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1,513 advisors near
89148
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Jeffrey L
Series 65
Las Vegas, NV
Tucker Asset Management LLC
Jeffrey Leonard is a financial advisor at Tucker Asset Management LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Tucker Asset Management since 2016. Prior to this, he spent eight years at Brookstone Capital Management. Leonard is also involved in insurance and fixed annuity sales through American Benefits and Management Group, which he has been associated with for 19 years, and he owns Concepts Retirement Planning. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, providing discretionary investment management, financial planning, and retirement plan advisory services. The firm employs a top-down macroeconomic approach to portfolio construction and utilizes a broad range of investment strategies, including alternative investments and direct indexing.
Donald M
Series 65
Las Vegas, NV
Encompass More Asset Management LLC
Donald Marino is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and one year of industry experience. Prior to his current role, he worked in the automotive sector for several years at various dealerships in Nevada. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies that include proprietary models and third-party sub-advisers, offering a range of investment options from traditional equities and fixed income to private placements and digital asset exposures.
Bryan W
Series 63, Series 66
Las Vegas, NV
MissionSquare Retirement
Bryan Wilhelm is a financial advisor with MissionSquare Retirement, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has held previous roles at ICMA-RC Services, Morgan Stanley, Merrill, U.S. Bancorp Investments, Ameriprise Advisor Services, and UBS Financial Services. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice developed by Morningstar Investment Management using asset-class allocation models and personalized strategies.
Andrew F
CFP®, ChFC®, Series 63, Series 65
Las Vegas, NV
Simon Quick Advisors, LLC
Andrew Ferguson Sr. is a Certified Financial Planner® and Chartered Financial Consultant® with 43 years of industry experience. He is currently with Simon Quick Advisors, LLC and has previously worked at Proquility Private Wealth Partners, Bank of America, and Merrill. He serves as a board member for the Boys and Girls Clubs of Southern Nevada Foundation, assisting with the investment policy and oversight of the organization's asset manager. Simon Quick Advisors serves individuals, families, pension and non-profit entities, endowments, and foundations by providing wealth management, investment consulting, financial planning, tax services, and administrative support. The firm employs a diverse investment approach, including use of proprietary quantitative analysis and active monitoring, and offers distinctive services such as fund sponsorship and sub-advisory arrangements.
Jason G
Series 66
Las Vegas, NV
The Wealth Consulting Group
Jason Gamett is a financial advisor with The Wealth Consulting Group and holds a Series 66 designation. He has 20 years of industry experience and has been with The Wealth Consulting Group and LPL Financial since 2014. He is also a principal at Gamett & King, a CPA firm specializing in tax preparation and accounting. 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 that integrates fundamental, technical, macroeconomic, and quantitative analysis and offers both direct management and access to third-party programs across multiple custodial platforms.
Charles S
Series 63
Las Vegas, NV
The Wealth Consulting Group
Charles Schwarz III is a financial advisor with The Wealth Consulting Group in Las Vegas, NV, holding a Series 63 designation and 14 years of industry experience. He has worked with LPL Financial since 2012 and previously with Jackson Hewitt Tax Service. Schwarz is a part-owner of a spouse's business unrelated to investment activities. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers both active and passive investment options, model portfolios, and algorithmic guided wealth services.
Michael P
Series 63, Series 65
Las Vegas, NV
The AmeriFlex Group
Michael Pashak is an investment adviser representative at The AmeriFlex Group with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research, Sagepoint Financial, LPL Financial, and Mutual Bank of Omaha. He is also involved in insurance and benefits consulting. 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, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.
Brianne S
CFP®, Series 63, Series 66
Las Vegas, NV
The Wealth Consulting Group
Brianne Soscia is a CFP® professional with 15 years of experience in the financial services industry. She has worked with The Wealth Consulting Group since 2018 and previously held roles at Independent Financial Partners and LPL Financial. Brianne operates Financial Yogi, a business entity linked to her advisory activities. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers a range of services including discretionary portfolio management, financial planning, and access to third-party money managers.
Sandra M
Series 65
Las Vegas, NV
Redhawk Wealth Advisors, Inc.
Sandra Mazonas is a financial advisor at Redhawk Wealth Advisors, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at Financial Fitness Group, LLC and SLM Tax Services. In addition to her advisory role, she has been involved with Sustainable Growth LLC since 2017. Redhawk Wealth Advisors provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, high-net-worth families, estates, trusts, retirement plans, and charitable organizations. The firm utilizes strategic and tactical asset allocation monitored by an investment committee and offers specialized services such as captive insurance company account management.
Marshall M
Series 66
Las Vegas, NV
The AmeriFlex Group
Marshall Moua is a financial advisor with The AmeriFlex Group in Las Vegas, NV, holding a Series 66 credential and nine years of industry experience. His prior work includes roles at Cambridge Investment Research, OSAIC, Sagepoint Financial Inc., and The Boiling Crab. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, utilizing customized strategies delivered through various model asset allocations and discretionary or non-discretionary manager relationships.
Gregory G
Series 63, Series 65
Las Vegas, NV
Gradient Advisors, LLC
Gregory Griffin is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His work history includes positions at Brookstone Capital Management, Griffin Investment Services, and his own firm, Griffin Advisory Services, which he has owned and operated since 2006, dedicating approximately 75% of his time to financial planning and insurance sales. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other entities. The firm operates primarily through a network of Investment Advisor Representatives, employing a largely non-discretionary model and utilizes various analytical methods to align portfolios with client objectives and risk tolerance.
Frank C
Series 63, Series 65
Las Vegas, NV
International Assets Investment Management, LLC
Frank Carbone is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. He is also president of United Wealth Management, a private label entity for financial business based in Las Vegas. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, fixed income, and may recommend options hedges or rebalancing to meet client objectives.
Kyra Gayle L
Series 63, Series 65
Las Vegas, NV
Savvy
Kyra Gayle Luu is a financial advisor at Savvy with Series 63 and Series 65 licenses and four years of industry experience. She has previously worked at Farther Finance Advisors, Goldman Sachs, and Ameriprise Financial Services. In addition to her advisory role, she is a licensed insurance agent offering fixed insurance products. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, retirement plans, charitable organizations, and corporations. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by proprietary technology and sub-adviser allocations.
Robert L
Series 66
Las Vegas, NV
Advisor Share Wealth Management, LLC
Robert La Spada is a Series 66 credentialed advisor with 14 years of industry experience. He is affiliated with Advisor Share Wealth Management, LLC and has worked at Wealth Watch Advisors and Brookstone Capital Management, LLC. Outside of his advisory work, he is involved in commercial and residential real estate brokerage and has roles related to insurance and precious metals sales. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, retirement-plan services, and a web-based asset management platform, utilizing third-party sub-advisers and model portfolios to implement client strategies on both discretionary and non-discretionary bases.
Terry J
Series 66
Las Vegas, NV
Advisory Services Network
Terry Jackson is a financial advisor at Advisory Services Network with 12 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank for a combined 13 years. Outside of advising, he owns and operates Precision Tree Care, a tree trimming and landscaping business. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisers. The firm offers a range of portfolio management and consulting services, employing various investment strategies tailored to clients' objectives and risk tolerances.
Brian F
Series 66
Las Vegas, NV
The Wealth Consulting Group
Brian Foley is a financial advisor with The Wealth Consulting Group in Las Vegas, NV, holding a Series 66 credential and nine years of industry experience. He has worked with WCG Wealth Advisors, LLC and LPL Financial, LLC since 2016. Outside of his advisory role, Foley is involved as a part-time tennis coach and bookkeeper at a local tennis center. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a mix of active and passive investment strategies tailored to client goals and risk tolerances, and offers services including discretionary portfolio management, financial planning, and access to third-party money managers.
Debra N
Series 66
Las Vegas, NV
IHT Wealth Management LLC
Debra Nadeau is a financial advisor with IHT Wealth Management LLC in Las Vegas, NV, holding a Series 66 designation and 17 years of industry experience. Her prior experience includes roles at LPL Financial, Private Advisor Group, Mass Mutual Investors Services, and MSI Financial Services. She is also involved with ChenoaZuri, Corp, a business entity for tax and investment purposes. IHT Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a diversified investment approach combining fundamental stock selection with quantitative tools, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of over 150 advisors.
Christine S
Series 63, Series 66
Las Vegas, NV
The Wealth Consulting Group
Christine Soscia is a financial advisor with The Wealth Consulting Group in Las Vegas, NV, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at WCG Wealth Advisors since 2018 and previously at Independent Financial Partners and LPL Financial. Soscia is also involved in selling fixed life insurance outside of her advisory role. 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, corporations, charities, and trusts. The firm employs a tailored investment process that integrates multiple analytical approaches and offers a range of management options, supported by legal-service pathways and a dedicated portfolio-model group.
Jordan L
Series 66
Las Vegas, NV
RBC Securities, Inc
Jordan Luedke is a financial advisor at RBC Securities, Inc. with eight years of industry experience. He previously worked at Robert W. Baird & Co from 2016 to 2022 and has been with City National Securities, Inc. since 2022. Outside of his advisory work, he serves as a board member for the City of Henderson Parks and Recreation Board and is a member of Vegas Young Professionals. He also acts as a non-public arbitrator for FINRA. RBC Securities, Inc. provides wealth management and brokerage services to individuals, including high-net-worth clients, trusts, and retirement plans. The firm offers financial planning and portfolio management through its investment advisory program, which uses strategies implemented by an affiliated sub-advisor, RBC Rochdale, and benefits from integration within a broad financial services group.
Michael M
Series 63, Series 65
Las Vegas, NV
Stratos Wealth Advisors LLC
Michael Ma is a financial advisor with Stratos Wealth Advisors LLC in Las Vegas, NV. He holds Series 63 and Series 65 designations and has 24 years of industry experience. Prior to joining Stratos in 2021, he spent 19 years with TIAA-CREF and Tiaa. Outside of his advisory role, Ma is a partner and wealth advisor at Emeritus Wealth Management, an investment-related business based in Philadelphia. Stratos Wealth Advisors is an SEC-registered, multi-team advisory firm with approximately 71 advisors managing about $5.57 billion in assets for nearly 4,928 clients across 31 offices. The firm serves individuals, trusts, retirement plans, and institutional accounts, offering a variety of financial planning and portfolio management services through a network of supervised independent advisory representatives.
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1,513 advisors near
89148
within the area shown on the map
Out of 400,000+ nationwide