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607 advisors near
67212
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Johnatan H
Series 66
Goddard, KS
Edward Jones
Johnatan Hernandez is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at Kansas Life Insurance Agency for seven years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving more than 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.
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 from 2013 to 2024. Outside of his advising role, he is involved with Big Daddy Oil, LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a wide range of investment strategies and offers various financial products and platforms, serving over 22,800 advisors and managing more than $819 billion in discretionary assets.
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.
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 in Wichita, KS, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Commerce Bank, Bank of America, Merrill Lynch, and Mercer-Zimmerman. Outside of his financial career, he has worked in the restaurant and retail sectors, including Chester's Chophouse & Wine Bar and Tradehome Shoes. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a range of operational and research tools.
Maelauren H
CFP®, Series 66
Wichita, KS
LPL Financial
Maelauren Hudson is a CFP® with 12 years of industry experience, currently practicing at LPL Financial. Her work history includes roles at Intrust Bank NA and Hightower Advisors, along with prior tenure at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.
Joseph T
Series 63, Series 66
Wichita, KS
LPL Financial
Joseph Tigert is a financial advisor at LPL Financial with 37 years of industry experience. His prior roles include tenures at New York Life, Eagle Strategies, Voya Financial Advisors, Cetera, and RT Financial, LLC. He holds Series 63 and Series 66 designations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of financial planning and investment management services, including access to model portfolios and third-party asset managers.
Ishmael M
Series 63, Series 65
Wichita, KS
LPL Financial
Ishmael Morris is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. His prior roles include positions at Eagle Strategies, Hoover Financial Group, NYLIFE Securities LLC, and New York Life Insurance Co. He is involved with Hoover Financial Group, a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to institutional platforms, supporting advisors with research tools and a broad array of investment strategies.
Gabriel P
Series 66
Wichita, KS
LPL Financial
Gabriel Parham is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill Lynch, and Wells Fargo. 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 advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by technology tools and a broad platform of financial products.
Micheal S
Series 63, Series 66
Wichita, KS
LPL Financial
Micheal Sampson is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Waddell & Reed, various insurance carriers, and Textron Aviation. Outside of his advisory role, he serves as a precinct committeeman. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, managed portfolio programs, and institutional platforms, delivering advice through a large network of investment adviser representatives using both model portfolios and customized strategies.
Amy M
Series 66
Wichita, KS
LPL Financial
Amy Mckinley is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and 10 years of industry experience. Her prior experience includes roles at Bergkamp Financial Inc and Waddell & Reed, Inc. She has also managed her own businesses, including McKinley Mowing Service and McKinley Pasture Solutions, LLC. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by operational and research tools.
Donna D
Series 66
Wichita, KS
Ameriprise
Donna Davis is a financial advisor with Ameriprise in Wichita, KS, holding a Series 66 credential and seven years of industry experience. She has worked at several firms including OSAIC, Woodbury Financial Services, Eagle Strategies, and NYLIFE Securities. Outside of advisory work, she is involved as an operations manager at Greenlight Group LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.
Corey R
Series 66
Wichita, KS
UBS Financial Services
Corey Rausch is a Series 66-licensed financial advisor with nine years of industry experience, currently with UBS Financial Services since 2017. He previously worked at The Commerce Trust Company for one year. He is based in Wichita, KS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and integrates proprietary research and model-based asset allocations to tailor investment strategies.
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607 advisors near
67212
within the area shown on the map
Out of 400,000+ nationwide