Financial Advisors in Kansas City
Our Team
At Schwantes Financial, our financial advisors in Kansas City aim to provide top-notch advice with your best interests in mind. Our team works to help you achieve your financial goals.
Ronald P. Schwantes
Certified Financial Planner
Ron began his career in wealth management and financial planning in 1995, after a 25-year career in retail management. Ron specializes in personalized pre/post-retirement solutions and asset management, focusing on his clients’ overall objectives as they advance through the various stages of their lives. Ron earned a Bachelor of Science degree in Business and Economics from the University of Wisconsin-Platteville. He has also earned the designation of Certified Financial Planner™ Practitioner.
Ron is an active member of the Financial Planning Association (FPA) and past President of the Blue Springs morning Rotary. In his free time, Ron enjoys playing golf, recording/producing gospel music, and spending time with his family.
Nathan Schwantes
Financial Advisor Representative
Nathan began his career in finance in 2009 as an independent life and health insurance agent. He then joined S&A Financial Services, Inc. in 2010, working as an insurance planner & advisor assistant. In 2021, Nathan transitioned to become a registered investment advisor at S&A Financial Services, Inc. In 2024, Nathan and his father, Ronald Schwantes, opened their own Registered Investment Advisory firm called Schwantes Financial, LLC, focusing on helping clients with wealth management and retirement solutions.
Nathan went to Northwest Missouri State University in 1995. After college, he worked as a professional event planner for Stanford Productions. In January of 2000, he started his own event planning company called North Star Events, LLC. Nathan was a member of the Kansas City Convention & Visitors Association for 16 years, as well as a past member of the Kansas City Chamber of Commerce. Over the past 23 years, Nathan has planned & coordinated multiple charitable events in the Kansas City area, helping them raise thousands of dollars for a variety of good causes.
He is also a proud father to his son, who served in the United States Marines, and recently welcomed a granddaughter in 2021 and a second granddaughter in 2023. In his free time, Nathan enjoys spending time with his family, playing golf, and traveling abroad.
We are here for you
Personalizing Prosperity
Meet with our team and learn how we can help you thrive financially.
