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Financial Planners in Atchison, KS: 2026 rankings

13 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Atchison: UMB Bank (with drive-thru services), RFA Score 73/100; 4.8★ from 36 Google reviews; open Saturdays until 12 PM.

  2. 3

    Most-reviewed: Frontier Community Credit Union, 142 Google reviews at 4.1★, the most of 13 ranked; ranked #3.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

13 Atchison financial planners are ranked here by RFA Score, from eight published factors. 2 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 13 rated firms.

Top 10 financial planners in Atchison at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Atchison at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1UMB Bank (with drive-thru services)734.8★ (36)AtchisonSatTop score
2UMB Bank (with drive-thru services)694.7★ (52)Saint Joseph, 21 mi awaySat—
3Frontier Community Credit Union684.1★ (142)Leavenworth, 23 mi away—Most reviews
4First Command Financial Advisor - Bob Jorgensen675.0★ (24)Leavenworth, 21 mi away——
5First Command Financial Advisor - Kevin Wiley645.0★ (10)Leavenworth, 20 mi away——
6Donovan Brooks, CFP®645.0★ (13)Saint Joseph, 24 mi away——
7First Command Financial Advisor - Dan Lawrence645.0★ (9)Leavenworth, 21 mi away——
8Gertsema Wealth Advisors635.0★ (9)Saint Joseph, 23 mi away——
9Logan Financial Services635.0★ (8)Saint Joseph, 23 mi away——
10First Command Financial Advisor - Dan LaBar615.0★ (3)Leavenworth, 21 mi away——

All 13 financial planners in Atchison, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  6. #6 Donovan Brooks, CFP®

    Based in Saint Joseph, 24 mi away

    64/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3500 N Village Dr Ste 273, St Joseph, MO 64506
    View profile for Donovan Brooks, CFP®(816) 663-9229

  8. #8 Gertsema Wealth Advisors

    Based in Saint Joseph, 23 mi away

    63/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–3 PM · Sat–Sun closed
    Address
    2425 N Woodbine Rd Suite B & E, St Joseph, MO 64506
    View profile for Gertsema Wealth Advisors(816) 259-5060

  9. #9 Logan Financial Services

    Based in Saint Joseph, 23 mi away

    63/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 5.0★ from 8 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 8 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3715 Beck Rd Bldg C Ste 301, St Joseph, MO 64506
    View profile for Logan Financial Services(816) 689-0776

  11. #11 Heritage Investments

    Based in Saint Joseph, 23 mi away

    61/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Thu 9 AM–4:30 PM · Fri 9 AM–3:30 PM · Sat–Sun closed
    Address
    2407 N Woodbine Rd, St Joseph, MO 64506
    View profile for Heritage Investments(816) 364-4900

  12. #12 Bankers Life

    Based in Saint Joseph, 23 mi away

    60/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1213 N Belt Hwy A, St Joseph, MO 64506
    View profile for Bankers Life(816) 233-3590

Also serving Atchison

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Atchison
BusinessGoogle ratingDistance
Alex Gehring - ThriventIn Atchison
Berthel Fisher & CoIn Atchison
Brandon Hunt, Bankers Life Securities Financial Representative5.0★ (1)23 mi
Caudle Financial Group1.0★ (1)In Atchison
Edward Jones - Financial Advisor: Aldie Ensminger5.0★ (2)In Atchison
Edward Jones - Financial Advisor: Mick Hundley5.0★ (2)In Atchison
Edward Jones - Financial Advisor: Ryan D HallingIn Atchison
Edward Jones - Financial Advisor: Zoey A StecIn Atchison
Edward Jones InvestmentsIn Atchison
First Command5.0★ (2)21 mi
First Command District Advisor - George Harris21 mi
First Command Financial Advisor - Alan Hargreaves21 mi
First Command Financial Advisor - JJ Lourentzos5.0★ (1)21 mi
First Command Financial Planning20 mi
Global Commodity Analytics & Consulting LLCIn Atchison
Money Concepts & Mutual Savings20 mi
Steven Lutjen, Bankers Life Securities Financial Representative1.0★ (1)23 mi
The Retirement Pros20 mi
Thrivent: Jennifer Maxwell5.0★ (1)In Atchison
U.S. Bancorp Advisors - Financial Advisors: Saint Joseph20 mi

How we ranked Atchison financial planners

We scored 13 Atchison financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Atchison data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Atchison: frequently asked questions

Which financial planner has the highest RFA Score in Atchison?

By RFA Score, the highest-ranked financial planner in Atchison, KS is UMB Bank (with drive-thru services) with an RFA Score of 73/100. It has 4.8★ from 36 Google reviews. It is open Saturdays until 12 PM. UMB Bank (with drive-thru services) (#2) and Frontier Community Credit Union (#3) follow. We ranked 13 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Atchison?

RankedFinancialAdvisors ranks 13 financial planners serving Atchison, KS. 1 of them is based in Atchison; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Atchison work on weekends?

2 of 13 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are UMB Bank (with drive-thru services) (#1) and UMB Bank (with drive-thru services) (#2). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Atchison financial planners have?

The median Google rating among 13 rated financial planners in Atchison is 5.0★, with a median of 9 reviews. Frontier Community Credit Union has the most, 142 reviews, and ranks #3. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Atchison count in this ranking?

Yes, if they are within 25 mi of the Atchison city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Atchison ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Atchison a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Atchison

  1. November 2026: RFA Scores recalculated for 13 financial planners serving Atchison.

More financial planners and Atchison pages