Meritrust Credit Union

Meritrust Wealth Management Team*

Frank Flower

LPL* Financial Advisor

Frank.Flower@meritrust.org 316.219.7725 Read Bio›

Meet Frank Flower, Financial Advisor at Meritrust Wealth Management, available through LPL Financial, L.P. Frank has obtained his FINRA Series 7, 63 and 66 licenses. He is a lifelong Wichitan with a passion for helping people and serving others. Frank understands financial planning can be overwhelming, which is why he's focused on providing clarity for his clients and building confidence along the way. As a Financial Advisor, he's dedicated to building strong relationships and being a continuous partner in helping ensure quality of financial life. Check out Frank on FINRA's BrokerCheck

Dallas Walker

LPL* Financial Advisor

Dallas.Walker@meritrust.org 316.252.8009 Read Bio›

Meet Dallas Walker, Financial Advisor at Meritrust Wealth Management, available through LPL Financial, L.P. As a Financial Advisor, Dallas is passionate about making a difference in his members' lives. Dallas' greatest joy in financial planning is lifting a weight off his members' shoulders and giving them confidence they're on the right track financially. He knows every member's situation is unique, and he enjoys the opportunity to build relationships with members and get to know their goals and dreams. Dallas understands the importance of planning for the future through the various life stages of wealth accumulation and, ultimately, wealth distribution. Check out Dallas on FINRA's BrokerCheck

Jarrett Raney

LPL* Financial Advisor

Jarrett.Raney@meritrust.org 316.558.5027 Read Bio›

Meet Jarrett Raney, Financial Advisor at Meritrust Wealth Management, available through LPL Financial, L.P., Jarrett wants to help his members feel confident in their financial futures. He understands the decisions to work through in financial planning can be overwhelming. Jarrett appreciates the opportunity to partner with members to walk them through options to recommend a suitable strategy for their situation. Check out Jarrett on FINRA's BrokerCheck

Ashlee Childress

LPL* Financial Advisor

Ashlee.Childress@meritrust.org 316.219.7791 Read Bio›

Meet Ashlee Childress, Financial Advisor at Meritrust Wealth Management, available through LPL Financial, L.P. Ashlee is passionate about helping others feel empowered and confident in their financial decisions that leads to a strong financial future. Her goal is to make sure members are comfortable to where they can ask questions regarding their financial situation and feel secure in their knowledge of their financial plan. She understands the importance of planning at any stage in life and wants to help each member as they work towards their goals.
Department Number: 316-669-2186

Your life-centered financial planning

When helping you plan for your future, we meet you where you're comfortable. Our LPL* financial advisors understand you have both short-term and long-term financial goals, and they are ready to help you pursue them all. The team of financial planners in Wichita understands the markets we serve and are only a phone call away. They will be there for you to help you prepare for life's changes, whether you're planning for a comfortable retirement, saving for a child's education or anticipating new career opportunities.

Our Financial Advisors provide access to a full range of financial planning services, including:

Retirement planning services
Exploring tax planning strategies
Protecting your family
Navigating family changes: birth, loss of a loved one, marriage or divorce
Building a legacy
Saving for higher education
Planning for long-term care needs
Exploring investment strategies
Creating a plan for your small business

A look into your future

Our retirement calculators and help you create a plan for your future savings goals. Using a calculator can help you stay on track, adjust when needed and feel more confident along your financial well-being journey.

What rate do I need to support my retirement? How much do I need to fund my retirement? How much do I need to save for college?

How may we help you?

In today's market, it's essential to work with a financial advisor who can provide you insight and guidance based on an understanding of your unique situation. As a member of Meritrust Credit Union, you have access to our knowledgeable and dedicated LPL* Financial Advisors. If you want to start a conversation about your finances or just hear your options, fill out the form below to get in touch.

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Meritrust Credit Union and Meritrust Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Meritrust Wealth Management, and may also be employees of Meritrust Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Meritrust Credit Union or Meritrust Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals.This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS

Check the background of investment professionals associated with this site on FINRA's BrokerCheck