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270 advisors near
66539
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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.
Cathy R
Series 66
Tecumseh, KS
LPL Financial
Cathy Reynoso is a Series 66-licensed financial advisor with LPL Financial in Tecumseh, Kansas, and has 20 years of industry experience. She has been with LPL Financial since 2015. Outside of her advisory role, she owns Madam Tinker, a business providing computer organizational tips and tricks. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Sara K
Series 66
Topeka, KS
Thrivent Investment Management
Sara Keil is a financial advisor at Thrivent Investment Management with two years of industry experience. She previously worked at Gradient Insurance Brokerage for nine years. Keil holds a Series 66 designation and is located in Topeka, KS. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Christopher A
Series 63, Series 65
Topeka, KS
LPL Financial
Christopher Adams is a financial advisor with LPL Financial in Topeka, KS, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior firms include Cambridge Investment Research Advisors and National Planning Corporation. He is also involved in several business entities related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning, advisory programs, and retirement consulting services, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.
Thaddaeus A
Series 66
Topeka, KS
LPL Enterprise
Thaddaeus Allen is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 17 years of industry experience, including prior roles at Edward Jones and Smith, Moore & Co. Allen serves on the board of the Auburn Community Center, a nonprofit organization in Auburn, Kansas. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform that includes insurance and lending products.
Gabriel O
Series 66
Topeka, KS
Edward Jones
Gabriel O'Shea is a financial advisor with Edward Jones in Topeka, KS, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously at the Greater Topeka Partnership. Outside of advising, he is co-owner of KOGO LLC, a consignment store, which his wife manages. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services supported by a large national network of advisors and branch offices.
Kevin C
Series 66
Topeka, KS
Edward Jones
Kevin Conley is a financial advisor at Edward Jones in Topeka, KS, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.
Kurt G
Series 65
Topeka, KS
Cambridge Investment Research Advisors
Kurt Guth is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and 13 years of industry experience. He has been with Cambridge since 2013 and is also the owner and CEO of American Tax Service, Inc., a tax preparation and accounting firm he has operated since 2004. Additionally, he serves as a shareholder and board member of ASA Marketing Group, Inc., which provides marketing and advertising services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through independent professionals using a variety of investment platforms and strategies tailored to client objectives.
Connor S
Series 66
Topeka, KS
LPL Financial
Connor Stanley is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2022, he worked at C & C Group for a total of four years and served in the Kansas Army National Guard from 2013 to 2019. In addition to his advisory role, he operates Stanley Tax, a tax preparation and accounting service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by proprietary and third-party research.
Joyce B
Series 63, Series 65
Topeka, KS
Primerica Advisors
Joyce Bacon is a financial advisor at Primerica Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with PFS Investments Inc. and Primerica Financial Services since 2004. Outside of advisory work, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.
Valerie N
Series 66
Topeka, KS
Edward Jones
Valerie Nelson is a Series 66-licensed financial advisor with Edward Jones in Topeka, KS, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is involved as a consultant in the skin care business Mary Kay. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
David D
ChFC®, Series 63
Topeka, KS
Cetera
David Damme is a financial advisor with Cetera, holding a ChFC® designation and over 26 years of industry experience. His prior roles include extensive work with Farmers Financial Solutions and managing his own insurance and tax preparation business. He also volunteers as a teacher for Junior Achievement USA, delivering economics education to students. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering comprehensive portfolio management, financial planning, and retirement services through a multi-manager platform that supports both discretionary and non-discretionary strategies.
Bernard D
Series 63, Series 66
Topeka, KS
Edward Jones
Bernard Didde is a financial advisor with Edward Jones in Topeka, KS, holding Series 63 and Series 66 credentials and with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.
Sandra D
Series 63, Series 66
Topeka, KS
Edward Jones
Sandra Davis is a financial advisor at Edward Jones in Topeka, KS, holding Series 63 and Series 66 designations with 23 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and is notable for its extensive retail advisor network and affiliated financial services.
Beverly C
Series 63, Series 65
Topeka, KS
Primerica Advisors
Beverly Claycamp is a financial advisor with Primerica Advisors in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with PFS Investments Inc. since 2006 and served in the Kansas Army National Guard from 2005 to 2021. Claycamp is also involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.
Daniel A
Series 66
Topeka, KS
LPL Enterprise
Daniel Allen is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior roles include positions at Smith, Moore & Co., Azura Credit Union, and Edward Jones Investments. LPL Enterprise, LLC serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to diverse investment and insurance products through an integrated platform that combines adviser programs with active product sales.
Philip K
Series 63, Series 66
Topeka, KS
Thrivent Investment Management
Philip Knowland is a financial advisor with Thrivent Investment Management in Topeka, KS, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, he serves as Vice President of the Topeka Kansas Quarter Midget Association and manages a national-level youth racing team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning across a broad range of topics, offering standalone planning or combined services under its WealthPlan program while maintaining separate management and planning functions.
Jahnnie B
CFP®, Series 63, Series 66
Topeka, KS
Edward Jones
Jahnnie Brake is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. Based in Topeka, KS, Brake holds Series 63 and Series 66 licenses alongside the CFP® designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Kasey P
ChFC®, Series 66
Topeka, KS
Edward Jones
Kasey Priddy is a financial advisor at Edward Jones with 14 years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.
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Finding advisors...
270 advisors near
66539
within the area shown on the map
Out of 400,000+ nationwide