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338 advisors near
66542
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Brian C
Series 66
Topeka, KS
Wells Fargo Advisors
Brian Casebeer is a financial advisor with Wells Fargo Advisors in Topeka, KS, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Advisors and related entities since 2016. Outside of his advisory role, he is involved in several businesses, including co-owning a wealth management practice and a marketing business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services tailored to clients who meet certain net-worth criteria. The firm utilizes proprietary research and planning tools to develop customized recommendations, with flexible implementation options through brokerage or advisory programs.
Brent H
Series 63, Series 66
Lawrence, KS
LPL Financial
Brent Hoffman is a financial advisor with LPL Financial in Lawrence, KS, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been a partner at Fifteen:22 Financial Partners since 2010 and previously worked at Nations Financial Group, Inc. Additionally, Hoffman serves as an assistant wrestling coach at Lawrence Free State High School and is the chair of the Douglas County Republican Party. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and brokerage services.
Ashley B
Series 66
Topeka, KS
Edward Jones
Ashley Bonura is a financial advisor with Edward Jones in Topeka, KS, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, Bonura worked at Merrill Lynch, CoreFirst Bank and Trust, and Genesis Health Clubs. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and affiliated products supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.
Nancy H
Series 66
Topeka, KS
Raymond James Financial
Nancy Haufler is a financial advisor at Raymond James Financial with two years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and the State of Kansas Department of Administration. Outside of her advisory role, she is involved in organizing a family festival called Gary's Farm Fest in Grantville, KS. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools to support client goals and maintains specialized programs in municipal advisory and SIMPLE IRA employer consulting.
Brenda S
Series 63, Series 65
Topeka, KS
Primerica Advisors
Brenda Shupe is a financial advisor with Primerica Advisors in Topeka, KS, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its advisory services.
George S
Series 63, Series 65
Topeka, KS
STIFEL
George Schuler is a financial advisor at Stifel with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel since 2009. Outside of his advisory role, Schuler serves as President of the Sherwood Improvement District in Topeka, Kansas, where he oversees funding and maintenance for local roads and water systems. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.
Kendall C
Series 63, Series 66
Topeka, KS
LPL Financial
Kendall Curry is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and totaling 29 years of industry experience. Prior to joining LPL Financial in 2023, Curry worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. from 2017 to 2023, and has operated DM Bruce Associates since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.
Kris W
CFP®, Series 63, Series 65
Topeka, KS
Wells Fargo Clearing
Kris Welborn is a CFP® with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he holds power of attorney responsibilities for his parents’ investment-related matters. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs.
Aric H
Series 66
Topeka, KS
LPL Financial
Aric Harrington is a financial advisor at LPL Financial with 20 years of industry experience and holds a Series 66 designation. His previous roles include work at Arrowwealth Financial LLC and James Cook. Harrington has also been involved with Calvary Lutheran Church and the Topeka School Fund. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management supported by in-house and third-party research.
Cathy R
Series 66
Tecumseh, KS
LPL Financial
Cathy Reynoso is a Series 66-licensed financial advisor with LPL Financial in Tecumseh, Kansas, and has 20 years of industry experience. She has been with LPL Financial since 2015. Outside of her advisory role, she owns Madam Tinker, a business providing computer organizational tips and tricks. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Sara K
Series 66
Topeka, KS
Thrivent Investment Management
Sara Keil is a financial advisor at Thrivent Investment Management with two years of industry experience. She previously worked at Gradient Insurance Brokerage for nine years. Keil holds a Series 66 designation and is located in Topeka, KS. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”
Christopher A
Series 63, Series 65
Topeka, KS
LPL Financial
Christopher Adams is a financial advisor with LPL Financial in Topeka, KS, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior firms include Cambridge Investment Research Advisors and National Planning Corporation. He is also involved in several business entities related to tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning, advisory programs, and retirement consulting services, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.
Thaddaeus A
Series 66
Topeka, KS
LPL Enterprise
Thaddaeus Allen is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 17 years of industry experience, including prior roles at Edward Jones and Smith, Moore & Co. Allen serves on the board of the Auburn Community Center, a nonprofit organization in Auburn, Kansas. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management through an integrated platform that includes insurance and lending products.
Gabriel O
Series 66
Topeka, KS
Edward Jones
Gabriel O'Shea is a financial advisor with Edward Jones in Topeka, KS, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously at the Greater Topeka Partnership. Outside of advising, he is co-owner of KOGO LLC, a consignment store, which his wife manages. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services supported by a large national network of advisors and branch offices.
Van S
Series 63, Series 66
Lawrence, KS
LPL Financial
Van Schaffer is a financial advisor with LPL Financial in Lawrence, KS, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has previously worked at Nations Financial Group, Inc. and Great Plains Financial Group and has operated his own advisory business since 1994. Outside of financial advising, he serves as an independent starter for junior and senior high school track and field meets. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm provides a range of advisory programs and services, including discretionary and non-discretionary management, supported by extensive research and various investment strategies.
Kevin C
Series 66
Topeka, KS
Edward Jones
Kevin Conley is a financial advisor at Edward Jones in Topeka, KS, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2014. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.
Richard P
CFP®, Series 66
Lawrence, KS
Raymond James Financial
Richard Pratte is a CFP® professional with three years of industry experience, currently serving at Raymond James Financial. His career includes roles at MKA Wealth Management and Schenewerk Capital LLC. He has also been involved with several church organizations over the years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary strategies supported by analytical tools and offers specialized advisory programs such as municipal finance and SIMPLE IRA consulting.
Kristen S
Series 66
Lawrence, KS
STIFEL
Kristen Samp is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and has been with Stifel since 2018. Prior to her career in finance, she worked at Lawrence Country Club for nine years and currently works as a golf professional providing golf instruction. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.
Kurt G
Series 65
Topeka, KS
Cambridge Investment Research Advisors
Kurt Guth is a financial advisor with Cambridge Investment Research Advisors, holding a Series 65 credential and 13 years of industry experience. He has been with Cambridge since 2013 and is also the owner and CEO of American Tax Service, Inc., a tax preparation and accounting firm he has operated since 2004. Additionally, he serves as a shareholder and board member of ASA Marketing Group, Inc., which provides marketing and advertising services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through independent professionals using a variety of investment platforms and strategies tailored to client objectives.
Connor S
Series 66
Topeka, KS
LPL Financial
Connor Stanley is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2022, he worked at C & C Group for a total of four years and served in the Kansas Army National Guard from 2013 to 2019. In addition to his advisory role, he operates Stanley Tax, a tax preparation and accounting service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by proprietary and third-party research.
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Finding advisors...
338 advisors near
66542
within the area shown on the map
Out of 400,000+ nationwide