Overwhelmed by options?
Answer a few questions to see advisors matched to you.
821 advisors near
64063
within the area shown on the map
Out of 400,000+ nationwide
Stacia W
Series 65
Kansas City, MO
AE Wealth Management, LLC
Stacia Williams is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and five years of industry experience. She also serves as a board member of Commissioned To Heal Incorporated, a nonprofit providing resources to the homeless, women, and children, including a food and clothing pantry and mental health counseling. Williams has held roles with S R Williams Holdings LLC dba Prosperity Wealth Management LLC and Williams Financial Group. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that combines AEWM-managed, third-party, and advisor-managed models.
Robert D
Series 66
Raymore, MO
Empower Advisory Group
Robert Davies is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he held various positions in the retail and hospitality sectors, including roles at La Nonna and Johnny's Tavern. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and savings rates.
Eric B
Series 66
Leawood, KS
Ameritas Advisory Services, LLC
Eric Bowen is a financial advisor at Ameritas Advisory Services, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Cetera, Prosperity Network of Advisors LLC, and TD Ameritrade. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.
Blake M
Series 66
Mission Woods, KS
Hightower Advisors
Blake Mc Govern is a Series 66-credentialed advisor at Hightower Advisors with one year of industry experience. His prior roles include positions at Mylo, LLC, Indian Hills Country Club, and Finney's Crafthouse & Kitchen. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes multi-manager solutions, combining affiliated and third-party managers, and offers services including portfolio management, financial planning, and retirement plan consulting.
Marie M
Series 66
Mission Woods, KS
Hightower Advisors
Marie Mc Graw is a financial advisor at Hightower Advisors with five years of industry experience. She holds a Series 66 designation and has worked previously at The Colt Group and RPS Financial. Outside of her advisory role, she assists with HR and bookkeeping tasks at a family-owned fire and flood restoration business. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.
Alfred S
Series 66
Mission Woods, KS
Moneta Group Investment Advisors, LLC
Alfred Simmons is a financial advisor at Moneta Group Investment Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors from 2015 to 2020. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a range of institutional clients, offering portfolio management, financial planning, and family office services. The firm operates with partner-led teams supported by centralized investment research and emphasizes diversified, multi-asset allocations and ongoing monitoring.
Grant E
CFP®, Series 65
Mission Woods, KS
Moneta Group Investment Advisors, LLC
Grant Edmunds is a CFP® with 12 years of industry experience, currently serving at Moneta Group Investment Advisors, LLC since 2020. He previously worked at Legacy Investment Partners LLC from 2013 to 2019. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and institutional clients, providing portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led team model supported by a centralized Investment Department and offers diversified, multi-asset investment strategies alongside specialized services such as planning for professional and developing athletes.
Conner H
CFA®, Series 63
Mission Woods, KS
Hightower Advisors
Conner Hanlon is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Hightower Advisors, where he has worked since 2022. His prior experience includes roles at Msec, LLC, Mariner Wealth Advisors, and BOKF, NA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager approach that incorporates affiliated and third-party managers across mutual funds, ETFs, alternative investments, and custom indexing.
Tarren B
Series 66
Mission Woods, KS
Hightower Advisors
Tarren Bingham is a Series 66-licensed financial advisor with Hightower Advisors, bringing three years of industry experience. His prior roles include positions at Ameriprise and Fidelity Investments. Outside of his advisory work, he serves as director of a special needs ministry at his church, managing volunteers and coordinating support for families. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm utilizes a multi-manager investment approach, offering access to affiliated and third-party managers, with services that include portfolio management, financial planning, and retirement consulting.
Eric S
Series 66
Blue Springs, MO
Private Advisor Group, LLC
Eric Sporing is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at LPL Financial LLC, Mariner Independent Advisor Network, BFC Planning, Berthel Fisher & Company Financial Services, U.S. Bancorp Investments, and Edward Jones. He serves on the boards of the Blue Springs Chamber Foundation, Inc. and the Blue Springs Fall Fun Festival, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and utilizes multiple investment approaches executed through both proprietary and third-party platforms.
Michael K
Series 66
Mission Woods, KS
Hightower Advisors
Michael Keegan is a financial advisor at Hightower Advisors with a Series 66 designation and one year of industry experience. Before joining Hightower, he worked in various roles including positions at Ace Hardware and Washburn University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes multi-manager solutions, including the use of affiliated and third-party managers, proprietary research, and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.
Jason W
Series 63, Series 66
Leawood, KS
Transamerica Retirement Advisors, LLC
Jason Wetmore is a financial advisor at Transamerica Retirement Advisors, LLC with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Waddell and Reed and Transamerica Financial Advisors, Inc. His background includes sales of insurance and non-insurance products for Transamerica-affiliated companies. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice and investment education services, using proprietary tools from Morningstar Investment Management to deliver personalized asset allocation and retirement guidance.
Nicole B
Series 66
Kansas City, MO
D.A. Davidson & Co.
Nicole Burczyk is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. She holds a Series 66 designation and has worked previously at Janney Montgomery Scott LLC, Crossfirst Bank, Money Concepts Capital Corp, and Country Club Bank. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.
Paul B
Series 65
Lee's Summit, MO
Wealth Enhancement Advisory Services, LLC
Paul Brock is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 12 years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he was with Wise Wealth, LLC for 12 years and worked as a self-employed insurance agent for 13 years. He is also active as an insurance agent focusing on fixed insurance and annuity sales. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting with an investment approach that blends passive and active strategies guided by an internal Investment Committee.
Brian J
Series 66, Series 63, Series 65
Lee's Summit, MO
Empower Advisory Group
Brian Johnson is a financial advisor with Empower Advisory Group based in Lee's Summit, MO, holding Series 63, 65, and 66 licenses with 17 years of industry experience. He has worked at GWFS Equities, Inc. since 2014 and has also been with J.P. Morgan Institutional Investments Inc. and J.P. Morgan Retirement Plan Services LLC since 2008. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s integrated model leverages Empower’s recordkeeping and administrative platforms to deliver point-in-time financial plans and managed account solutions focused on long-term portfolio returns and client savings rates.
Calvin D
Series 66
Mission Woods, KS
Hightower Advisors
Calvin Dillon is an advisor at Hightower Advisors with a Series 66 designation and one year of industry experience. Prior to joining Hightower, he worked at the University of Central Missouri for five years and has experience in golf club management. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients through a network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.
Bryan N
CFP®, Series 65
Mission Woods, KS
Moneta Group Investment Advisors, LLC
Bryan Nelson is a CFP® with five years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2020. Prior to joining Moneta, he worked at KPMG, LLP from 2012 to 2020. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a partner-led team model supported by a centralized investment department, emphasizing diversified, multi-asset allocations and ongoing monitoring.
Scott W
Series 63, Series 66
Lee's Summit, MO
Empower Advisory Group
Scott Wilson is a financial advisor with Empower Advisory Group in Lee's Summit, MO, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior work includes roles at Advised Assets Group, GWFS Equities, Bank of the West, BancWest Investment Services, Cetera Investment Services LLC, First National Bank in Pratt, and CETERA Investment Advisers LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan sponsor-selected investment lineups.
Nicholas P
Series 65, Series 63
Lee's Summit, MO
Wealth Enhancement Advisory Services, LLC
Nicholas Phillips is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at American Century Investment Services Inc. and Wise Wealth, LLC. Outside of his advisory role, he is the owner of Horizon Real Estate, a real estate rental business. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified investment process combining passive and active strategies overseen by an internal Investment Committee.
Jacob C
Series 66
Mission Woods, KS
Hightower Advisors
Jacob Cross is a financial advisor with Hightower Advisors, holding a Series 66 designation and six years of industry experience. His prior work history includes roles at HighTower Securities LLC, MML Investors Services, Mass Mutual Life Insurance Co, and other financial services firms. He is also involved with Guided Path, LLC, assisting by introducing clients to legal service providers when needed. Hightower Advisors serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach focuses on manager selection and multi-manager solutions, using both affiliated and third-party managers with a broad range of investment vehicles and strategies.
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.
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")
Finding advisors...
821 advisors near
64063
within the area shown on the map
Out of 400,000+ nationwide