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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement Retired

14 advisors near 67846

Out of 400,000+ nationwide

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Anthony B

Series 63, Series 65

Garden City, KS

Pinion Wealth Management, LLC

Anthony Bell is a financial advisor with Pinion Wealth Management, LLC in Lenexa, KS, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Purshe Kaplan Sterling Investments since 2018 and previously with Securities America Inc. from 2005 to 2018. Bell is also involved with Pinion Insurance Agency, where he serves as an insurance agent. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors, utilizing a combination of model portfolios, sub-advisors, and multiple analytical approaches to construct and monitor client investment programs. The firm is distinguished by its ownership structure, including a CPA firm and affiliated broker-dealer, which supports integrated retirement plan consulting and advisory services.

Private / alternative investments Options & derivatives strategies Founder/Business Owner
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Kyle H

Series 63, Series 65

Garden City, KS

Wells Fargo Clearing

Kyle Herrman is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 13 years with Commerce Bank and Commerce Brokerage Services, Inc. Outside of his advisory work, he is involved in an agricultural business, H & H Acres, LLC, in Garden City, KS. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Retired Founder/Business Owner
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Richard M

Series 63, Series 65

Garden City, KS

LPL Enterprise

Richard Mcnaught is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has worked at Prudential Insurance Company of America since 1978 and joined LPL Enterprise in 2024. He is an investor in AllHay.com, LLC, a business entity for tax and investment purposes. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model portfolios and third-party asset management programs, and a range of securities and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Angela B

Series 66

Garden City, KS

LPL Enterprise

Angela Bordewick is a financial advisor at LPL Enterprise with four years of industry experience. She holds a Series 66 designation and has worked previously at The Prudential Insurance Company of America and Pruco Securities LLC. Bordewick is also involved with the Calzonetti Group, an insurance and financial services business. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services with insurance product offerings.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Bradley K

CFP®, Series 66

Garden City, KS

Edward Jones

Bradley Kolowski is a CFP® professional affiliated with Edward Jones, where he has worked since 2012, accumulating 13 years of industry experience. He holds the Series 66 designation and is based in Garden City, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Business ownership considerations Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Preston J

Series 66

Garden City, KS

Edward Jones

Preston Johnson is a Series 66-licensed financial advisor with Edward Jones, based in Garden City, Kansas. He has nine years of industry experience, including previous roles at RedZone Coil Tubing LLC and a brief period of unemployment before joining Edward Jones in 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Founder/Business Owner
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Diana F

Series 63, Series 65

Garden City, KS

OSAIC

Diana Farr is a financial advisor with OSAIC Wealth Inc. in Garden City, Kansas, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior experience includes roles at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. She is also president of Financial Avenues Inc., where she oversees sales of insurance and investment products. OSAIC Wealth Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Annuities Founder/Business Owner Executive Retired
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Larry N

Series 63

Garden City, KS

Ameriprise

Larry Nance is a financial advisor at Ameriprise with 39 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research and modeling techniques to deliver tailored, non-discretionary recommendations through a centralized consulting team, supporting a wide range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jeffrey W

Series 66

Garden City, KS

Edward Jones

Jeffrey Weeast Jr. is a Series 66-licensed financial advisor with Edward Jones in Garden City, Kansas, where he has worked since 2007. He has 19 years of industry experience. Outside of financial advising, he is a partner in a local snow cone coffee shop. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Mickey H

Series 63, Series 65

Garden City, KS

LPL Financial

Mickey Hunter is a financial advisor with LPL Financial in Garden City, KS, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with LPL Financial since 2008. Hunter operates a separate business under the name Financial Footnotes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment delivery options supported by an in-house research team and combines large-scale advisory operations with various non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Grant E

CFP®, Series 66

Garden City, KS

Wells Fargo Clearing

Grant Elpers is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved with Finney County Catbackers, a Kansas State University athletics support organization, where he holds the position of secretary and helps organize fundraising events. Wells Fargo Clearing provides retirement plan consulting primarily to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services guided by an IPS-driven process grounded in modern portfolio theory. The firm’s offerings include a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Roger R

Series 63, Series 66

Garden City, KS

Raymond James Financial

Roger Ratliff is a financial advisor with Raymond James Financial Services Advisors, Inc. in Garden City, Kansas, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His prior work includes roles at Cetera Advisors LLC and ownership of Ratliff Financial LLC and Pishny Financial Services LC. Outside of advising, he owns Ratliff Financial LLC, which provides office space to a local accounting firm. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing firm research and a broad affiliate network to support tailored client solutions.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Renee C

Series 63, Series 66

Garden City, KS

Wells Fargo Clearing

Renee Crittenden is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors, Commerce Brokerage Services, and Commerce Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options that notably include insurance-related vehicles and bank deposit sweep programs.

Retired Founder/Business Owner
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Travis N

Series 66

Garden City, KS

Edward Jones

Travis Neidig is a financial advisor at Edward Jones with two years of industry experience. He previously worked at KCB Bank and Valley State Bank, and has served on local organizations including the Kansas State High School Activities Association and the Garden City Recreation Commission. He is a board member of the Garden City Community College Broncbuster Athletic Association, which supports funding student-athlete scholarships. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management General retirement planning Founder/Business Owner
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