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269 advisors near
66605
within the area shown on the map
Out of 400,000+ nationwide
Allison A
Series 66
Topeka, KS
LPL Financial
Allison Armitage is a financial advisor at LPL Financial with eight years of industry experience. She holds the Series 66 designation and has worked at Blue Owl Securities LLC and Royal Alliance Associates prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management along with research support from internal and third-party sources.
Delores K
Series 63, Series 65
Topeka, KS
Wells Fargo Clearing
Delores Kirkpatrick is a financial advisor with Wells Fargo Clearing in Frontenac, MO, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in an IPS-driven approach and modern portfolio theory. The firm’s investment options include insurance-related vehicles and bank deposit sweep programs, distinguishing it from many large institutional advisers.
Kendall B
CFP®, ChFC®, Series 66
Topeka, KS
Cetera
Kendall Beemer is a CFP® and ChFC® with four years of industry experience currently advising at Cetera. Prior to joining Cetera, Kendall held roles at Avantax Insurance Agency and Avantax Investment Services, and has been involved with Link Wealth Strategies since 2022. He serves on the planning team for the Bridge Builders Club, an educational program providing personal finance and investment knowledge to middle and high school students in Topeka. Cetera Investment Advisers LLC is a large SEC-registered advisory platform serving a diverse client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager approach to portfolio management with access to a variety of program structures and third-party managers.
Bridget B
CFP®, ChFC®, Series 66
Topeka, KS
Edward Jones
Bridget Broderick is a financial advisor with Edward Jones in Topeka, KS, holding the CFP®, ChFC®, and Series 66 designations, with 11 years of industry experience. She has been with Edward Jones since 2014 and is also involved with Hair Concepts, a business she has been part of since 2013. Outside of finance, she serves as a board member for the Topeka Performing Arts Center, assisting with operational decisions and fundraising. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.
Travis W
Series 66
Topeka, KS
Edward Jones
Travis Williams is a financial advisor with Edward Jones in Topeka, KS, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Farm Bureau Insurance and has longstanding experience in banking and trust services at CoreFirst Bank and Trust. He also assists his parents in their maintenance and janitorial business a few hours per week. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.
Renee J
Series 66
Topeka, KS
Edward Jones
Renee Johnson is a financial advisor with Edward Jones in Topeka, KS, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Bio One and the Topeka Rescue Mission Ministries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Desmond H
CFP®, Series 63, Series 65
Topeka, KS
Cambridge Investment Research Advisors
Desmond Henry is a CFP® with 18 years of industry experience, currently affiliated with Cambridge Investment Research Advisors since 2016. He also owns Afflora Financial Life Planning, a financial planning business based in Topeka, KS. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering services such as financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals.
Terry B
Series 63, Series 66
Topeka, KS
STIFEL
Terry Beeman is a financial advisor at Stifel with 44 years of industry experience. He has held his position at Stifel since 2007. Beeman holds Series 63 and Series 66 credentials and is based in Topeka, Kansas. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analysis and allocation guidance intended to support client decision-making.
Julie C
Series 63, Series 65
Topeka, KS
Cetera
Julie Connor is a financial advisor at Cetera with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Cetera Advisors LLC since 2013 and Martell Financial Services since 2002. Outside of her advisory role, she is co-owner and president of Employee Benefit Services, Inc., providing group health and other insurance services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a variety of third-party money managers.
Tammy H
Series 63, Series 66
Topeka, KS
Cetera
Tammy Harmon is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Avantax Advisory Services and related entities for over a decade before joining Cetera in 2025. Outside of her advisory role, she is the owner and sole proprietor of Harmon Financial and Tax Services, offering tax preparation and bookkeeping services. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and custodial arrangements.
Dana J
Series 63, Series 65
Topeka, KS
LPL Financial
Dana Johnson is a financial advisor with LPL Financial in Topeka, KS, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at LPL Financial since 2021 and has operated DJ Wealth Strategies since 2018. Johnson also has experience with Waddell & Reed dating back to 2007 and involvement with various insurance carriers through W&R Insurance Agencies Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from internal and third-party sources.
Sheree G
Series 66
Topeka, KS
Edward Jones
Sheree Gallion is a Series 66-licensed advisor with Edward Jones in Topeka, KS, where she has been with the firm since 1996. She also serves as a local election judge in Frankfort, Kansas, overseeing election operations at her precinct. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment strategies, supported by a nationwide network of over 23,700 financial advisors.
Brian C
Series 66
Topeka, KS
Wells Fargo Advisors
Brian Casebeer is a financial advisor with Wells Fargo Advisors in Topeka, KS, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2016. Outside of his advisory role, he is involved in several businesses, including co-owning a wealth management practice and a marketing business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm utilizes proprietary research and planning tools to develop customized recommendations, with flexible implementation options through brokerage or advisory programs.
Ashley B
Series 66
Topeka, KS
Edward Jones
Ashley Bonura is a financial advisor with Edward Jones in Topeka, KS, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Bonura worked at Merrill Lynch, CoreFirst Bank and Trust, and Genesis Health Clubs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated products supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.
Nancy H
Series 66
Topeka, KS
Raymond James Financial
Nancy Haufler is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and the State of Kansas Department of Administration. Outside of her advisory role, she is involved in organizing a family festival called Gary's Farm Fest in Grantville, KS. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs in municipal advisory and SIMPLE IRA employer consulting.
Brenda S
Series 63, Series 65
Topeka, KS
Primerica Advisors
Brenda Shupe is a financial advisor with Primerica Advisors in Topeka, KS, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its advisory services.
George S
Series 63, Series 65
Topeka, KS
STIFEL
George Schuler is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. Outside of his advisory role, Schuler serves as President of the Sherwood Improvement District in Topeka, Kansas, where he oversees funding and maintenance for local roads and water systems. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.
Kendall C
Series 63, Series 66
Topeka, KS
LPL Financial
Kendall Curry is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and totaling 29 years of industry experience. Prior to joining LPL Financial in 2023, Curry worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2017 to 2023, and has operated DM Bruce Associates since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.
Kris W
CFP®, Series 63, Series 65
Topeka, KS
Wells Fargo Clearing
Kris Welborn is a CFP® with 31 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 holds power of attorney responsibilities for his parents’ investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs.
Aric H
Series 66
Topeka, KS
LPL Financial
Aric Harrington is a financial advisor at LPL Financial with 20 years of industry experience and holds a Series 66 designation. His previous roles include work at Arrowwealth Financial LLC and James Cook. Harrington has also been involved with Calvary Lutheran Church and the Topeka School Fund. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management supported by in-house and third-party research.
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Finding advisors...
269 advisors near
66605
within the area shown on the map
Out of 400,000+ nationwide