Clayton Wealth Partners

Clayton Wealth Partners (CRD# 105898) is a financial advisory firm headquartered in Topeka, KS. They manage $405,345,237 in 1,338 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    405
    MILLION
  • Total Number of Accounts
    1,338
    ACCOUNTS
  • Average Account Value
    $302,949
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, GA, IL, KS, MA, MD, MO, NC, NE, OK, TX, VA

Financial Advisors at Clayton Wealth Partners
Showing 1 - 8 of 8 top financial advisors.
1
Debra A. Clayton
CRD#: 2165594
716 South Kansas Avenue, Topeka, KS 66603
96
Wealthminder
score

Debra Clayton (CRD# 2165594) is an Investment Advisor Representative working at Clayton Wealth Partners in Topeka, KS and has over 26 years of experience in the finance industry. Debra Clayton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Randy J. Clayton
CRD#: 842998
716 South Kansas Avenue, Topeka, KS 66603
96
Wealthminder
score

Randy Clayton (CRD# 842998) is an Investment Advisor Representative working at Clayton Wealth Partners in Topeka, KS and has over 37 years of experience in the finance industry. Randy Clayton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kathleen A. Heit
CRD#: 5292872
716 South Kansas Avenue, Topeka, KS 66603
96
Wealthminder
score

Kathleen Heit (CRD# 5292872) is an Investment Advisor Representative working at Clayton Wealth Partners in Topeka, KS and has over 10 years of experience in the finance industry. Kathleen Heit has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Nathan J. Stucky
CRD#: 6107863
716 South Kansas Avenue, Topeka, KS 66603
93
Wealthminder
score

Nathan Stucky (CRD# 6107863) is an Investment Advisor Representative working at Clayton Wealth Partners in Topeka, KS and has over 5 years of experience in the finance industry.

5
Luanne Underwood
CRD#: 4729422
4060 Indian Creek Parkway, Overland Park, KS 66207
93
Wealthminder
score

Luanne Underwood (CRD# 4729422) is an Investment Advisor Representative working at Clayton Wealth Partners in Overland Park, KS and has over 14 years of experience in the finance industry.

6
Barbara J. Duncan
CRD#: 5716333
716 South Kansas Avenue, Topeka, KS 66603
90
Wealthminder
score

Barbara Duncan (CRD# 5716333) is an Investment Advisor Representative working at Clayton Wealth Partners in Topeka, KS and has 1 year of experience in the finance industry. Barbara Duncan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Elizabeth A. Young
CRD#: 5715790
716 South Kansas Avenue, Topeka, KS 66603
90
Wealthminder
score

Elizabeth Young (CRD# 5715790) is an Investment Advisor Representative working at Clayton Wealth Partners in Topeka, KS and has 1 year of experience in the finance industry. Elizabeth Young has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Eric S. Purcell
CRD#: 5401555
716 South Kansas Avenue, Topeka, KS 66603
87
Wealthminder
score

Eric Purcell (CRD# 5401555) is an Investment Advisor Representative working at Clayton Wealth Partners in Topeka, KS and has 1 year of experience in the finance industry.

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