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Randall S

Series 66

Lees Summit, MO

Infinity Financial Services Advisory

Randall Silvey is a financial advisor with Infinity Financial Services Advisory, holding a Series 66 designation and possessing 23 years of industry experience. Prior to joining Infinity Financial Services Advisory in 2020, he worked at LPL Financial from 2013 to 2017. Outside of his advisory work, he is the owner of Royal CBD, an online cannabidiol sales business. Infinity Financial Services Advisory is a multi-advisor firm serving individual and high-net-worth clients with portfolio management, financial planning, and pension consulting. The firm employs a multi-method investment approach and integrates a range of investment strategies and products, including options and complex instruments, within its portfolio construction and risk management processes.

Options & derivatives strategies
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Cody H

Series 63, Series 65

Kansas City, MO

American Century Investments Private Client Group, Inc.

Cody Hughes is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 designations and has eight years of industry experience. Prior to joining American Century Investment Services, Inc. in 2018, he worked at Kansas State University for three years. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios managed by internal teams and focuses on portfolios primarily composed of American Century and Avantis mutual funds and ETFs.

Tax-loss harvesting
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James R

Series 63, Series 66

Kansas City, MO

Modern Wealth Management, LLC

James Rankin Jr. is a financial advisor at Modern Wealth Management, LLC in Kansas City, MO, with nine years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at CreativeOne Securities, CreativeOne Wealth, LLC, and AE Wealth Management, LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and retirement plans, utilizing a centralized Investment Committee and a combination of model portfolios and third-party managers in its approach.

Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Public Service Employee Founder/Business Owner Military & Veterans Values-based investing Mid-Career Professionals
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Ryan M

Series 66

Kansas City, MO

American Century Investments Private Client Group, Inc.

Ryan Mc Laughlin is a financial advisor with American Century Investments Private Client Group, Inc., holding a Series 66 credential and two years of industry experience. His prior work includes roles at MassMutual Life Insurance Company, Thrivent Financial, and North American Savings Bank. He served in the United States Navy from 2013 to 2017. American Century Investments Private Client Group, Inc. offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios emphasizing strategic asset allocation and diversification, with a focus on affiliated mutual funds and ETFs.

Tax-loss harvesting
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Jeffrey V

Series 63, Series 65

Kansas City, MO

Copper Financial

Jeffrey Vineyard is a financial advisor at Copper Financial with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with Copper Financial Network LLC since 2014. Outside of his advisory role, he is a member of Treehouse Capital, LLC, a real estate investment company. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and other program credit unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online Guided Investing options for both individual and institutional clients.

General retirement planning Income planning Self-Employed
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Johnathan H

Series 66

Lee's Summit, MO

The Wealth Consulting Group

Johnathan Hines is a financial advisor with The Wealth Consulting Group holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at LPL Financial, V Wealth Advisors LLC, and Waddell & Reed, Inc. Since 2023, he has also engaged with Wealthroute, LLC, a business entity for tax and investment purposes. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies and utilizes both active and passive investments alongside advisor-enhanced algorithmic portfolio services.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Shane T

Series 63, Series 65

Kansas City, MO

UMB Financial Services, Inc.

Shane Toner is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses with 13 years of industry experience. His prior roles include positions at CommunityAmerica Financial Solutions and Waddell & Reed Inc. He also allocates time to investment management services with UMB Bank. UMB Financial Services, Inc. primarily provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple program options and access to a range of investment products. The firm employs a combination of model-based and manager-driven approaches and is affiliated with UMB Bank and UMB Investment Management.

ESG / Sustainable investing Wealth management Active portfolio management
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Caleb H

Series 63, Series 65

Kansas City, MO

American Century Investments Private Client Group, Inc.

Caleb Hein is a financial advisor at American Century Investments Private Client Group, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Century Investment Services, Inc. since 2018. Prior to that, he was affiliated with the University of Central Missouri for four years. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios managed by in-house teams and primarily invests in proprietary mutual funds and ETFs, focusing on clients with modest account minimums.

Tax-loss harvesting
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Kelly F

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Kelly Frazier is a financial advisor at Prairie Capital Management Group, LLC with 19 years of industry experience. She holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Prairie Capital primarily serves high-net-worth individuals, families, and various institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, selecting and monitoring independent portfolio managers without directly investing client assets in most cases.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Jack K

CFP®, Series 66

Kansas City, MO

Modern Wealth Management, LLC

Jack Knutson is a CFP® and Series 66-licensed advisor with three years of industry experience. He is currently with Modern Wealth Management, LLC and has prior experience at Northwestern Mutual Wealth Management Company, Merrill, and Bank of America. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management alongside financial planning and modular services.

Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Public Service Employee Founder/Business Owner Military & Veterans Values-based investing Mid-Career Professionals
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Charles K

CFP®, Series 66

Lees Summit, MO

Modern Wealth Management, LLC

Charles Kasper is a CFP® professional with 19 years of industry experience, currently serving as an Executive Advisor at Modern Wealth Management, LLC. He has held previous roles at Mutual Securities, Inc., Barber Financial, Financial Security Inc., and has been involved with Life Strategies Analytics, where he serves as a Financial Analyst and holds ownership. Kasper’s work at Life Strategies Analytics focuses on independent research and analysis. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across 94 advisors. The firm provides comprehensive financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and retirement plans, utilizing a centralized Investment Committee and a combination of strategic and tactical portfolio management approaches.

Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Public Service Employee Founder/Business Owner Military & Veterans Values-based investing Mid-Career Professionals
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Angela G

Series 63, Series 65

Kansas City, MO

UMB Financial Services, Inc.

Angela Gates is a financial advisor with UMB Financial Services, Inc. She holds Series 63 and Series 65 licenses and has 27 years of industry experience. Angela has worked at UMB Bank, n.a., UMB Financial Services Inc., and UMB Insurance Inc. since the early 1990s and 2008, respectively. UMB Financial Services, Inc. provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through various program options, including a wrap-fee platform. The firm uses a combination of model-based and manager-driven approaches and maintains affiliations with UMB Bank, n.a. and UMB Investment Management.

ESG / Sustainable investing Wealth management Active portfolio management
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Tracy F

Series 66

Lee's Summit, MO

ON Investment Management CO

Tracy Ford is a financial advisor at ON Investment Management Company with five years of industry experience. He holds a Series 66 credential and has worked at firms including Commonwealth Financial Network and Normandy Investment Advisors. Outside of his advisory role, he owns Elite Supplemental Benefits, a consulting and organizing business. ON Investment Management Company is a multi-team SEC-registered investment adviser serving individuals, families, trusts, charitable organizations, and businesses. The firm offers comprehensive financial planning and access to various third-party investment programs, managing client portfolios through a mix of discretionary and non-discretionary arrangements.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Philip M

CFP®

Kansas City, MO

First National Advisers, LLC

Philip Michaud is a CFP® professional with experience in wealth management and banking, currently serving at First National Advisers, LLC since 2026. His career includes roles at UMB Private Wealth Management, UMB Bank, and U.S. Bank. First National Advisers, LLC provides discretionary investment management to individual and institutional clients, including high-net-worth individuals, through a team-based service emphasizing asset allocation, fund screening, and risk monitoring. The firm is a wholly owned subsidiary of First National Bank of Omaha and manages approximately $7.3 billion in discretionary assets.

Wealth management ESG / Sustainable investing Real estate investing
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Elena B

Series 66, Series 63

Kansas City, MO

American Century Investments Private Client Group, Inc.

Elena Bone is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 66 licenses and has two years of industry experience. Her prior work includes roles at American Century Investment Services, Kurt Goeser State Farm, and in education settings. American Century Investments Private Client Group offers discretionary investment management and financial planning services to individuals, trusts, and other entities, focusing on households with modest investment thresholds. The firm utilizes model portfolios managed by in-house teams, primarily investing in proprietary mutual funds and ETFs.

Tax-loss harvesting
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Frank M

CFP®, CFA®, Series 63, Series 65

Kansas City, MO

First National Advisers, LLC

Frank Maggiorotto Jr. is a CFP® and CFA® with six years of industry experience, currently affiliated with First National Advisers, LLC in Kansas City, MO. He has held roles at Country Club Trust Company, Country Club Financial Services, Inc, and Tower Wealth Managers, Inc. since 2015. First National Advisers, LLC is a wholly owned subsidiary of First National Bank of Omaha that provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm employs a team-based Private Wealth Reserve service focusing on asset allocation, fund screening, and risk monitoring to implement model portfolios across varied investment objectives.

Wealth management ESG / Sustainable investing Real estate investing
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Brendan R

Series 66

Kansas City, MO

American Century Investments Private Client Group, Inc.

Brendan Ryan is a financial advisor with American Century Investments Private Client Group, Inc., holding a Series 66 designation. He has recent experience across several firms and roles since 2023. Prior to entering the financial industry, he was involved in collegiate and minor league baseball organizations. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services primarily to individual clients, trusts, and charitable organizations with modest account minimums. The firm uses model portfolios managed by internal asset allocation teams and emphasizes proprietary funds, detailed reporting, and household account aggregation.

Tax-loss harvesting
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Arthur L

Series 66

Kansas City, MO

UMB Financial Services, Inc.

Arthur Lewis is a financial advisor at UMB Financial Services, Inc. based in Kansas City, MO. He holds a Series 66 designation and joined the firm in 2025. Prior to his current role, he was employed at UMB Bank and Lowe’s, and was a full-time student for ten years. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and combines investment management with municipal advisory services, supported by its affiliation with UMB Bank.

ESG / Sustainable investing Wealth management Active portfolio management
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Katie F

Series 63, Series 65

Kansas City, MO

American Century Investments Private Client Group, Inc.

Katie Fisher is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 designations and has four years of industry experience. Her prior work includes roles at American Century Investment Services, Inc., Classial Conversations, LifeWay Christian Bookstores, and H&R Block. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses model portfolios managed by dedicated asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs.

Tax-loss harvesting
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Jarrod P

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Jarrod Pierson is a financial advisor at Prairie Capital Management Group, LLC with 19 years of industry experience. He holds the Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Prairie Capital primarily serves high-net-worth individuals, families, and a variety of institutional clients, offering asset consulting, investment supervisory services, and management of limited partnerships and pooled investment vehicles. The firm employs a multi-manager, multi-strategy investment approach, focusing on selecting and monitoring independent portfolio managers rather than directly investing client assets for most accounts.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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