#1The Perspective Group
THE PERSPECTIVE GROUP, LLC
Serves this area from Lawrence, KS (20 mi)
Retirement Plan Advisors in Jefferson County, KS
The top-ranked retirement plan advisors serving Jefferson County, KS are The Perspective Group, Ofg Financial Services, Inc. and Proactive Capital Management, Inc.. We list 6 retirement plan advisors serving Jefferson County, KS. 6 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Jefferson County, KS. 6 providers, 6 of the top 6 verified against federal or state records. Registry records checked on 2026-11-04.
Top 6 ranked retirement plan advisors for Jefferson County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | The Perspective Group | SEC-registered investment adviser (CRD)#175294 | Lawrence, KS (20 mi) | (785) 749-1881 |
| 2 | Ofg Financial Services, Inc. | SEC-registered investment adviser (CRD)#23940 | Topeka, KS (21 mi) | (785) 233-4071 |
| 3 | Proactive Capital Management, Inc. | SEC-registered investment adviser (CRD)#297791 | Topeka, KS (25 mi) | (785) 215-8080 |
| 4 | Ae Wealth Management, LLC | SEC-registered investment adviser (CRD)#282580 | Topeka, KS (25 mi) | (866) 363-9595 |
| 5 | Endeavor Private Wealth, Inc. | SEC-registered investment adviser (CRD)#313053 | Topeka, KS (26 mi) | (785) 329-2510 |
| 6 | Schwarz Investment Partners | SEC-registered investment adviser (CRD)#113556 | Silver Lake, KS (28 mi) | (785) 582-5805 |
#2Ofg Financial Services, Inc.
OFG FINANCIAL SERVICES, INC.Serves this area from Topeka, KS (21 mi)#3Proactive Capital Management, Inc.
PROACTIVE CAPITAL MANAGEMENT, INC.Serves this area from Topeka, KS (25 mi)#4Ae Wealth Management, LLC
AE WEALTH MANAGEMENT, LLCServes this area from Topeka, KS (25 mi)#5Endeavor Private Wealth, Inc.
ENDEAVOR PRIVATE WEALTH, INC.Serves this area from Topeka, KS (26 mi)#6Schwarz Investment Partners
SCHWARZ INVESTMENT PARTNERSServes this area from Silver Lake, KS (28 mi)
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Frequently asked questions
How many retirement plan advisors serve Jefferson County?
We list 6 retirement plan advisors serving Jefferson County, KS: 0 based there and 6 serving it from nearby. 6 of the top 6 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Jefferson County?
The top-ranked retirement plan advisors serving Jefferson County, KS are The Perspective Group, Ofg Financial Services, Inc., Proactive Capital Management, Inc., Ae Wealth Management, LLC and Endeavor Private Wealth, Inc.. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Jefferson County are verified against official records?
6 of the top 6 match an active official record: The Perspective Group (U.S. Securities and Exchange Commission), Ofg Financial Services, Inc. (U.S. Securities and Exchange Commission), Proactive Capital Management, Inc. (U.S. Securities and Exchange Commission), Ae Wealth Management, LLC (U.S. Securities and Exchange Commission) and Endeavor Private Wealth, Inc. (U.S. Securities and Exchange Commission), and 1 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Oskaloosa, Valley Falls, Perry, McLouth, Meriden, Ozawkie, Nortonville, Winchester, Grantville, Williamstown