KS · Ottawa

Fiduciary advisors in Ottawa, KS

2 advisors with offices in Ottawa. Credentials, fee structures, and minimums are disclosed on each listing.

2 listed Low coverage · not indexed

2 results in Ottawa

Advanced Investments LLC

Ottawa, Kansas

Advanced Investments LLC, based in Ottawa, Kansas, provides investment management services to business owners and individuals. The firm employs a five-step planning process that begins with a discovery conversation, moves through plan development and implementation, and includes periodic reviews and adjustments. Service areas include tax liability planning, employee benefits strategy, business exit planning, risk management, and personal retirement planning tailored to business owners.

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Jarred Sterling - Financial Advisor

Ottawa, Kansas

Retirement Planning Investment Management

Jarred Sterling is a financial advisor in Ottawa, Kansas offering investment management and retirement planning services. The firm works through a five-step process beginning with a client conversation to understand financial circumstances and goals, followed by plan development, implementation, periodic review, and ongoing adjustments. The advisor addresses a range of planning topics including tax management, risk mitigation, business exit strategies, and employee benefits planning for business owners.

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Financial advisors in Ottawa, Kansas

Advisors serving Ottawa specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Kansas's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.

Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.

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