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627 advisors near
67206
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Out of 400,000+ nationwide
Jeffrey S
Series 66
Derby, KS
LPL Financial
Jeffrey Smith is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He has been with LPL Financial since 2012 and has concurrently worked at Linsco/Private Ledger since 2002. 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 financial planning and advisory programs, including discretionary and non-discretionary portfolio management, supported by research from LPL and third-party subadvisors.
Grant G
Series 65, Series 63
Wichita, KS
Raymond James Financial
Grant Goering is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at RCB Bank for ten years. In addition to his advisory role, he provides investment research and portfolio allocation support for Beyond Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and maintains a range of specialized advisory programs and partnerships.
Aaron A
Series 63, Series 66
Wichita, KS
Morgan Stanley
Aaron Alexander is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Commerce Bank and LPL Financial. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.
Alan C
Series 66
Wichita, KS
LPL Financial
Alan Corliss is a financial advisor with LPL Financial based in Wichita, KS, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2011 and has worked at Intrust Bank since 2007. Corliss is also involved with Intrust Wealth Management as a financial advisor. 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, and provides access to model portfolios, third-party research, and various investment strategies.
Robert M
Series 63, Series 65
Wichita, KS
Merrill
Robert Moore is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1983, concurrently affiliated with Bank of America since 2009. Merrill serves a broad range of clients including individuals, retirement plans, corporations, charities, and institutional investors through managed account programs, selection of third-party managers, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient strategies, supported by integration with Bank of America’s broader banking and capital-markets platform.
George C
Series 63, Series 65
Wichita, KS
LPL Financial
George Chandler is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2013 alongside a 12-year tenure at INTRUST Bank. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services for institutional clients.
Stephen M
CFP®, ChFC®, Series 63, Series 65
Wichita, KS
OSAIC
Stephen Mattocks is a CFP® and ChFC® with 34 years of industry experience. He is currently with OSAIC and has worked previously at AIG Financial Advisors, Inc. since 2005. Outside of his advisory role, he owns Wheatland Insurance Group, Inc., which provides insurance products and sales training to agents. OSAIC serves a wide range of retail and institutional clients through an extensive network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services and utilizes firm-provided tools and third-party solutions to construct and manage investment portfolios.
Shane E
Series 66
Wichita, KS
Edward Jones
Shane Ewing is a financial advisor at Edward Jones in Wichita, KS, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for KAKE-TV (Lockwood Broadcasting) for 13 years. Outside of his advisory role, he serves as a trustee for the Goddard Education Foundation and is running for a position on the Goddard USD 265 Board of Education. He also assists clients in planning Disney World vacations through a travel agency. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory services supported by a large national network of advisors and branch offices.
Gage K
CFP®, Series 66
Wichita, KS
Raymond James Financial
Gage Kennedy is a CFP® with two years of industry experience, currently affiliated with Raymond James Financial in Wichita, KS. He has held roles at Aristata Financial and Raymond James Financial Services, Inc., among other positions in educational institutions and credit unions. Kennedy assists with client relations and marketing at Aristata Financial. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized municipal and public-finance advisory services.
Joshua B
Series 65, Series 63
Wichita, KS
Cambridge Investment Research Advisors
Joshua Bolan is a financial advisor with Cambridge Investment Research Advisors holding Series 65 and Series 63 licenses and has nine years of industry experience. His career includes roles at Cambridge Investment Research Advisors, Cambridge Investment Research, Hornor Townsend & Kent Inc, JSB Retirement Solutions, and Schreck Financial Group. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent financial professionals utilizing a variety of portfolio management and model-based solutions.
Taylor G
CFP®, Series 66
Wichita, KS
Morgan Stanley
Taylor Gilmore is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in assisting executives with managing concentrated stock positions and navigating significant life transitions such as retirement, inheritance, or the sale of a business. Taylor also provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and banking solutions. He collaborates with clients' external attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy plans. Taylor holds a Bachelor's Degree from Wichita State University, where he was a member of the baseball team. He carries the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. His client focus includes college education planning, divorce transition planning, executive and equity compensation, family wealth management, services for endowments and non-profits, managing new wealth, sports and entertainment, and retirement income strategies. He is actively involved in community organizations including Knights of Columbus, March of Dimes, National Multiple Sclerosis Society, and St. Catherine of Siena Men's Club. Taylor’s personal interests include baseball, basketball, cooking, football, golfing, traveling, and watching movies.
Donald B
CFP®, Series 63, Series 65
Wichita, KS
OSAIC
Donald Baxter is a CFP® professional with 49 years of industry experience. He currently works at OSAIC and has held prior positions at SagePoint Financial, Inc. and SII Investments, Inc. He is president of Baxter & Associates, Inc. and has served as past president and board member of the Air Capital Cosmopolitan Club International of Wichita. Baxter is also a member of the East Y’s Mens Group, which organizes fundraisers benefiting local YMCA chapters. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary accounts, with a platform built on multiple mergers and private-equity ownership.
Connor A
CFP®, Series 66
Wichita, KS
Edward Jones
Connor Aronis is a CFP® and holds a Series 66 license with 12 years of industry experience. He has been with Edward Jones in Wichita, KS since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.
Michael C
Series 66
Wichita, KS
LPL Financial
Michael Caffrey is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and 12 years of industry experience. He previously worked at Bank of America and Merrill, each for about a decade. Outside of his advisory work, he is involved with Big Daddy Oil, LLC in a non-investment capacity. 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 broad range of financial planning and advisory programs, leveraging research from LPL and third-party subadvisors, with both discretionary and non-discretionary management options.
Christopher M
Series 66
Wichita, KS
Cambridge Investment Research Advisors
Christopher McGill is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 21 years of industry experience. He previously worked at Benjamin F. Edwards & Co for eight years before joining Cambridge in 2020. McGill serves as a board member for the Highlands at Terradyne Townhomes HOA in Andover, KS. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations through a network of independent Financial Professionals. The firm offers financial planning, investment management, and retirement advisory services utilizing a range of portfolio management approaches and proprietary model strategies.
Shannon H
Series 65, Series 63
Augusta, KS
Primerica Advisors
Shannon Hettenbach is a financial advisor with Primerica Advisors in Augusta, KS, holding Series 65 and Series 63 licenses and possessing 26 years of industry experience. She has worked at PFS Investments Inc and Primerica Financial Services since 1999. Outside of advisory services, she is involved in sales of loan and home-related products through affiliated companies. Primerica Advisors serves primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies from unaffiliated asset managers, supported by overlay management and custody services.
Joel D
Series 63, Series 65
Wichita, KS
UBS Financial Services
Joel Dickey is a financial advisor with UBS Financial Services in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management services, offering a range of capital markets and research resources to tailor investment strategies.
Braden A
Series 66
Wichita, KS
LPL Financial
Braden Archer is a financial advisor with LPL Financial based in Wichita, Kansas. He holds a Series 66 designation and has four years of industry experience. Prior to his current role, Archer worked at Commerce Bank and Bank of America, N.A., among other positions. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.
Mark K
Series 63, Series 65
Andover, KS
OSAIC
Mark Keene is a financial advisor with Osaic Wealth, Inc. in Andover, Kansas, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Woodbury Financial Services, Eagle Strategies (NY Life), New York Life Insurance Company, and founding Keene Insight Financial Strategies, LLC. Keene also serves as Vice President of a local homeowners association. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a large network of financial advisors. The firm employs a variety of investment tools and platforms to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.
Maelauren H
CFP®, Series 66
Wichita, KS
LPL Financial
Maelauren Hudson is a CFP®-designated financial advisor with 11 years of industry experience. She is currently with LPL Financial and has previously worked at Hightower Advisors, Intrust Bank NA, and in self-employed capacities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.
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Finding advisors...
627 advisors near
67206
within the area shown on the map
Out of 400,000+ nationwide