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338 advisors near
66542
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Jennifer G
Series 66
Lawrence, KS
LPL Financial
Jennifer Greer is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and previously worked at Nations Financial Group, Hobby Lobby, and St. Luke's Medical Group. Outside of her advisory role, she assists other financial advisors through a related entity called 22 Financial Partners. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.
Michelle G
Series 63, Series 65
Topeka, KS
Primerica Advisors
Michelle Gormley is a financial advisor with Primerica Advisors in Topeka, KS, holding Series 63 and Series 65 licenses and with 13 years of industry experience. She has worked at Primerica Advisors since 2013 and has been involved with Primerica Financial Services since 2012. In addition to her advisory role, she is the owner and principal of JMG Ventures Inc., a clothing boutique in Topeka. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.
George S
ChFC®, Series 66
Topeka, KS
Edward Jones
George Scharff is a financial advisor at Edward Jones in Topeka, KS, holding the ChFC® designation and Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and affiliated investment options supported by a nationwide network of over 23,000 financial advisors.
Jennifer B
Series 63, Series 65
Topeka, KS
Cetera
Jennifer Barricklow is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Her work history includes roles at Corefirst Bank and Raymond James Financial. She serves as a board member for the Topeka Civic Theatre. Cetera Investment Advisers LLC is an SEC-registered adviser that delivers services through a nationwide network of independent advisors, serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various program options, discretionary and non-discretionary portfolio management, and access to third-party money managers.
Ryan L
CFP®, Series 66
Lawrence, KS
STIFEL
Ryan Lohmeyer is a CFP® professional with 14 years of industry experience. He has been with Stifel since 2015, based in Lawrence, Kansas. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach uses proprietary forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.
Jon T
Series 63, Series 66
Topeka, KS
LPL Financial
Jon Thompson is a financial advisor at LPL Financial with 31 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at CUNA Brokerage Services, Inc. and CUNA Mutual Group from 2014 to 2022. 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 range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by proprietary research and third-party resources.
Aaron S
CFP®, Series 66
Topeka, KS
Edward Jones
Aaron Starr is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2014. He holds the Series 66 designation and is based in Topeka, KS. Outside of his advisory role, Starr is involved as a board member of Shawnee Regional Prevention and Recovery Services, Inc., and has passive involvement as vice president of Spectrum Shooting Solutions LLC, a knives, firearms, and tool dealer. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of 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 operates through a large nationwide network of advisors and branch offices.
Cody F
Series 63, Series 65
Topeka, KS
LPL Financial
Cody Fredrickson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with LPL Financial since 2022 and concurrently works with CUNA Mutual Group and CUNA Brokerage Services. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and a range of model portfolios and research resources.
Scott V
CFP®, ChFC®, Series 63, Series 66
Topeka, KS
Edward Jones
Scott Van Genderen is a financial advisor at Edward Jones in Topeka, Kansas, holding the CFP® and ChFC® designations with 35 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1990. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets and has a nationwide network of about 23,701 financial advisors.
Terry J
Series 63, Series 65
Topeka, KS
STIFEL
Terry Jacquinot is a financial advisor with Stifel in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Stifel since 2009. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm also offers fee-based financial planning, wrap programs, and recommendations of third-party advisers.
Thomas M
Series 63, Series 65
Topeka, KS
LPL Financial
Thomas Miller is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Lincoln Financial Securities Corporation for 15 years. His other business activities include involvement with Quantum Wealth Advisors, LLC, which offers tax preparation and insurance services. 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 advisory representatives. The firm provides a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and offering access to model portfolios and third-party research.
Jeff M
ChFC®, Series 63, Series 65, Series 66
Topeka, KS
LPL Financial
Jeff Martin is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63, 65, and 66 licenses, with 40 years of industry experience. His prior work includes roles at Arrowwealth Financial LLC, C7J Inc, and Waddell & Reed, Inc. Outside of his advisory work, he was involved with the Topeka Blues Society and the Sales & Marketing Executives of Topeka. 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 provides a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Kyle J
Series 63, Series 65
Topeka, KS
Cetera
Kyle Johnson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 17 years of industry experience. He is the owner of Link Wealth Strategies, a retirement planning and wealth management firm, and also leads The Owners Playbook, a business coaching venture focused on personal and business leadership for young professionals. Additionally, he operates Linked Planning Partners, which provides networking and referral services through educational events. Cetera Investment Advisers LLC is a national SEC-registered advisory firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts with access to various third-party money managers and model portfolios.
Jason S
Series 63, Series 65
Topeka, KS
Cambridge Investment Research Advisors
Jason Seele is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2020 and previously with VOYA Financial Advisors and Guardian Life Insurance Company of America. Outside of his advisory role, Seele serves as a school board member for Silver Lake Schools in Kansas and owns an insurance agency focused on insurance, benefits, and human resources. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management strategies and platform arrangements.
Dale B
Series 66
Lawrence, KS
STIFEL
Dale Bourne is a financial advisor at Stifel with 21 years of industry experience and holds the Series 66 designation. He has worked at Stifel since 2009, with prior roles at UBS Financial Services and Piper Jaffray & Co. He serves as a board member for the Senior Resource Center of Douglas County, a nonprofit focused on supporting older adults. Stifel serves a diverse client base, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.
Lance T
Series 63
Lawrence, KS
Raymond James Financial
Lance Thompson is a financial advisor with Raymond James Financial in Lawrence, KS, holding a Series 63 designation and 27 years of industry experience. He has worked at Raymond James since 2009 and is also affiliated with Schenewerk Capital LLC and DMKA Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs non-discretionary planning and analytical tools to tailor recommendations to client goals and supports these through advisory programs and institutional consulting.
Joseph P
CFP®, Series 63, Series 65, Series 66
Topeka, KS
Cambridge Investment Research Advisors
Joseph Prokop is a CFP®-certified financial advisor with Cambridge Investment Research Advisors who has 19 years of industry experience. He has been with Cambridge since 2012. In addition to his advisory role, he is the owner of an independent insurance agency. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers multiple portfolio management options through various platforms and incorporates both proprietary and third-party investment strategies.
Joseph J
Series 63, Series 66
Topeka, KS
Cetera
Joseph Jennings is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Cetera since 2011, including time at Cetera Investment Services and Corefirst Bank and Trust. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of investment management and financial planning services through a large nationwide network of independent advisors and provides access to multiple program structures and third-party money managers.
Stephen M
CFP®, Series 63, Series 65
Lawrence, KS
Cambridge Investment Research Advisors
Stephen Menke is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2012. He has also worked with Lincoln Financial Advisors since 2008. Outside of his advisory work, Menke is involved with Strategic Wealth, providing college funding services and acting as an independent insurance agent, and he is a partner in an LLC assisting his handicapped brother. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a variety of financial planning and investment management services through independent Financial Professionals, utilizing proprietary and third-party model strategies with both discretionary and non-discretionary management options.
Judy T
Series 63, Series 65
Topeka, KS
Wells Fargo Clearing
Judy Thomas is a financial advisor with Wells Fargo Clearing in Topeka, KS, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification principles and modern portfolio theory.
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Finding advisors...
338 advisors near
66542
within the area shown on the map
Out of 400,000+ nationwide