to private fund limited partners at 1.50% annual management fee plus incentive allocation of 20% of remaining distributable proceeds after preferred return; however, no performance-based fees charged for other client accounts
Account minimum: $2,500 Minimum fee: $2,500 annual minimum fee for asset management in Wrap and Non-Wrap Fee Programs; $3,500 minimum annual fee for qualified retirement plan consulting services
AW Securities
2023 - Present (3 years)
Afa Inc
2021 - 2023 (2 years)
Afa Inc Dba Affinity Financial Advisors
2020 - 2023 (3 years)
Cetera Advisor Networks LLC
2013 - 2023 (10 years)
Mcdaniel & Mcdaniel Financial Services
2001 - 2023 (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Lawrence, KS
Kaylin Dillon Financial Planning
Hi I'm Kaylin. I specialize in financial planning for couples with prenups, blended families and separate assets. I'm a passionate advocate for making money matters transparent and accessible. 🤝You don't have to choose between planning for your shared future vision and having your own financial goals. I started my career at Morgan Stanley in 2012 where I was a Financial Advisor and Portfolio Manager. I started Kaylin Dillon Financial Planning in 2021 driven by a desire to modernize financial planning for couples with prenups, blended families, and separate assets. Ongoing Planning and Investment Management for couples with: ⚖️ Prenuptial agreements 👨👩👧👦 Blended families 💵 Separate assets One-time Plan and Prenup Prep service for: 💍 Engaged couples 💒 Newlyweds
Series 66
Eudora, KS
Edward Jones
Series 66
Lawrence, KS
Edward Jones
Series 66
Lawrence, KS
Edward Jones
Series 66
Lawrence, KS
Fidelity
Slayd Casey is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2025. His career includes experience as a Financial Advisor at Summit Pointe Financial Group from 2021 to 2022, as well as roles as a Personal Banker at PNC Bank in 2021 and BBVA Bank from 2017 to 2021. Throughout his career, Slayd has worked closely with clients to help them navigate their financial and retirement journeys. He focuses on discussing clients' goals and dreams and co-creating solid financial plans tailored to their needs.
CFP®, Series 66
Lawrence, KS
Edward Jones
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