Top financial advisors in Hutchinson, KS
We’ve curated a list of the best financial advisors in Hutchinson, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$24,663,458
Number of advisors
2 advisors
| $24,663,458 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Hutchinson, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Hutchinson. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
North Fork Financial, LLC
North Fork Financial, LLC, located in Hutchinson, Kansas, was established in September 2021, with Seth Matthew Surface serving as the Investment Advisor Representative. Mr. Surface holds a Bachelor's degree in Business Administration with a focus on Finance from Emporia State University. He is also a licensed insurance agent/broker and may offer insurance products, ensuring to act in the client's best interest as a fiduciary. As a fiduciary, Mr. Surface does not receive any additional economic benefits beyond advisory fees, emphasizing his commitment to clients' best interests. He has not been involved in any legal or disciplinary events that are material to his evaluation. Shawn Wyatt, the Chief Compliance Officer of North Fork Financial, LLC, supervises and monitors Mr. Surface's activities to ensure compliance with the firm's Code of Ethics. Clients can access more information about Mr. Surface on the SEC's website by searching CRD #7252492. Mr. Surface has successfully completed the SIE, Series 7, and Series 66 exams, demonstrating his expertise in the financial industry. For any inquiries regarding Mr. Surface's services, clients can contact Shawn Wyatt at 620-931-8891.
$24,663,458 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Hutchinson, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Hutchinson. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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