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Lisa Marie Mccue

Advisor at Equitable Advisors — Paxico, KS

Updated today

Credentials

Series 63, Series 65

Experience

14 years

Location

Paxico, KS

Equitable Advisors logo

Equitable Advisors

Institution

Total advisors

4,648

Across 969 offices

Clients per advisor

16 Very Low

Avg AUM per client

$609,299 High

HNW client ratio

47% Very High

About

Lisa Mccue is a financial advisor at Equitable Advisors with 14 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for Oppenheimer & Co. Inc. for nine years. In addition to her advisory role, she serves as the mayor of Paxico, Kansas. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of programs and third-party asset managers to tailor investment solutions based on client information and risk tolerance.

Client services

Based on Equitable Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Equitable Advisors

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Concentrated stock management Equity Recipients (RS/RSU, SOP, ESPP) Long-term care insurance

Occupation focus

Based on Equitable Advisors

Founder/Business Owner Retired Executive

Demographic focus

Based on Equitable Advisors

Approaching retirement Sandwich Generation

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Fee options

Fixed

Financial planning fixed fees range from $250 to $25,000.

Percentage

$0+: 0% for financial planning fees (not AUM based) $0+: 0.20% to 2.50% annually for asset management advisory services, depending on the LPL or TAMP program and asset levels as summarized in detailed tier chart $0+: 0.30% to 2.50% maximum annual advisory fees across various LPL programs and TAMPs, negotiable

Commissions

Brokerage and insurance commissions are received when clients purchase such products separately from advisory services.

Project-based

Financial planning hourly fees generally range from $100 to $400 per hour.

Other

Minimum fee: Financial planning fixed fees range from $250 to $25,000 for new clients; follow-on reviews range from $250 to $12,500. Hourly rates range from $100 to $400 per hour. Fee-only: Financial planning fixed fees $250 to $25,000, hourly fees $100 to $400 per hour.

Location

See office

Paxico, KS

Paxico KS

Advisors at this office

1

Most active in

Kansas

Work history

14 years of industry experience

Equitable Advisors, LLC

2025 - Present • 1 year

New York, NY

Oppenheimer & Co. Inc.

2016 - 2025 • 9 years

Topeka, KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Bonnie M

CFP®, Series 65

Rossville, KS

Blazing Star Financial

Bonnie Maize is a CFP® with four years of industry experience and serves as an advisor at Blazing Star Financial. She is also Chief Financial Officer of Omni Circle Group, Inc., a nonprofit organization, and provides tax preparation and small business consulting through Blazing Star Tax, LLC. Licensed to practice law in Kansas, she offers legal services related to her nonprofit and tax activities. Blazing Star Financial is a small advisory firm with two principals managing approximately $2.25 million for about two dozen clients. The firm offers comprehensive financial planning and discretionary investment management, emphasizing passive portfolio construction with mutual funds and ETFs, and provides values-based investment options upon request.

Annuities General estate planning guidance Cash flow / budgeting Business exit / sale strategy Values-based investing Mid-Career Professionals Approaching retirement
user avatar

John G

Series 65

Rossville, KS

MariPau Wealth Management LLC

John Glynn is a financial advisor with MariPau Wealth Management LLC in Rossville, KS, holding a Series 65 credential and two years of industry experience. He has worked at Horak Legacy Group and MariPau Wealth Management since 2023. Outside of advising, he is an equal partner in 4Geez LLC, a real estate investment company. MariPau Wealth Management provides tailored investment advisory and portfolio management services, financial planning, and educational seminars for individual and high-net-worth clients. The firm utilizes a network of advisory affiliates, third-party independent managers, and technology platforms to deliver customized investment solutions.

Annuities
user avatar

Parker W

Series 66

Wamego, KS

Creative Planning

Parker Waters is a financial advisor at Creative Planning with four years of industry experience. He holds a Series 66 designation and previously worked at Arvest Wealth Management and Wamego Telecommunications. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical and tax-efficient techniques.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired

Adam G

Series 66

Wamego, KS

Edward Jones

Adam Greenwalt is a financial advisor at Edward Jones with six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Parker Hannifin from 2013 to 2019. Outside of his advisory role, he owns and operates a cattle operation and a small nursery tree farm in Saint George, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services through a nationwide network of financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar

Jamie H

Series 63, Series 65

Rossville, KS

Cetera

Jamie Heydenreich is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Cetera Investment Services LLC in 2021, Heydenreich worked at AE Financial Services, AE Wealth Management, the Office of the Kansas Securities Commissioner, and Gradient Insurance Brokerage. Outside of his advisory work, he assists with his son's 3D printing business. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Sarah L

CFP®, Series 66

Wamego, KS

Edward Jones

Sarah Lovendahl Pacheco is a CFP® professional with 14 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charitable giving & philanthropy Business ownership considerations Retirement income strategy ESG / Sustainable investing Inheritance planning Founder/Business Owner LGBTQIA
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