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900 advisors near
64064
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Out of 400,000+ nationwide
Brian H
Series 66, Series 63
Kansas City, MO
American Century Investments Private Client Group, Inc.
Brian Hawkins is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior roles include positions at American Century Investment Services, Garden City Wind, and BEST Security. Outside of advising, he has been involved in umpiring and has held various roles in education and sports-related organizations. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by in-house teams and offers detailed quarterly performance reporting and household account aggregation.
Collin J
Series 65, Series 63
Kansas City, MO
American Century Investments Private Client Group, Inc.
Collin Jasper is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at American Century Investment Services and Midwest Grain & Barge, as well as multiple positions in higher education at Southeast Missouri State University, Kansas State University, and Highland Community College. 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 utilizes model portfolios managed by in-house teams and emphasizes proprietary mutual funds and ETFs in its investment approach.
Andrew O
Series 66
Kansas City, MO
American Century Investments Private Client Group, Inc.
Andrew Osborne is a financial advisor with American Century Investments Private Client Group, Inc. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Kestra Advisory Services LLC, AE Financial Services, LLC, and Ethos Group. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers portfolio personalization, tax-loss harvesting, and access to affiliated mutual funds and ETFs through model portfolios managed with a focus on strategic asset allocation and diversification.
Kylie H
CFP®, Series 66
Lees Summit, MO
Creative Financial Designs, Inc.
Kylie Hays is a CFP® with seven years of industry experience, currently affiliated with Creative Financial Designs, Inc. She has worked at Lighthouse Financial Strategies since 2018, assisting with financial planning and practice management. Her background also includes roles at Sites Medical and Rose Hulman Institute of Technology. Creative Financial Designs serves individual, corporate, and institutional clients, providing discretionary and non-discretionary investment management alongside financial planning and consulting. The firm uses asset-class model allocations and multiple risk objectives guided by third-party research and an Executive Investment Committee.
Jason N
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Jason Nguyen is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with American Century Investments since 2013. Outside of his advisory role, he manages a nail care business in Kansas City. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers portfolio monitoring, tax-loss harvesting, and access to affiliated mutual funds and ETFs through model portfolios emphasizing strategic asset allocation and diversification.
Wayne K
Series 63, Series 66
Kansas City, MO
Prairie Capital Management Group, LLC
Wayne Kraus is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients such as pension plans, trusts, and charitable organizations. The firm uses a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers while providing asset consulting and investment supervisory services.
Grace M
Series 63, Series 66
Kansas City, MO
American Century Investments Private Client Group, Inc.
Grace Mayhew is a financial advisor at American Century Investments Private Client Group, Inc. with one year of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she has worked in various positions including at Milton's Cafe and The University of Kansas. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services primarily to individuals, trusts, estates, charitable organizations, and business entities, utilizing model portfolios managed by an in-house investment committee. The firm focuses on households meeting a modest relationship threshold and mainly recommends proprietary mutual funds and ETFs in its investment solutions.
Steven W
Series 66
Kansas City, MO
UMB Financial Services, Inc.
Steven Winget is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 10 years of industry experience. He has been with UMB Financial Services and its affiliate UMB Bank since 2016. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse client base, including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple wrap-fee managed account programs and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, leveraging its affiliation with UMB Bank.
Kenneth D
Series 63, Series 65
Lee's Summit, MO
Lexaurum Advisors
Kenneth Donnelly is a financial advisor with Lexaurum Advisors who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Lexaurum Advisors since 2019 and previously spent over a decade with HD Vest-related firms. Outside of advising, he owns and operates tax preparation and resolution businesses and is the author of two books on tax and retirement planning. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm manages approximately $1.27 billion across more than 2,000 clients using diversified portfolios grounded in modern portfolio theory and offers both discretionary and non-discretionary advisory services.
Stephen W
Series 63, Series 66
Lees Summit, MO
ON Investment Management CO
Stephen White is a financial advisor with ON Investment Management Company, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Edward Jones from 2011 to 2017 and has been with The O.N. Equity Sales Company and Ohio National Financial Services since 2017. In addition to his advisory role, he is active as a real estate agent, assisting clients with buying and selling residential properties. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of third-party programs and both discretionary and non-discretionary management approaches.
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.
Stephen S
CFP®, Series 63, Series 66
Lee's Summit, MO
Wealth Enhancement Advisory Services, LLC
Stephen Stricklin is a CFP® with 18 years of experience in the financial services industry. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Bright Portfolios, LLC and Wise Wealth, LLC. Outside of advisory work, he owns and operates Frost Coffee and Tea, a local café in Lee's Summit, MO. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and research-driven portfolio construction.
David S
Series 63, Series 65
Lee's Summit, MO
OSAIC Institutions, INC.
David Stangohr is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior work includes roles at Infinex Investments, Inc., Virtue Financial Advisors, LLC, INVEST Financial Corp, and Bankers & Investors Co., Inc. He is involved in Virtue Financial Advisors, LLC as an agent for fixed insurance, annuities, and Medicare supplements. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer structure.
Chase C
CFP®, Series 66
Mission Woods, KS
Moneta Group Investment Advisors, LLC
Chase Coffin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2023. Prior to joining Moneta, he worked at BlackRock Investments LLC and Invesco Distributors, Inc. from 2015 to 2023. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.
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.
Michael G
CFP®, Series 66
Leawood, KS
Commonwealth Financial Network
Michael Goostree is a CFP®-designated financial advisor with 20 years of industry experience, currently with Commonwealth Financial Network since 2015. He owns Goostree Financial Group, Inc., a private entity facilitating securities, advisory, and insurance business. Outside of finance, he is the author of an article titled "But There's So Much DIY in IVF That We Can't Be Sure." Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.
Edwin D
Series 65, Series 66
Lee's Summit, MO
Wealth Enhancement Advisory Services, LLC
Edwin Dillon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 licenses and one year of industry experience. His work history includes roles at Wealth Enhancement Advisory Services, Accord Group, and several school districts. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, with portfolio oversight from an internal Investment Committee.
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900 advisors near
64064
within the area shown on the map
Out of 400,000+ nationwide