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John J
Series 66
Kansas City, MO
The Wealth Consulting Group
John Jespersen is a financial advisor with The Wealth Consulting Group, holding a Series 66 credential and 17 years of industry experience. He has worked at multiple firms including V Wealth Advisors LLC and Purshe Kaplan Sterling Investments. Jespersen serves as Honorary Consul of Denmark for Kansas and Missouri, assisting with consular, commercial, and cultural matters. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.
Angela R
Series 66
Kansas City, MO
Prairie Capital Management Group, LLC
Angela Robertson is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, holding a Series 66 designation with 19 years of industry experience. She has worked at Prairie Capital Management Group, LLC since 2021 and was previously with Prairie Capital Management LLC from 2008 to 2021. Prairie Capital primarily serves high-net-worth individuals and families, as well as institutional clients such as pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting, investment supervisory services, and management of pooled investment vehicles.
Benjamin J
Series 66, Series 63
Kansas City, MO
American Century Investments Private Client Group, Inc.
Benjamin Jolles is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 66 and Series 63 designations and has two years of industry experience. His work history includes roles at American Century Investment Services, the University of Kansas, and several country clubs. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios managed by its asset allocation and investment teams, primarily with proprietary mutual funds and ETFs, and serves clients typically meeting a modest relationship threshold.
Michael G
Series 63, Series 66
Kansas City, MO
Prairie Capital Management Group, LLC
Michael Gentry is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Prairie Capital since 2012, including its current iteration since 2021. Gentry serves as an individual trustee of the ROOC Trust and participates on the Kansas City Symphony’s Audit and Finance Committee. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers while managing a range of pooled investment vehicles.
Dante W
Series 66, Series 63
Kansas City, KS
Empower Advisory Group
Dante Webb is a financial advisor with Empower Advisory Group in Kansas City, KS, holding Series 66 and Series 63 licenses and totaling five years of industry experience. He has worked at Empower Retirement since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services are closely integrated with Empower’s recordkeeping and administrative systems and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.
Sean D
Series 66, Series 63
Kansas City, MO
Empower Advisory Group
Sean Day is a financial advisor with Empower Advisory Group in Kansas City, MO, holding Series 66 and Series 63 licenses and having two years of industry experience. His prior roles include positions at Empower Financial Services, Sunrun, and Golden Oak Lending. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services focus on integrated solutions tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.
Vincent C
Series 65
Kansas City, MO
Creative Planning
Vincent Clark is a Series 65 licensed advisor at Creative Planning with 10 years of industry experience, having been with the firm since 2015. He serves on multiple nonprofit boards, including Park University’s Board of Trustees and Foundation Board, Children’s Mercy Hospital, Kansas City Ballet, and American Public Square, contributing to fiduciary oversight and organizational governance. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.
Michael P
Series 63, Series 66
Kansas City, MO
GWN Securities Inc.
Michael Pollakowski is a financial advisor with GWN Securities Inc. in Kansas City, MO, holding Series 63 and Series 66 designations and bringing 41 years of industry experience. He has been with GWN Securities since 2009. Outside of his advisory role, he serves on the boards of Mackenzie Bay and Clean Green Energy and oversees farmland operations. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of managed-account programs, including both traditional and legacy active strategies.
Shannon S
Series 65, Series 63
Kansas City, MO
GWN Securities Inc.
Shannon Suarez is a financial advisor with GWN Securities Inc. in Kansas City, MO, holding Series 65 and Series 63 credentials and 36 years of industry experience. She has been with GWN Securities since 2010 and also operates an insurance business offering life, health, disability, dental, supplemental insurances, and annuities. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third-party manager selection. The firm employs a range of discretionary portfolio management strategies, including market-timing and momentum-based approaches, and utilizes both affiliated and unaffiliated sub-advisers.
Thomas W
Series 66
Kansas City, MO
Empower Advisory Group
Thomas Willenborg Jr. is a financial advisor with Empower Advisory Group in Kansas City, MO, holding a Series 66 designation and 12 years of industry experience. He has worked at GWFS Equities, Inc. since 2014. Outside of his advisory role, he is also active as an Uber driver. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
Christopher C
Series 66
Kansas City, MO
Independent Financial Group, LLC
Christopher Chaney is a financial advisor with Independent Financial Group, LLC in Kansas City, MO, holding a Series 66 designation and 21 years of industry experience. His prior firms include UBS Financial Services, Woodbury Financial Services, and Edward Jones. He serves as a board member for the nonprofit fundraiser GiveSafeWater and is involved in educating clients about investment fees through the Understand Advisor Fees program. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of firm- and third-party models to develop tailored investment strategies, blending passive and active exposures while conducting ongoing portfolio monitoring.
Tyson B
Series 63, Series 65
Kansas City, MO
Oppenheimer
Tyson Bauer is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Oppenheimer & Co. Inc since 2012. The firm serves a diverse client base including individuals, corporations, and charitable organizations, offering a broad range of investment programs across discretionary and non-discretionary accounts. Oppenheimer combines investment management with broker-dealer operations and reports a significant portion of its advisory assets as non-discretionary.
Shannon C
Series 63, Series 65, Series 66
Kansas City, MO
Steward Partners Investment Advisory, LLC
Shannon Cheah is a financial advisor at Steward Partners Investment Advisory, LLC with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Waddell & Reed, Inc. and Copper Financial Network LLC. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering a range of advisory and portfolio management services.
Jarod T
Series 63, Series 65
Kansas City, MO
Guardian Life
Jarod Tibbetts is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Cambridge Investment Research, and Country Insurance & Financial Services. Outside of his advisory work, he owns and operates a property casualty insurance brokerage under Goosehead Insurance. Primerica Advisors serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting discretionary and non-discretionary accounts with various investment vehicles and lending solutions.
Christopher H
Series 63, Series 65
Kansas City, MO
Empower Advisory Group
Christopher Hoppenthaler is a financial advisor at Empower Advisory Group with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been advising at Asset Group LLC since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.
Kevin S
Series 63, Series 65
Parkville, MO
Empower Advisory Group
Kevin Shillingsburg is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Gwfs Equities, Inc. since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies with Empower’s recordkeeping and administrative platforms.
Vincent D
Series 63, Series 65
Kansas City, MO
Empower Advisory Group
Vincent Defeo is a financial advisor at Empower Advisory Group in Kansas City, MO, holding Series 63 and Series 65 credentials with 10 years of industry experience. He has worked at Gwfs Equities, Inc. since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning services.
Pablo B
Series 66, Series 63
Kansas City, MO
Empower Advisory Group
Pablo Berrio is a financial advisor with Empower Advisory Group in Kansas City, MO, holding Series 66 and Series 63 licenses and two years of industry experience. His work history includes roles at Empower Financial Services and other firms in various industries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach.
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.
Gregory R
CFP®, Series 63, Series 65
Kansas City, MO
GWN Securities Inc.
Gregory Russell is a CFP® with 21 years of industry experience, currently affiliated with GWN Securities Inc. He has held positions at GWN Securities since 2009 and at Accenture since 2018, where he serves as an Associate Director in IT consulting and systems integration. His background includes 15 years at Computer Sciences Corp. GWN Securities is an SEC-registered investment adviser and broker-dealer that manages approximately $3.65 billion across more than 37,000 client accounts through a network of about 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, featuring both traditional and legacy active investment strategies.
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714 advisors near
64151
within the area shown on the map
Out of 400,000+ nationwide