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953 advisors near
89081
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Out of 400,000+ nationwide
Donald M
Series 65
Las Vegas, NV
Encompass More Asset Management LLC
Donald Marino is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and one year of industry experience. Prior to his current role, he worked in the automotive sector for several years at various dealerships in Nevada. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies that include proprietary models and third-party sub-advisers, offering a range of investment options from traditional equities and fixed income to private placements and digital asset exposures.
Bryan W
Series 63, Series 66
Las Vegas, NV
MissionSquare Retirement
Bryan Wilhelm is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has held previous roles at ICMA-RC Services, Morgan Stanley, Merrill, U.S. Bancorp Investments, Ameriprise Advisor Services, and UBS Financial Services. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management using asset-class allocation models and personalized strategies.
Andrew F
CFP®, ChFC®, Series 63, Series 65
Las Vegas, NV
Simon Quick Advisors, LLC
Andrew Ferguson Sr. is a Certified Financial Planner® and Chartered Financial Consultant® with 43 years of industry experience. He is currently with Simon Quick Advisors, LLC and has previously worked at Proquility Private Wealth Partners, Bank of America, and Merrill. He serves as a board member for the Boys and Girls Clubs of Southern Nevada Foundation, assisting with the investment policy and oversight of the organization's asset manager. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax services, and administrative support. The firm employs a diverse investment approach, including use of proprietary quantitative analysis and active monitoring, and offers distinctive services such as fund sponsorship and sub-advisory arrangements.
Gregory G
Series 63, Series 65
Las Vegas, NV
Gradient Advisors, LLC
Gregory Griffin is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His work history includes positions at Brookstone Capital Management, Griffin Investment Services, and his own firm, Griffin Advisory Services, which he has owned and operated since 2006, dedicating approximately 75% of his time to financial planning and insurance sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives, employing a largely non-discretionary model and utilizes various analytical methods to align portfolios with client objectives and risk tolerance.
Frank C
Series 63, Series 65
Las Vegas, NV
International Assets Investment Management, LLC
Frank Carbone is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He is also president of United Wealth Management, a private label entity for financial business based in Las Vegas. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may recommend options hedges or rebalancing to meet client objectives.
Kyra Gayle L
Series 63, Series 65
Las Vegas, NV
Savvy
Kyra Gayle Luu is a financial advisor at Savvy with Series 63 and Series 65 licenses and four years of industry experience. She has previously worked at Farther Finance Advisors, Goldman Sachs, and Ameriprise Financial Services. In addition to her advisory role, she is a licensed insurance agent offering fixed insurance products. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and sub-adviser allocations.
Robert L
Series 66
Las Vegas, NV
Advisor Share Wealth Management, LLC
Robert La Spada is a Series 66 credentialed advisor with 14 years of industry experience. He is affiliated with Advisor Share Wealth Management, LLC and has worked at Wealth Watch Advisors and Brookstone Capital Management, LLC. Outside of his advisory work, he is involved in commercial and residential real estate brokerage and has roles related to insurance and precious metals sales. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, utilizing third-party sub-advisers and model portfolios to implement client strategies on both discretionary and non-discretionary bases.
Terry J
Series 66
Las Vegas, NV
Advisory Services Network
Terry Jackson is a financial advisor at Advisory Services Network with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 13 years. Outside of advising, he owns and operates Precision Tree Care, a tree trimming and landscaping business. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services, employing various investment strategies tailored to clients' objectives and risk tolerances.
Debra N
Series 66
Las Vegas, NV
IHT Wealth Management LLC
Debra Nadeau is a financial advisor with IHT Wealth Management LLC in Las Vegas, NV, holding a Series 66 designation and 17 years of industry experience. Her prior experience includes roles at LPL Financial, Private Advisor Group, Mass Mutual Investors Services, and MSI Financial Services. She is also involved with ChenoaZuri, Corp, a business entity for tax and investment purposes. IHT Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a diversified investment approach combining fundamental stock selection with quantitative tools, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisors.
Jordan L
Series 66
Las Vegas, NV
RBC Securities, Inc
Jordan Luedke is a financial advisor at RBC Securities, Inc. with eight years of industry experience. He previously worked at Robert W. Baird & Co from 2016 to 2022 and has been with City National Securities, Inc. since 2022. Outside of his advisory work, he serves as a board member for the City of Henderson Parks and Recreation Board and is a member of Vegas Young Professionals. He also acts as a non-public arbitrator for FINRA. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, trusts, and retirement plans. The firm offers financial planning and portfolio management through its investment advisory program, which uses strategies implemented by an affiliated sub-advisor, RBC Rochdale, and benefits from integration within a broad financial services group.
Michael M
Series 63, Series 65
Las Vegas, NV
Stratos Wealth Advisors LLC
Michael Ma is a financial advisor with Stratos Wealth Advisors LLC in Las Vegas, NV. He holds Series 63 and Series 65 designations and has 24 years of industry experience. Prior to joining Stratos in 2021, he spent 19 years with TIAA-CREF and Tiaa. Outside of his advisory role, Ma is a partner and wealth advisor at Emeritus Wealth Management, an investment-related business based in Philadelphia. Stratos Wealth Advisors is an SEC-registered, multi-team advisory firm with approximately 71 advisors managing about $5.57 billion in assets for nearly 4,928 clients across 31 offices. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering a variety of financial planning and portfolio management services through a network of supervised independent advisory representatives.
Michael K
CFP®, Series 66
Las Vegas, NV
The AmeriFlex Group
Michael Keeler is a CFP® with 24 years of industry experience, currently serving at The AmeriFlex Group. His career includes roles at Cambridge Investment Research, Sagepoint Financial, Cetera Advisor Networks, and Peak Financial, where he also holds a president position unrelated to investment advising. He has been involved with Pyro Spectaculars since 1990. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a network of advisory affiliates and multiple program platforms, including Cambridge-sponsored offerings.
Jeffrey T
Series 63, Series 65
Las Vegas, NV
BFC PLANNING, Inc.
Jeffrey Thomas is a financial advisor with BFC Planning, Inc. in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Securities Management & Research, Inc. since 1996. Outside of his advisory role, he is involved in selling Medicare supplement and Medicare Advantage plans. BFC Planning, Inc. serves a diverse client base including individuals, corporations, and trusts, providing financial planning and portfolio management through a network of approximately 200 investment adviser representatives. The firm offers a range of investment programs and employs various platforms and third-party managers to build portfolios primarily using stocks, bonds, mutual funds, and ETFs.
Audry B
CFP®, Series 65
Las Vegas, NV
Mariner Independent
Audry Batiste is a CFP® with 15 years of industry experience, currently serving at Mariner Independent. He has held roles at Precise Wealth Management and Redrock Wealth Management, among others. Batiste is the founder and owner of Precise Wealth Management and serves as Secretary on the board of The 300 Stewart Avenue Corporation. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services, supported by institutional affiliations and integrated resources.
Patricia Y
CFP®, Series 63, Series 66
Las Vegas, NV
Simon Quick Advisors, LLC
Patricia Yeager is a CFP® with 20 years of industry experience. She is currently with Simon Quick Advisors, LLC and has previously worked at Proquility Private Wealth Partners, Bank of America, and Merrill. Simon Quick Advisors serves individuals, families, pension and nonprofit entities, endowments, foundations, and corporate clients by providing wealth management, investment consulting, financial planning, tax planning, and administrative services. The firm uses a diversified investment approach that includes allocating assets among independent managers, mutual funds, ETFs, and affiliated private funds, and offers integrated tax and back-office services.
Kevin D
Series 66, Series 63
Las Vegas, NV
Creativeone Wealth, LLC
Kevin Dauphinee is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has held roles at multiple firms including Gold Standard Wealth Management, LLC, where he is president, and has experience in insurance brokering for non-registered insurance products. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing strategies such as modern portfolio theory and quantitative analysis.
Ricardo C
Series 66
Las Vegas, NV
Creativeone Wealth, LLC
Ricardo Cabrera is a financial advisor with CreativeOne Wealth, LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at CreativeOne Wealth since 2019 and previously at Wittman Capital Management and Cabrera Advisory Services, which he has operated since 2014. Outside of his advisory work, Cabrera is an administrator for the Support Local networking community. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a blend of proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.
Jeff B
Series 63, Series 65, Series 66
Las Vegas, NV
Sequent Planning, LLC
Jeff Bridges is a financial advisor with Sequent Planning, LLC, holding Series 63, 65, and 66 licenses and bringing 23 years of industry experience. Prior to joining Sequent Planning in 2020, he worked at Securian Financial Services Inc and Woodmen Financial Services, Inc. He also works as a licensed insurance agent offering insurance products to clients. Sequent Planning, LLC, operating as Futurity First Wealth Management, serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits with services including asset management, financial planning, and retirement-plan consulting. The firm employs a structured risk framework and offers diversified investment strategies through a network of advisers, providing ongoing communications and newsletters to clients.
Steven M
CFP®, Series 63, Series 65
Las Vegas, NV
Steward Partners Investment Advisory, LLC
Steven Miller is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previous experience at UBS Financial Services. Outside of his advisory work, he is a one-third owner of Equity Stretch, LLC, a non-investment related business based in Valencia, CA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets, serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of investment advisory and financial planning services, including discretionary and non-discretionary portfolio management through proprietary and third-party solutions.
Cheryl C
Series 63, Series 66
Las Vegas, NV
Hightower Advisors
Cheryl Callahan is a financial advisor at Hightower Advisors with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with Hightower Advisors and Hightower Securities, LLC since 2014. Based in Las Vegas, NV, her career includes over a decade at her current firm. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio management and financial planning services.
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Finding advisors...
953 advisors near
89081
within the area shown on the map
Out of 400,000+ nationwide