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Brent B
Series 63, Series 65
Wichita, KS
LPL Financial
Brent Barker is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at LPL Financial since 2011 and maintains ongoing roles with Uvest Financial Services Group, Inc. and Intrust Bank N.A. Outside of advisory work, he spends significant time involved with Intrust Bank. 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 broad range of advisory and brokerage services, utilizing various portfolio management strategies and technology tools to support its network of over 22,800 advisors.
Jacob S
Series 66
Wichita, KS
Merrill
Jacob Siggins is a financial advisor with Merrill in Wichita, KS, holding a Series 66 designation and one year of industry experience. He previously worked at Bank of America, N.A. and has held multiple roles at Butler Community College. 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 investment strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.
Karen B
Series 63, Series 66
Wichita, KS
OSAIC
Karen Beal is a financial advisor with Osaic Wealth, Inc. based in Wichita, KS, holding Series 63 and Series 66 licenses and having 32 years of industry experience. She previously worked at Securities America Advisors and Securities America, Inc. for a combined 13 years. Outside of her advisory role, she is involved in farming activities at Beal Farms. Osaic Wealth, Inc. serves a broad client base including individual, high-net-worth, institutional, and charitable clients through a diverse network of financial advisers. The firm provides integrated brokerage and advisory services utilizing asset-allocation tools and third-party money managers across various investment vehicles.
Robert R
Series 63, Series 66
Wichita, KS
Cetera
Robert Raymos is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously with VOYA Financial Advisors and his own firm, RJR Financial Services, where he is president and owner. Outside of his advisory role, he provides tax preparation services through RJR Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual clients, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services, operating as a multi-manager platform with over $256 billion in assets under management and a network of more than 10,000 advisors.
Karen C
Series 66
Wichita, KS
LPL Financial
Karen Conover is a financial advisor at LPL Financial with nine years of industry experience. She previously worked at Wells Fargo Advisors from 2014 to 2021. 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 and access to various investment strategies, supported by technology tools for research and operations.
Nathan C
Series 66
Wichita, KS
LPL Financial
Nathan Channell is a financial advisor with LPL Financial, holding a Series 66 designation and based in Wichita, KS. He has been with LPL Financial since 2026 and has prior work experience at Intrust Bank and Dillons. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers various investment programs and uses research and technology tools to support advisors.
Lance G
Series 66
Wichita, KS
LPL Financial
Lance Graber is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.
Christina C
Series 63, Series 65
Wichita, KS
LPL Financial
Christina Cobb is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Her career includes roles at Waddell & Reed, various insurance carriers, and leadership of Cobb Resources, Inc. She has also been involved with Naifa Wichita and Resource Conservation & Development. 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 through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.
Jacob F
Series 65, Series 63
Derby, KS
J.P. Morgan Securities
Jacob Fitzjarrell is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 licenses. His prior work experience includes roles at Wells Fargo Clearing, Wells Fargo Bank, and AT&T. He also has involvement with the American Grappling Federation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.
Robert H
Series 66
Wichita, KS
OSAIC
Robert Hubbard Jr. is a financial advisor at OSAIC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc. and Ohio National Insurance Company. Hubbard serves as a board member for both Life Church of the Plains and White Eagle Credit Union. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, retirement plan consulting, and access to third-party money managers, using asset-allocation tools and automated rebalancing to construct diversified portfolios.
Peter G
Series 63, Series 65
Wichita, KS
Primerica Advisors
Peter Glogowski is a financial advisor with Primerica Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Primerica Advisors since 2017 and has also been involved in various other business activities including driving for DoorDash and Amazon Flex. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies from unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.
Brian D
CFP®, Series 66
Wichita, KS
Robert Baird & Co.
Brian Docking is a CFP® with 20 years of industry experience, currently serving as an advisor at Robert W. Baird & Co. since 2015. He holds leadership roles outside of his advisory work, including Chair of the Board at Union State Bank and board member and officer at Docking Bancshares, Inc. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.
John C
Series 66
Derby, KS
Edward Jones
John Cole is a financial advisor with Edward Jones in Derby, KS, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Justin H
CFP®, Series 63
Wichita, KS
OSAIC
Justin Harrold is a CFP® with 20 years of industry experience, currently affiliated with OSAIC. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, Harrold is involved in fixed insurance product sales and tax preparation through his ownership of JTH, Inc., and serves as treasurer and shareholder of Impact Financial Partners, Inc. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services through a large network of advisers. The firm utilizes proprietary asset-allocation tools and a range of investment products, supporting both discretionary and non-discretionary account management.
Andrew B
Series 66
Wichita, KS
LPL Financial
Andrew Beversdorf is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and 19 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Edward Jones for five years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing both proprietary research and third-party strategies, supported by advanced operational tools.
Todd R
Series 63, Series 66
Haysville, KS
Edward Jones
Todd Rhodes is a financial advisor with Edward Jones in Haysville, KS, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a fractional owner of a gas production business in Oklahoma City. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.
Damon S
Series 63, Series 65
Wichita, KS
LPL Financial
Damon Schimming is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Visionpoint Advisory Group, Oppenheimer & Co, Merrill, and Flagstone Investments LLC. He is based in Wichita, KS. 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 a network of over 22,800 advisors.
Gavin S
Series 66
Maize, KS
Edward Jones
Gavin Scheer is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and previously worked at Spirit Aero Systems for two years before joining Edward Jones in 2018. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Kendall K
CFP®, Series 63, Series 65
Wichita, KS
OSAIC
Kendall Klaus is a Certified Financial Planner™ with over 40 years of experience in the financial services industry. He has been affiliated with OSAIC since 2024 and previously worked at Securities America Advisors, Inc. for over two decades. Klaus also serves as an advisor at Klaus Financial Group, where he engages in insurance sales and investment advising. OSAIC serves a diverse clientele including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers a wide range of integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios across various asset classes.
Casey T
Series 66
Wichita, KS
Merrill
Casey Truman is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2015, also affiliated with Bank of America since 2021. Merrill, along 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.
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Finding advisors...
477 advisors near
67235
within the area shown on the map
Out of 400,000+ nationwide