Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

1,513 advisors near
89148

Out of 400,000+ nationwide

user avatar
firm logo

Heidi T

Series 65

Las Vegas, NV

integrity Advisory Solutions

Heidi Thornton is a financial advisor with Integrity Advisory Solutions in Las Vegas, NV, holding a Series 65 credential and one year of industry experience. She has worked at Partners Life since 2017 and also serves as a Life & Health Insurance Agent, assisting clients with Medicare plans alongside her husband. Integrity Advisory Solutions serves individuals, trusts, estates, corporations, and other business clients through a network of approximately 100 independent advisors, managing around $1.1 billion in client assets. The firm offers portfolio management, financial planning, retirement plan consulting, and sub-advisory services, employing fundamental and technical analysis and multiple asset-allocation strategies.

Private / alternative investments Concentrated stock management Founder/Business Owner Executive
user avatar
firm logo

Kimberly M

Series 66

Las Vega, NV

LaSalle St. Investment Advisors, L.L.C.

Kimberly Matley Threat is a financial advisor with LaSalle St. Investment Advisors, L.L.C. She holds a Series 66 designation and has four years of industry experience. Her prior work includes roles at Lam Enterprises LLC dba Link Financial Advisory and Securities America, Inc. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, utilizing a mix of mutual funds, ETFs, equities, fixed income, and options.

Active portfolio management Options & derivatives strategies Executive Founder/Business Owner
user avatar
firm logo

Andrew D

Series 63, Series 66

Las Vegas, NV

IPI Wealth Management, Inc.

Andrew Dejong is a financial advisor with IPI Wealth Management, Inc. in Las Vegas, NV, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has worked at firms including Woodstock Financial Group, Sagepoint Financial, and Icm. Outside of advising, he also operates a health and Medicare insurance brokerage and works as a rideshare driver. IPI Wealth Management serves individuals, businesses, and retirement plans by providing investment management, financial planning, and access to third-party asset managers. The firm employs an open-architecture investment approach with proprietary model portfolios and offers a range of advisory services, including ERISA 3(21) and 3(38) options.

ESG / Sustainable investing Retirement income strategy
user avatar
firm logo

Dominic N

Series 63, Series 65

Las Vegas, NV

IHT Wealth Management LLC

Dominic Nadeau Jr. is a financial advisor with IHT Wealth Management LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include extensive tenure at MetLife Securities Inc. and Metropolitan Life Insurance Company, as well as positions at LPL Financial, Private Advisor Group, and Mass Mutual Investors Services. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm’s investment approach combines fundamental value screening, quantitative optimization, and portfolio rebalancing, utilizing proprietary model portfolios and discretionary mandates tailored to client objectives.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
user avatar
firm logo

John R

ChFC®, Series 63

Las Vegas, NV

FourStar Wealth Advisors, LLC

John Rice is a financial advisor at FourStar Wealth Advisors, LLC in Las Vegas, NV, holding the ChFC® designation and Series 63 license with 44 years of industry experience. He previously worked at NPB Financial Group, LLC and IFG Group before joining FourStar in 2022. Outside of his advisory role, he has an insurance agent position unrelated to his investment work. FourStar Wealth Advisors serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and businesses, offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis to manage client portfolios primarily on a discretionary basis, allocating assets across various securities and third-party managers tailored to risk tolerance and time horizon.

Charitable giving & philanthropy
user avatar
firm logo

Kyle C

CFP®, Series 63, Series 66

Henderson, NV

Foundations Investment Advisors LLC

Kyle Chapman is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Foundations Investment Advisors LLC. His prior experience includes roles at American Trust Investment Services, Clarity Capital Partners, and WestPark Capital. In addition to his advisory work, he is an independent insurance agent based in Henderson, NV. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a combination of fundamental, technical, and cyclical analysis, utilizing model portfolios and an asymmetric rebalancing approach.

ESG / Sustainable investing
user avatar
firm logo

Kim D

Series 66

Las Vegas, NV

OneSeven

Kim Dyson is a financial advisor at OneSeven with 16 years of industry experience and holds a Series 66 designation. Her prior roles include positions at Red Oak Capital Management, Comprehensive Asset Management and Servicing, Hayden Royal, and Great Lakes Atlantic Wealth Management and Advisory Partners. In addition to her advisory work, she is also licensed as an insurance broker, offering life and health insurance, long-term care insurance, and fixed annuities. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan consulting. The firm employs a primarily long-term investment approach using diversified mutual funds, ETFs, individual securities, alternatives, and private placements, and works with unaffiliated Independent Managers and third-party platforms.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Christian S

CFP®, CFA®, Series 66, Series 63

Las Vegas, NV

Lifeworks Advisors, LLC

Christian Smissen is a CFP® and CFA® charterholder affiliated with Lifeworks Advisors, LLC in Las Vegas, NV, with four years of industry experience. His prior roles include positions at Bauman Advisory Group, Arista Wealth Management, and multiple roles within Charles Schwab entities. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, and institutional clients, offering wealth management, financial planning, and retirement plan advisory services. The firm employs a planning-based and risk-based investment approach using diversified mutual funds, ETFs, third-party managers, and AI-supported research, and integrates tax and accounting capabilities alongside proprietary technology to support its advisory services.

Factor investing / smart beta Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Veterinarian Mid-Career Professionals
user avatar
firm logo

Alex M

CFP®, Series 66

Las Vegas, NV

The AmeriFlex Group

Alex Mueller is a CFP® professional with eight years of experience in financial advising. He is currently with The AmeriFlex Group and Cambridge Investment Research, Inc., and has held prior roles at Edward Jones and Sanctuary Advisors LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering strategies through model asset allocations and various manager relationships.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

Richard H

Series 63, Series 65

Las Vegas, NV

Nwf Advisory Services Inc

Richard Holtan is an investment advisor with NWF Advisory Services Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His career includes roles at The Ameriflex Group, Osaic, Interactive Financial Advisors, and Crown Capital Securities. In addition to his advisory work, he is president and owner of Financial Services Investment Corp of NV, which markets life insurance and fixed annuities. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm employs an open-architecture Wealth Management Platform with a focus on strategic long-term investing alongside tactical strategies.

Wealth management Active portfolio management
user avatar
firm logo

Jesse K

CFP®, Series 66

Las Vegas, NV

The AmeriFlex Group

Jesse Kurrasch is a CFP® and Series 66 credentialed financial advisor with 12 years of industry experience. He is currently with The AmeriFlex Group and has previously worked at Cambridge Investment Research, OSAIC, Ameriflex Financial Services, and Sagepoint Financial. Outside of his advisory role, he owns Offroad Aviation, LLC, a business based in Las Vegas. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of advisory affiliates and utilizes multiple program platforms to implement tailored investment strategies.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
user avatar
firm logo

Ryan P

Series 66

Las Vegas, NV

Stratos Wealth Advisors LLC

Ryan Paugh is a financial advisor at Stratos Wealth Advisors LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Stratos Wealth Advisors since 2017, following prior roles at Stratos Wealth Partners, J.P. Morgan Securities, Chase Investment Services Corp., and Raymond James & Associates. Outside of his advisory role, he is the owner of Paugh LLC, a financial advising business. Stratos Wealth Advisors is an SEC-registered multi-team advisory firm with approximately 71 advisors, managing about $5.57 billion in assets for nearly 5,000 clients across 31 offices. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering customized portfolio management and a variety of financial planning and consulting services.

Founder/Business Owner Retired Executive
user avatar
firm logo

Darrin H

Series 65, Series 66, Series 63

Las Vegas, NV

Trajan Wealth, L.L.C.

Darrin Hansen is a financial advisor at Trajan Wealth, L.L.C. with one year of industry experience. He holds the Series 65, Series 66, and Series 63 licenses. Prior to joining Trajan Wealth, he worked at Bank of America for eight years and Wells Fargo for five years. In addition to his advisory role, he also acts as an insurance agent as part of his employment. Trajan Wealth provides discretionary and non-discretionary investment advisory services to individuals, retail investors, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, disciplined investment approach focused on stocks, ETFs, and mutual funds, with portfolios tailored to clients’ risk tolerances and other factors, and offers alternative private-market investments to eligible clients.

Private / alternative investments Concentrated stock management Charitable giving & philanthropy
user avatar
firm logo

Andrew S

CFP®, Series 66

Las Vegas, NV

Nwf Advisory Services Inc

Andrew Santibanez is a CFP® professional with 12 years of industry experience, currently serving as an Investment Advisor Representative at NWF Advisory Services Inc in Las Vegas, NV. His prior roles include positions at Crown Capital Securities, LP and JP Morgan Securities LLC. Outside of his advisory work, he owns Fiben Financial LLC, focusing on personal tax planning. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust and estate services. The firm manages approximately $3.82 billion in assets and utilizes an open-architecture Wealth Management Platform that combines advisor-managed and third-party model portfolios with both long-term strategic and short-term tactical investment approaches.

Wealth management Active portfolio management
user avatar
firm logo

Heather B

Series 66

Las Vegas, NV

Prosperitas Financial, LLC

Heather Brockhurst is a financial advisor at Prosperitas Financial, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at firms including MML Investors Services LLC, MassMutual Life Insurance Company, and Guardian Life Insurance Company of America. In addition to her advisory role, she is a licensed life and health insurance agent and is involved in real estate transactions as a licensed real estate agent. Prosperitas Financial, LLC is a multi-team registered investment adviser serving approximately 1,745 clients with asset management, financial planning, retirement plan consulting, and other services. The firm manages portfolios using a range of securities and employs third-party managers when appropriate, catering to individuals, trusts, pension plans, and businesses.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Gary D

CFP®, ChFC®, Series 63, Series 66

Las Vegas, NV

Financial & Tax Architects, LLC

Gary Davis is a CFP® and ChFC® with 28 years of industry experience. He is currently with Financial & Tax Architects, LLC and has previously worked at Northwestern Mutual for 26 years. Davis also operates his own firm, Gary Davis, LLC. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, and offers a sub-advisory business serving other registered investment advisers.

Retirement income strategy Social Security optimization Annuities Income planning General tax planning Retired
user avatar
firm logo

Gregory F

Series 63, Series 65

Las Vegas, NV

Forum Financial Management, Lp

Gregory Feese is a financial advisor with Forum Financial Management, LP, holding Series 63 and Series 65 designations and 17 years of industry experience. He has previously worked at Purshe Kaplan Sterling Investments and PR Wealth Management Group, Inc., where he is also involved in an investment-related business, Legacy Wealth Management of Las Vegas. He is also licensed as an insurance agent offering fixed insurance products. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm uses model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including portfolio management, financial planning, and sub-advisory support to independent advisors and RIAs.

Wealth management Passive / index investing ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Mid-Career Professionals
user avatar
firm logo

Jimmy L

Series 65

Las Vegas, NV

Impact Partnership Wealth, LLC

Jimmy Lin is a financial advisor with Impact Partnership Wealth, LLC, holding a Series 65 license and four years of industry experience. He has worked with several firms, including RightPath Tax Pros and RightPath Wealth Management, and is also the owner of RightPath Financial Group, where he provides insurance sales and tax advisory services. Additionally, he prepares tax returns and plans, including estate documents such as trusts and wills. Impact Partnership Wealth, LLC provides investment advisory services to individuals, corporations, trusts, and retirement plans, managing approximately $2.96 billion through a network of nearly 90 advisers. The firm offers model portfolio solutions, discretionary asset management, and retirement plan services, utilizing a diverse range of firm-managed and third-party strategies within a broad affiliated-entity ecosystem.

Tax-loss harvesting Options & derivatives strategies Private / alternative investments
user avatar
firm logo

Jeremy A

Series 66, Series 65

Las Vegas, NV

The Wealth Consulting Group

Jeremy Anderson is a financial advisor at The Wealth Consulting Group with 11 years of industry experience. He has held roles at WCG Wealth Advisors, LLC since 2017 and previously worked at Bank of America, N.A. from 2011 to 2017. Anderson holds Series 65 and Series 66 licenses. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm offers discretionary portfolio management, financial planning, and access to a range of investment platforms, employing both active and passive strategies alongside algorithmic portfolio management and legal support services.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
user avatar
firm logo

Richard W

CFP®, Series 63

Las Vegas, NV

The AmeriFlex Group

Richard Wickes is a CFP® with 33 years of experience in the financial services industry. He is currently with The AmeriFlex Group and has prior experience at firms including Ameriprise Financial Services, SagePoint Financial, and Cambridge Investment Research. In addition to his advisory role, he has worked as an independent insurance agent. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Wealth management Retirement income strategy Equity compensation tax strategy Business exit / sale strategy Founder/Business Owner Retired Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")