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64063
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Michael G
Series 63, Series 66
Kansas City, MO
Prairie Capital Management Group, LLC
Michael Gentry is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Prairie Capital since 2012, including its current iteration since 2021. Gentry serves as an individual trustee of the ROOC Trust and participates on the Kansas City Symphony’s Audit and Finance Committee. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers while managing a range of pooled investment vehicles.
Stephen S
CFP®, Series 63, Series 66
Lee's Summit, MO
Wealth Enhancement Advisory Services, LLC
Stephen Stricklin is a CFP® with 18 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Bright Portfolios, LLC and Wise Wealth, LLC. Outside of advisory work, he owns and operates Frost Coffee and Tea, a local café in Lee's Summit, MO. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research-driven portfolio construction.
David S
Series 63, Series 65
Lee's Summit, MO
OSAIC Institutions, INC.
David Stangohr is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior work includes roles at Infinex Investments, Inc., Virtue Financial Advisors, LLC, INVEST Financial Corp, and Bankers & Investors Co., Inc. He is involved in Virtue Financial Advisors, LLC as an agent for fixed insurance, annuities, and Medicare supplements. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer structure.
Chase C
CFP®, Series 66
Mission Woods, KS
Moneta Group Investment Advisors, LLC
Chase Coffin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2023. Prior to joining Moneta, he worked at BlackRock Investments LLC and Invesco Distributors, Inc. from 2015 to 2023. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.
Michael G
CFP®, Series 66
Leawood, KS
Commonwealth Financial Network
Michael Goostree is a CFP®-designated financial advisor with 20 years of industry experience, currently with Commonwealth Financial Network since 2015. He owns Goostree Financial Group, Inc., a private entity facilitating securities, advisory, and insurance business. Outside of finance, he is the author of an article titled "But There's So Much DIY in IVF That We Can't Be Sure." Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.
Edwin D
Series 65, Series 66
Lee's Summit, MO
Wealth Enhancement Advisory Services, LLC
Edwin Dillon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 licenses and one year of industry experience. His work history includes roles at Wealth Enhancement Advisory Services, Accord Group, and several school districts. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, with portfolio oversight from an internal Investment Committee.
Matthew N
Series 66
Mission Woods, KS
Hightower Advisors
Matthew Navickas is a financial advisor at Hightower Advisors with six years of industry experience. He holds a Series 66 designation and has worked at HighTower Securities LLC since 2019. Outside of finance, he owns and operates M&M Mowing LLC, a lawn maintenance business. 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 investment solutions, utilizing both affiliated and third-party managers across various asset classes and strategies.
Adam D
Series 65
Kansas City, MO
Focus Partners Wealth, LLC
Adam Dunavant is a Series 65 credentialed advisor with four years of industry experience. He currently works at Focus Partners Wealth, LLC and previously worked at Buckingham Strategic Wealth, LLC. Outside of financial advising, he has experience in the food industry with Bare Bones Smokin' BBQ and has been involved with the YMCA of Greater Kansas City. Focus Partners Wealth, LLC serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.
Sarra H
Series 65
Lee's Summit, MO
Wealth Enhancement Advisory Services, LLC
Sarra Hobbs is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, she worked at UMB for 26 years. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers, supported by an internal Investment Committee.
Paul R
CFA®, Series 63
Leawood, KS
Commonwealth Financial Network
Paul Raccuglia is a CFA® charterholder with 10 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at Country Club Trust Company and Tower Wealth Managers, Inc. for 15 years. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Jacob L
Series 66
Belton, MO
Guardian Life
Jacob Larkey is a financial advisor with Primerica Advisors who holds a Series 66 designation and has one year of industry experience. He previously worked at Park Avenue Securities, Guardian Life Insurance Company, Barby Minnick and Associates, and Selectquote. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a variety of proprietary and third-party investment programs.
Lara S
Series 63, Series 66
Lake Lotawana, MO
Empower Advisory Group
Lara Smith is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Target and Starbucks before moving into financial services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates through point-in-time financial plans and optional managed account solutions.
Luke S
Series 65
Mission Woods, KS
Hightower Advisors
Luke Sullivan is a financial advisor at Hightower Advisors with one year of industry experience. He previously worked at Falcon Wealth Advisors for three years and held roles at Best Buy from 2015 to 2020. Outside of his advisory work, Sullivan serves as the editor and producer of the Kansas Golf Foundation’s podcast. Hightower Advisors offers investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s model focuses on manager selection and multi-manager solutions, utilizing proprietary research and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.
Kristi D
Series 65, Series 63
Leawood, KS
Creative Planning
Kristi Dolan is a financial advisor at Creative Planning with eight years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Creative Planning in 2021, she worked at Lockton Investment Advisors, Lockton Financial Advisors, and Lockton Companies from 2017 to 2021. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by selective use of private market investments and sub-advisor portfolios.
Samantha W
Series 66
Mission Woods, KS
Hightower Advisors
Samantha Waters is a financial advisor at Hightower Advisors with 11 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services from 2006 to 2016 before joining Hightower Advisors in 2016. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a range of affiliated and third-party managers.
Joshua H
CFP®, Series 63, Series 65
Kansas City, MO
Integrated Wealth Concepts LLC
Joshua Hill is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC. His prior experience includes roles at Assurity Life Insurance Co., Keating Financial Advisory Services, Inc., and Raymond James Financial Services. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a combination of internally managed and third-party strategies with a long-term investment approach.
Hunter C
Series 63, Series 65
Mission Woods, KS
Hightower Advisors
Hunter Cole is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Hightower Advisors, he worked at American Century Investment Services and has entrepreneurial experience through In The Zone Pro Shop LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions using affiliated and third-party managers, supported by proprietary research and various investment strategies.
Saul R
Series 63, Series 66
Raymore, MO
Empower Advisory Group
Saul Rico is a financial advisor with Empower Advisory Group in Raymore, MO, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked at Gwfs Equities, Inc. since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and managed account options.
Tyson B
Series 63, Series 65
Kansas City, MO
Oppenheimer
Tyson Bauer is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co. Inc since 2012. The firm serves a diverse client base including individuals, corporations, and charitable organizations, offering a broad range of investment programs across discretionary and non-discretionary accounts. Oppenheimer combines investment management with broker-dealer operations and reports a significant portion of its advisory assets as non-discretionary.
Margaret G
CFP®, Series 65
Mission Woods, KS
Moneta Group Investment Advisors, LLC
Margaret Glenn is a CFP® with four years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC. She worked at KPMG LLP for five years prior to joining Moneta. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm operates with Partner-led Teams supported by a centralized Investment Department, emphasizing diversified, multi-asset allocations and ongoing monitoring.
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821 advisors near
64063
within the area shown on the map
Out of 400,000+ nationwide