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268 advisors near
66609
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Out of 400,000+ nationwide
Joseph R
Series 66
Topeka, KS
Edward Jones
Joseph Roberson is a financial advisor at Edward Jones in Topeka, KS, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.
Eric M
ChFC®, Series 66
Topeka, KS
Edward Jones
Eric Mueting is a financial advisor at Edward Jones in Topeka, KS, holding the ChFC® designation and a Series 66 license with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm provides a range of advisory services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.
Lawrence H
Series 66
Topeka, KS
LPL Financial
Lawrence Hesse is a financial advisor with LPL Financial, holding a Series 66 credential and 52 years of industry experience. His career includes long tenures at American United Life Insurance Company, Union Central, Cornerstone Advisors, LLC, and Cambridge Investment Research. He is based in Topeka, KS. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven investment solutions.
Pamela L
Series 65, Series 63
Topeka, KS
OSAIC
Pamela Luthi is a financial advisor at OSAIC with five years of industry experience. She holds Series 65 and Series 63 licenses and has operated Pam Luthi Insurance Solutions, LLC since 2014, providing various insurance products including health insurance, fixed and indexed annuities, long-term care insurance, and traditional life insurance. She also serves as Vice President of the Topeka Independent Business Association, a local small business organization. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party managers. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios across various asset classes.
Theresa Y
PFS™, Series 66
Topeka, KS
LPL Financial
Theresa Young is a financial advisor at LPL Financial with 28 years of industry experience. She holds the PFS™ designation and Series 66 license. Prior to joining LPL Financial in 2024, she worked at Royal Alliance Associates for 18 years and has additional experience at Investment Advisors Asset Management LLC and Berberich Trahan & Co. She is also involved part-time with Mark Young CPA, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from various sources.
Brandon S
Series 66
Perry, KS
Thrivent Investment Management
Brandon Shreve is a financial advisor at Thrivent Investment Management with 13 years of industry experience. He holds the Series 66 designation and has worked at Thrivent and its affiliates since 2019, following prior roles in agricultural equipment sales and running Shreve Services Inc for 20 years. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority. The firm’s approach includes periodic plan reviews and the option to integrate planning with managed-account services under a consolidated billing program called WealthPlan.
Jeffrey S
Series 63, Series 65
Topeka, KS
Ameriprise
Jeffrey Stebbins is a financial advisor with Ameriprise in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Edward Jones and Wells Fargo Funds Management. Outside of his advisory work, he serves as President of the South Pointe Estates HOA board and sells baseball cards on eBay. Ameriprise offers specialized retirement-income planning services for clients with substantial investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.
Courtney W
Series 66
Topeka, KS
Edward Jones
Courtney Wehner is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has prior work experience including roles in education and digital content creation through Teacher Synergy LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and a nationwide network of advisors and branches.
Caleb C
Series 66
Topeka, KS
Edward Jones
Caleb Current is a Series 66 licensed financial advisor with Edward Jones in Topeka, KS, where he has worked since 2019. He has six years of industry experience and has held various roles across several companies prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutional investors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Kristen S
CFP®, Series 66
Topeka, KS
Edward Jones
Kristen Starr is a CFP® and Series 66-licensed financial advisor with six years of experience, currently practicing at Edward Jones in Topeka, KS. She has worked previously with the same firm from 2012 to 2018 and has been involved with Gary's Fall Festival, a local community event. Additionally, she has experience with Topeka Public Schools dating back to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Jackson F
Series 66
Topeka, KS
Cetera
Jackson Fager is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. He has worked at several financial firms, including CoreFirst Bank & Trust and Renaissance Financial, alongside his current role at Cetera. Cetera Investment Advisers LLC is a national SEC-registered advisor serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, including discretionary and non-discretionary services, supported by a network of over 10,000 advisors and more than $256 billion in assets under management.
Jeffrey H
Series 63, Series 65
Topeka, KS
STIFEL
Jeffrey Hughes is a financial advisor at Stifel with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decision-making.
Kelly D
Series 63, Series 66
Topeka, KS
Edward Jones
Kelly Donaldson is a financial advisor at Edward Jones with 25 years of industry experience, having worked at the firm since 2001. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he owns a vacation home in Sarasota, Florida. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large national network of financial advisors and branch offices.
Ronda M
Series 63, Series 65
Topeka, KS
Primerica Advisors
Ronda Monhollon is a financial advisor with Primerica Advisors in Topeka, KS, holding Series 63 and Series 65 licenses and with 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995 and previously worked for the Topeka Public School District 501 from 2019 to 2021. Outside of her advisory role, she has engaged in self-employed house cleaning for a small client base. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients using model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and utilizes a tiered wrap fee structure rather than fixed-fee billing.
Julianne M
Series 63, Series 65
Topeka, KS
Thrivent Investment Management
Julianne Meier Tinoco is a financial advisor with Thrivent Investment Management in Topeka, KS, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2014. Outside of her advisory role, she serves on the board of Children's Day Out, a Christian preschool, and owns and coaches at Love to Play Volleyball, a local volleyball training and coaching program. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering goal-based analyses and written recommendations on a wide range of planning topics. The firm does not manage portfolios for institutional clients and offers planning separately from managed accounts through a consolidated billing option.
Laura L
Series 66
Topeka, KS
Wells Fargo Advisors
Laura Lyons is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and four years of industry experience. She previously worked at Edward Jones for three years before joining Wells Fargo Clearing in 2019. Lyons has been with Wells Fargo Advisors Financial Network since 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that include specialized areas such as business-owner transition and special-needs planning, using Wells Fargo’s research and tools to develop tailored recommendations.
Richard M
Series 63, Series 65
Topeka, KS
Primerica Advisors
Richard Malloy is a financial advisor with Primerica Advisors in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved with the Mike McDonnell Golf Tournament for Hospice. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and offers a tiered wrap fee structure, with custody and trade execution services provided by Pershing and Primerica Brokerage Services.
Daniel L
Series 63, Series 66
Topeka, KS
STIFEL
Daniel Long is a financial advisor at Stifel with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Company since 2016. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.
Cory L
Series 66
Topeka, KS
Edward Jones
Cory Lusk is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. Prior to joining Edward Jones, he worked in law enforcement for over a decade, including five years with the Jackson County Sheriffs Office and nine years with the Beloit Police Department. 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 nationwide network of more than 23,000 financial advisors.
John H
Series 66
Topeka, KS
Cetera
John Hutton is a Series 66 licensed financial advisor with one year of industry experience. He is currently with Cetera and has prior experience at American Century Investments and CoreFirst Bank & Trust. Hutton also worked in education at Kansas State University and Washburn Rural High School. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and consulting services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.
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Finding advisors...
268 advisors near
66609
within the area shown on the map
Out of 400,000+ nationwide