Clayton Wealth Partners

Clayton Wealth Partners (CRD# 105898) is a financial advisory firm headquartered in Topeka, KS. They manage $541,628,141 in 1,506 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    542
    MILLION
  • Total Number of Accounts
    1,506
    ACCOUNTS
  • Average Account Value
    $359,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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, KS, MO, NC, NE, NH, OK, TX, VA

Financial Advisors at Clayton Wealth Partners
Showing 1 - 7 of 7 top financial advisors.
1
Debra A. Clayton
CRD#: 2165594
716 South Kansas Avenue, Topeka, KS 66603

Debra Clayton (CRD# 2165594) is an Investment Advisor Representative working at Clayton Wealth Partners in Topeka, KS and has over 28 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

Randy Clayton (CRD# 842998) is an Investment Advisor Representative working at Clayton Wealth Partners in Topeka, KS and has over 39 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
Barbara J. Duncan
CRD#: 5716333
716 South Kansas Avenue, Topeka, KS 66603

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.

4
Eric S. Purcell
CRD#: 5401555
716 South Kansas Avenue, Topeka, KS 66603

Eric Purcell (CRD# 5401555) is an Investment Advisor Representative working at Clayton Wealth Partners in Topeka, KS and has over 3 years of experience in the finance industry.

5
Luanne Underwood
CRD#: 4729422
11300 Tomahawk Creek Parkway, Suite 190, Leawood, KS 66211

Luanne Underwood (CRD# 4729422) is an Investment Advisor Representative working at Clayton Wealth Partners in Leawood, KS and has over 16 years of experience in the finance industry.

6
Elizabeth A. Young
CRD#: 5715790
716 South Kansas Avenue, Topeka, KS 66603

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.

7
Zachary W. Pohlenz
CRD#: 6786389
716 South Kansas Avenue, Topeka, KS 66603

Zachary Pohlenz (CRD# 6786389) 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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