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344 advisors near 67010
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Michael S
Series 63, Series 66
Rose Hill, KS
Tower Financial Strategies Corp.
Michael Snow is a financial advisor with Tower Financial Strategies Corp. in Rose Hill, Kansas, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Textron Aviation, Mountain Aviation, Eagle Strategies LLC, and New York Life Insurance Company. Outside of his advisory work, Snow serves as a board member for the Augusta Municipal Airport and volunteers with the Tower Aviation Institute, an aviation education organization. Tower Financial Strategies Corp. provides financial planning and investment advisory services to individuals, charitable organizations, and business entities, typically delivering one-time financial plans and referring clients to third-party investment managers. The firm also advises on and offers insurance products, annuities, ETFs, hedge funds, and private equity funds, operating primarily through non-discretionary client relationships and emphasizing due diligence of third-party managers.
Robert P
Series 65
Lenexa, KS
Paredes Capital LLC
Robert Paredes II is a Series 65-licensed financial advisor with six years of industry experience. He is the principal of Paredes Capital LLC, an independent firm he founded in 2026. Prior to that, he worked at Forvis Mazars Wealth Advisors, LLC for seven years and has experience in banking and law. Outside of his advisory work, he operates an online thrift sales business. Paredes Capital LLC provides discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a fundamentally driven, long-term investment strategy using diversified vehicles such as ETFs, individual stocks, bonds, and alternative investments, and includes oversight of unaffiliated Independent Managers in client portfolios.
Alec V
Series 65
Wichita, KS
Pollux Wealth Management
Alec Van Nort is a financial advisor at Pollux Wealth Management with two years of industry experience. He holds a Series 65 designation and previously worked at Textron Aviation and Bell Helicopter. Pollux Wealth Management provides portfolio management and financial planning to individual clients, trusts, estates, corporations, and private funds. The firm employs a model-based investment approach that integrates quantitative, fundamental, technical, cyclical, and economic analysis for asset allocation and security selection.
Marc V
CFA®
Wichita, KS
Redstone Advisors Inc
Marc Vincent is a CFA® charterholder with 34 years of industry experience. He has been with Redstone Advisors Inc in Wichita, KS since 1991. Redstone Advisors provides discretionary investment management primarily for institutional clients and high-net-worth individuals, focusing on separately managed fixed-income portfolios, especially municipal and government bonds. The firm emphasizes active fixed-income management with tailored portfolios and formalized reporting and governance procedures.
Caitlin S
CFP®
Wichita, KS
Gentry Private Wealth
Caitlin Sharp is a CFP® professional at Gentry Private Wealth with one year of experience in financial advising. Prior to joining Gentry Private Wealth, she worked at Intrust Bank for five years and has a background that includes roles in education at Kansas State University and Kinsley High School. Gentry Private Wealth provides personalized financial planning and discretionary portfolio management to individuals, families, and various entities including trusts and foundations. The firm’s investment approach focuses on client-specific analysis with an emphasis on fundamental research and a long-term orientation, complemented by a sponsored wrap fee program and additional family office and tax-related services.
Troy Y
CFA®, Series 63
Wichita, KS
Redstone Advisors Inc
Troy Young is a CFA® charterholder with 31 years of industry experience. He has been with Redstone Advisors Inc in Wichita, KS since 1991. Redstone Advisors provides discretionary investment management primarily for institutional clients and high-net-worth individuals, focusing on separately managed fixed-income portfolios, especially municipal and government bonds. The firm emphasizes active fixed-income management with tailored portfolios and formalized reporting and governance procedures.
Gregory P
Series 65
Wichita, KS
Redstone Advisors Inc
Gregory Palko is a financial advisor at Redstone Advisors Inc with 14 years of industry experience. He holds a Series 65 designation and has been with Redstone Advisors since 2011. Redstone Advisors provides discretionary investment management primarily for institutional clients and high-net-worth individuals, focusing on separately managed fixed-income portfolios, especially municipal and government bonds. The firm emphasizes active fixed-income management with tailored portfolios and formalized reporting and governance procedures.
Elijah C
Series 66
Wichita, KS
Legacy Map Design, LLC
Elijah Copas is a financial advisor with Legacy Map Design, LLC in Wichita, KS, holding a Series 66 designation and nine years of industry experience. He previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advising, he serves as a standardized patient for Kansas University Medical School, assisting in medical student training. Legacy Map Design provides portfolio management, financial planning, and business consulting services to individuals, high-net-worth clients, and business entities. The firm follows a non-discretionary investment approach based on modern portfolio theory, emphasizing tailored asset allocation and long-term strategies.
John E
Series 63, Series 65
Wichita, KS
Financial Benefits, Inc.
John Edgar is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and 25 years of industry experience. Prior to joining Cambridge, he worked at Ameriprise and its affiliates for 11 years. He serves as a board member and volunteer for the YMCA Child Care and Camp in Wichita. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing various account platforms and third-party strategists.
Jeffrey W
Series 66
Wichita, KS
Gentry Private Wealth
Jeffrey Wetta is a financial advisor at Gentry Private Wealth with 22 years of industry experience and holds the Series 66 designation. He previously worked at V Wealth Management, LLC dba Wetta & Jones, LLC and LPL Financial LLC. Outside of his advisory role, he serves on the Planned Giving Advisory Council for the Catholic Diocese of Wichita and is a board member for the Diocese's nonprofit school education fund, as well as a campaign team member for Catholic Charities. Gentry Private Wealth provides personalized financial planning and discretionary portfolio management to individuals, families, and various entities, including high-net-worth clients. The firm emphasizes client-specific analysis with a primarily fundamental, long-term investment approach, offers family office services, and sponsors its own wrap fee program.
Randall Y
Series 65
Wichita, KS
Yeisley Wealth Solutions, Inc.
Randall Yeisley is the sole advisor at Yeisley Wealth Solutions, Inc. in Wichita, KS, holding a Series 65 designation with 16 years of industry experience. He has led several related businesses, including Yeisley Financial Group, Inc. and Yeisley Tax Solutions, Inc., serving as president of these firms. Outside of advisory services, he operates a seasonal lawn care business. Yeisley Wealth Solutions serves individual and high-net-worth clients by providing written financial plans, consultations, and portfolio management through both advisor-managed accounts and third-party model portfolios on the AE Wealth Management platform. The firm combines fundamental, technical, tactical, and strategic asset allocation methods, employing a wrap-fee TAMP to centralize model access, trading, and reporting.
Jason D
Series 66
Wichita, KS
Douglass Investment Group
Jason Douglass is a financial advisor with Douglass Investment Group, holding a Series 66 designation and 15 years of industry experience. He has worked at Douglass Investment Group since 2024 and previously at Douglass Wealth Management, LLC and Raymond James Financial Services. Douglass Investment Group is an SEC-registered investment adviser serving individuals, high-net-worth clients, and banking or thrift institutions. The firm offers discretionary investment management and financial planning services, tailoring strategies to clients’ time horizons and risk tolerances with a focus on maintaining long-term purchasing power.
Nicholas O
CFP®, Series 66
Wichita, KS
Financial Benefits, Inc.
Nicholas Oglesby is a CFP® with 20 years of industry experience, currently serving as an advisor at Financial Benefits, Inc. He has worked with Cambridge Investment Research Advisors since 2018 and has prior experience at MetLife Securities and Wealth Conductor. Outside of his advisory work, he facilitates educational series for The Fathers House in Hutchinson, KS. Financial Benefits, Inc. is a small financial planning firm that serves individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm offers personal and business financial planning as well as estate document preparation, providing services on a fixed or negotiated fee basis while investment management is handled through an affiliation with Cambridge Investment Research Advisors.
Justin R
Series 65, Series 66
Andover, KS
Pollux Wealth Management
Justin Rocheleau is a financial advisor at Pollux Wealth Management in Wichita, KS, holding Series 65 and Series 66 licenses with three years of industry experience. He is also the owner of three non-investment businesses: JR Mortgage Group, Vici Funding LLC, and Rock Financial Company. Pollux Wealth Management provides portfolio management and financial planning services to individuals, trusts, estates, corporations, and private funds. The firm employs a model-based investment approach that incorporates quantitative, fundamental, technical, cyclical, and economic analysis to guide asset allocation and security selection.
Lance R
Series 66
Wichita, KS
Legacy Map Design, LLC
Lance Rappard is a financial advisor with Legacy Map Design, LLC in Wichita, KS, holding a Series 66 designation and 15 years of industry experience. He has worked at Legacy Map Design since 2013 and previously held roles at On Investment Management Co, The O.N. Equity Sales Company, and Ohio National Financial Services. Outside of his advisory work, Mr. Rappard serves as president of the Lance Rappard Insurance Agency, where he provides life insurance and annuity recommendations. Legacy Map Design offers portfolio management, financial planning, and business consulting services to individuals, high-net-worth clients, and business entities. The firm employs a non-discretionary investment approach based on modern portfolio theory, emphasizing tailored asset allocation and quarterly reviews documented in individualized Investment Policy Statements.
Thomas D
CFP®, Series 66
Wichita, KS
Douglass Investment Group
Thomas Douglass is a CFP® with 27 years of industry experience, currently serving as CEO and managing partner at Douglass Investment Group. His prior experience includes roles at Wells Fargo Advisors and Raymond James Financial Services. Outside of advisory work, he is also an insurance agent. Douglass Investment Group LLC is an SEC-registered investment adviser that provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and banking institutions. The firm’s investment approach is tailored to clients’ time horizons and risk tolerances, utilizing strategies such as asset allocation, dollar-cost averaging, and technical analysis, with most accounts managed on a discretionary basis.
Shawn S
Series 63, Series 65
Wichita, KS
Pollux Wealth Management
Shawn Sokolosky is a financial advisor at Pollux Wealth Management with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Frontier Wealth Management LLC for nine years. Pollux Wealth Management provides portfolio management and financial planning services to individual clients, including high-net-worth households, as well as trusts, estates, corporations, and private funds. The firm employs a model-based investment process that incorporates quantitative, fundamental, technical, cyclical, and economic analysis to guide asset allocation and security selection.
Jerald B
Series 65
Wichita, KS
Gentry Private Wealth
Jerald Betts is a financial advisor at Gentry Private Wealth with three years of industry experience. He holds a Series 65 designation and has worked at firms including HV Management, LLC and Leslie Rudd Investment Co. Outside of advisory services, he is sole owner of Jerald Betts Advisory Services, LLC, which provides business valuation, business exit planning, outsourced CFO services, and income tax planning. He also serves as a director at High Plains Farm Credit, an agriculture lending institution. Gentry Private Wealth offers personalized financial planning and discretionary portfolio management to individuals, families, and various entities, including high-net-worth clients. The firm emphasizes client-specific analysis and fundamental research, operating a sponsored wrap fee program and providing family office services and affiliated tax/accounting support.
Richard S
CFP®, Series 63, Series 65
Wichita, KS
Financial Benefits, Inc.
Richard Stumpf is a CFP® with 39 years of experience in financial advising. He is affiliated with Financial Benefits, Inc. and has worked with Cambridge Investment Research and Cambridge Investment Research Advisors for over two decades. Outside of advising, he is an independent insurance agent for multiple companies. Financial Benefits, Inc. is a small, state-registered financial planning firm serving individuals, trusts, estates, corporations, charitable organizations, and retirement plans. The firm offers personal and business financial planning as well as estate-document preparation, operating with a small client roster and providing services on a fixed, quoted, or negotiated fee basis.
Patricia S
Series 63, Series 65
Wichita, KS
Redstone Advisors Inc
Patricia Statham is a financial advisor at Redstone Advisors Inc in Wichita, KS, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has been with Redstone Advisors since 1995. Redstone Advisors provides discretionary investment management primarily for institutional clients and high-net-worth individuals, focusing on separately managed fixed-income portfolios, especially municipal and government bonds. The firm emphasizes active fixed-income management with tailored portfolios and formalized reporting and governance procedures.
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344 advisors near 67010
Out of 400,000+ nationwide