Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Robin S
Series 63, Series 65
Kansas City, MO
Sterneck Capital Management LLC
Robin Sterneck is a financial advisor at Sterneck Capital Management LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has served with Sterneck Capital Management since 2014. Outside of advisory work, he is a trustee on the Board of Trustees for EPR Properties, Inc., and works as a facilitator and trainer for leadership development courses through the KC Central Exchange, as well as a business consultant and speaker on leadership and networking topics through Highland Birch LLC. Sterneck Capital Management provides discretionary investment management and financial planning services to individuals, trustees, foundations, and corporate clients. The firm employs a multi-cap, value-oriented investment approach focused on fundamental analysis and long-term strategies, offering diversified portfolios that include equities, ETFs, mutual funds, private investments, and cash management options.
Austin D
CFP®, Series 63, Series 66
Kansas City, MO
Sterneck Capital Management LLC
Austin Drake is a CFP® professional with 10 years of industry experience. He has been with Sterneck Capital Management LLC since 2018 and previously worked at FBR Capital Markets & Co. and B. Riley & Co., LLC. He is based in Kansas City, MO. Sterneck Capital Management provides discretionary investment management and financial planning to individuals, trustees, foundations, and corporate clients. The firm employs a multi-cap, value-oriented approach focused on fundamental analysis, long-term investing, and tactical rebalancing, offering diverse portfolio options including individual equities, ETFs, mutual funds, and private investments.
Frank S
Series 63, Series 65
Park City, UT
Sterneck Capital Management LLC
Frank Sterneck is a financial advisor at Sterneck Capital Management LLC with 28 years of industry experience. He has been with Sterneck Capital Management since 1989 and holds Series 63 and Series 65 licenses. Sterneck Capital Management provides discretionary investment management and financial planning to individuals, trustees, foundations, and corporate clients. The firm follows a multi-cap, value-oriented approach focused on fundamental analysis with a long-term perspective and tactical rebalancing, managing assets across diverse securities and offering expanded separately managed account strategies.
Brandie G
Series 65
Waterloo, NE
Sterneck Capital Management LLC
Brandie Giffin is a financial advisor at Sterneck Capital Management LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Sterneck Capital Management since 2014. Outside of her advisory role, she and her husband operate a small Airbnb rental at their lake home. Sterneck Capital Management provides discretionary investment management and financial planning services to individuals, trustees, foundations, and corporate clients. The firm follows a multi-cap, value-oriented investment approach focused on fundamental analysis and long-term strategies, incorporating various asset types and recently expanded third-party SMA offerings.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters