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235 advisors near
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Frederick W
Series 63, Series 65
Wichita, KS
Equitable Advisors
Frederick Warren is a financial advisor with Equitable Advisors in Wichita, KS, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes long tenures at Stifel Independent Advisors, LLC, and shorter periods at Oppenheimer and Stifel. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and various asset management programs. The firm utilizes a mix of proprietary and third-party investment models and discretionary portfolio management, with services covering mutual funds, ETFs, separately managed accounts, and select alternative investments.
Thomas A
Series 65, Series 63
Wichita, KS
LPL Financial
Thomas Alstrom is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at Securities America Advisors and continues to provide financial planning and consulting services through Ameritime, LLC, an independent registered investment adviser firm he founded. Alstrom also maintains a part-time outside employment role with Unified School District 440. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Gaylien Q
Series 63
Wichita, KS
Ameriprise
Gaylien Quindica Rafferty is a financial advisor at Ameriprise with 40 years of industry experience. She has been with Ameriprise and its affiliated entities since 1986. Rafferty holds a Series 63 designation. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on reliable income sources and tax-aware withdrawal strategies.
Russell L
Series 63, Series 66
Wichita, KS
OSAIC
Russell Lovett is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors and Ameriprise Financial Services. He is also involved in insurance sales through Astra Bank. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account platforms. The firm employs asset-allocation tools and multiple investment vehicles to tailor portfolios for individual client needs.
Daniel M
Series 66
Wichita, KS
Thrivent Investment Management
Daniel Meyers is a financial advisor with Thrivent Investment Management in Wichita, KS, holding a Series 66 designation and 12 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Outside of his advisory role, Meyers serves as Committee Chair for Cub Scout Pack 736 and as a Board Member at Large for Scouting for the Future, Inc., both scouting organizations in Wichita. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning across a broad range of topics without discretionary trading authority, allowing clients to combine planning with managed-account programs under consolidated billing options.
Brandi B
ChFC®, Series 66
Wichita, KS
OSAIC
Brandi Blaylock is a financial advisor at OSAIC with 11 years of industry experience. She holds the ChFC® and Series 66 credentials. Prior to joining OSAIC in 2026, she worked at Edward Jones for 11 years. Blaylock is also employed as a financial advisor by Cordell & Associates, where she conducts client meetings and provides financial planning, securities, and insurance services. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.
Joseph Y
Series 66
Wichita, KS
OSAIC
Joseph Yager is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial for 10 years before joining OSAIC in 2023. Outside of his advisory work, he serves as a board member for Plymouth Congregational Church’s Missions Board in Wichita, KS. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a network of affiliated advisers, offering integrated brokerage and investment advisory services along with financial planning and retirement consulting. The firm employs asset-allocation tools and risk-tolerance assessments to construct portfolios across various asset classes and supports both discretionary and non-discretionary account management.
Elizabeth P
Series 66
Wichita, KS
OSAIC
Elizabeth Parks is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has held roles at Sagepoint Financial, Inc. and Ad Astra Financial Group, where she serves as Director of Operations. Outside of advising, she is involved with the American Heart Association as a Circle of Red member. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to manage portfolios comprising a range of investment vehicles on both discretionary and non-discretionary bases.
Scott M
Series 63, Series 65
Wichita, KS
LPL Financial
Scott Mc Ewen is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 designations and 28 years of industry experience. He previously worked at Edward Jones for 19 years before joining LPL Financial in 2018. Outside of his advisory work, he is involved with SCM Financial LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of advisors and employs both proprietary and third-party investment strategies.
Quinn K
Series 63, Series 65
Wichita, KS
Primerica Advisors
Quinn Kirsop is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Corium, Loe Financial Group, and Pfs Investments Inc. Kirsop is also involved in sales of home security and automation products through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.
Sueanna B
Series 63, Series 66
Wichita, KS
Merrill
Sueanna Budde is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill and Bank of America since 2017, following a prior role at Wells Fargo from 2013 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Jill E
Series 66
Wichita, KS
Edward Jones
Jill Engel is a financial advisor at Edward Jones in Wichita, KS, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she spent several years involved with YMCA Camp Lakewood and currently teaches group exercise classes at the Greater Wichita YMCA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions backed by a large network of advisors and branch offices nationwide.
Loal W
Series 63, Series 65
Wichita, KS
Cambridge Investment Research Advisors
Loal Wilson is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Neidiger, Tucker, Bruner, Inc. for 19 years and the Momentum Independent Network for 2 years. Outside of advising, Wilson is the owner of Wilson Properties, a business entity in Wichita, KS. Cambridge Investment Research Advisors serves a broad mix of clients including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a variety of investment solutions through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.
Jade S
Series 63, Series 66
Wichita, KS
Cetera
Jade Smith is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and with 24 years of industry experience. She has been affiliated with Cetera and its affiliated entities since 2013 and also operates as an independent insurance agent specializing in disability, fixed annuities, life/accident/health, and long-term care insurance. Cetera Investment Advisers LLC is a nationally registered SEC adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.
John J
Series 63
Wichita, KS
Jcm Capital Management
John Jacob is the sole advisor at Jcm Capital Management in Wichita, KS, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Jcm Capital Management since its founding in 1996. Jcm Capital Management provides discretionary portfolio management and investment advisory services to institutional clients and high-net-worth individuals. The firm manages approximately $35 million in client assets for a focused group of 12 clients, offering tailored investment strategies with an emphasis on institutional relationships and wealthier households.
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235 advisors near
67052
within the area shown on the map
Out of 400,000+ nationwide