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248 advisors near
64029
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Out of 400,000+ nationwide
Darren G
Series 63, Series 65
Raytown, MO
Cetera
Darren Garrison is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with Cetera since 2014 and also manages Garrison & Associates / The Tax Shoppe, a tax and accounting service where he is an enrolled agent. In addition to his advisory work, he is a partner at Collective Wealth Management LLC, a financial services DBA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of more than 10,000 independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.
Julie B
Series 66
Raytown, MO
Edward Jones
Julie Buckner is a Series 66 credentialed financial advisor with Edward Jones in Raytown, Missouri, with over 15 years of experience at the firm. She has transitioned within Edward Jones from its investments division to its wealth management arm. Outside of her advisory role, she has been a consultant for Young Living Essential Oils since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of investment strategies and affiliated services through a large network of advisors and branch offices nationwide.
Grant M
Series 66
Lee's Summit, MO
OSAIC
Grant Messner is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for five years. In addition to his advisory role, he provides tax and servicing assistance through Martin Tax & Financial Services and works in food service in a back-of-house capacity. OSAIC serves a wide range of retail and institutional clients, offering brokerage and investment advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that can include multiple asset classes and accommodate client-imposed restrictions.
Anna S
Series 63, Series 65
Blue Springs, MO
Primerica Advisors
Anna Simbeck is a financial advisor with Primerica Advisors in Blue Springs, MO, holding Series 63 and Series 65 registrations and having one year of industry experience. Her prior work includes roles at VALIC Financial Advisors, Kustom Signals, Inc & MPH Industries, and the Olathe Police Department. She is also appointed as an agent to sell non-securities insurance products for AGIA. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery investment strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.
Brian O
ChFC®, Series 63, Series 66
Lee's Summit, MO
Cetera
Brian Orr is a financial advisor at Cetera with 28 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Orr has worked at several firms throughout his career, including Equity Bank and Securities America. He serves on the investment committee for Lees Summit Community Church, providing oversight of the church’s finances. Cetera Investment Advisers LLC is an SEC-registered adviser that offers a multi-manager platform to a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Michelle H
Series 66
Lees Summit, MO
LPL Financial
Michelle Hutton is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. She has worked at LPL Financial since 2018 and previously held roles at INVEST Financial Corporation and Central Trust Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors.
Marshall D
Series 63, Series 65
Lee's Summit, MO
LPL Financial
Marshall Darby is a financial advisor with LPL Financial in Lee's Summit, Missouri, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has been with LPL Financial since 2011. Darby is also involved with Darby & Associates Financial Group, an entity associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by extensive operational and research tools.
Brian S
CFP®, ChFC®, Series 66
Lees Summit, MO
Edward Jones
Brian Sandy is a financial advisor at Edward Jones in Lees Summit, MO, holding CFP®, ChFC®, and Series 66 designations with 10 years of industry experience, all with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive nationwide advisor and branch network as well as its affiliated capabilities beyond advisory services.
Tyler P
Series 66
Blue Springs, MO
LPL Financial
Tyler Porter is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His career includes roles at Waddell & Reed, Inc, CBP, Inc, and BSSD R-4 before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research support.
David B
PFS™, Series 66
Lees Summit, MO
LPL Financial
David Burson II is a financial advisor with LPL Financial holding the PFS™ designation and Series 66 license. He has two years of industry experience, including prior roles at Avantax Advisory Services and Avantax Investment Services Inc., and has managed his own firm, DSB Services, LLC dba Padgett Advisors, since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a variety of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive resources and technology.
Michael R
CFP®, Series 66
Blue Springs, MO
Edward Jones
Michael Rowe is a CFP® and holds a Series 66 designation with 11 years of industry experience, all of which he has spent at Edward Jones since 2015. He is based in Blue Springs, MO. 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 strategies, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch network as well as affiliated financial capabilities.
Laurie M
Series 66
Lee's Summit, MO
OSAIC
Laurie Martin is a financial advisor at OSAIC with 12 years of industry experience. She holds a Series 66 credential and has worked at Woodbury Financial Services, National Planning Corporation, and Rains and Spiegel, LLC. In addition to her advisory role, she is a licensed attorney in Missouri providing legal representation for indigent defendants and volunteer legal services. Laurie is also the owner and officer of Martin Tax & Financial Services, a corporation offering tax and financial guidance. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of affiliated advisers and advisory platforms. The firm utilizes various asset-allocation tools and offers integrated brokerage, advisory, and third-party managed solutions across multiple account types.
Douglas T
CFP®, ChFC®, Series 63, Series 66
Odessa, MO
Edward Jones
Douglas Turnbough is a CFP® and ChFC® with 21 years of experience, all spent at Edward Jones in Odessa, MO. He serves on advisory boards for Missouri State University and the University of Missouri’s Personal Financial Planning Industry Advisory Board. He also participates on the Lafayette County Health Department advisory committee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Laurie W
Series 66
Blue Springs, MO
LPL Financial
Laurie Wiley is a financial advisor with LPL Financial in Blue Springs, MO, holding a Series 66 designation and 15 years of industry experience. Prior to joining LPL Financial in 2021, she was associated with Hoot Owl Financial and has served on several community organizations, including Truman Heritage Habitat for Humanity and the Independence Chamber of Commerce. Outside of her advisory role, she is involved with INDE TALKS, a local business initiative. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning and portfolio management services to individuals, retirement plans, banks, and institutions. The firm supports its network of over 22,800 advisors with various investment platforms and operational tools, managing more than $819 billion in discretionary assets.
Joseph G
Series 63, Series 65
Lees Summit, MO
Raymond James Financial
Joseph Ganote is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. Prior to joining Raymond James in 2020, he worked at Waddell & Reed, Inc. and Bankers & Investors Co. Ganote operates an independent contracting business under the name Beyond Wealth Advisors and is president of JCKG Enterprises LLC, which supports his financial planning practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and consulting that incorporates risk profiling and modeling to support client goals.
Rebecca K
ChFC®, Series 63, Series 65
Blue Springs, MO
Edward Jones
Rebecca Knepper is a financial advisor at Edward Jones in Blue Springs, MO, holding the ChFC®, Series 63, and Series 65 designations with 19 years of industry experience. She has been with Edward Jones since 2007. 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 strategies, including discretionary and non-discretionary wrap fee portfolios, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.
Kevin C
Series 63, Series 66
Lees Summit, MO
Edward Jones
Kevin Carpenter is a financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 designations. 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 advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds.
Lindsey B
Series 63, Series 65
Independence, MO
Cetera
Lindsey Burnside is a financial advisor at Cetera with Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Cetera, she worked at Woodbury Financial Services, Spring Venture Group, and Cerner Corporation. Burnside is also the owner of Burnside & Associates (S-Corp), where she handles banking, taxes, and S-Corp planning. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party managers.
Whitney P
ChFC®, Series 66
Lees Summit, MO
Edward Jones
Whitney Poettgen is a financial advisor at Edward Jones with 4 years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2022, she worked at Salesforce and Cerner Corp. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and maintains a large network of financial advisors and branch offices nationwide.
John S
Series 66, Series 63
Blue Springs, MO
Edward Jones
John Skinner is a financial advisor at Edward Jones in Blue Springs, MO, holding Series 63 and Series 66 designations with 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1997. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.
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248 advisors near
64029
within the area shown on the map
Out of 400,000+ nationwide