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338 advisors near
66542
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Out of 400,000+ nationwide
Joyce B
Series 63, Series 65
Topeka, KS
Primerica Advisors
Joyce Bacon is a financial advisor at Primerica Advisors with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with PFS Investments Inc. and Primerica Financial Services since 2004. Outside of advisory work, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.
Malcom O
Series 66
Lawrence, KS
LPL Financial
Malcom Ong is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and previously worked at Nations Financial Group, Inc. for 16 years. Ong is also the owner of Providence, LLC, where he serves as a registered representative. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, 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 supported by research and model portfolios.
Valerie N
Series 66
Topeka, KS
Edward Jones
Valerie Nelson is a Series 66-licensed financial advisor with Edward Jones in Topeka, KS, where she has worked since 2009, accumulating 17 years of industry experience. Outside of her advisory role, she is involved as a consultant in the skin care business Mary Kay. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
David D
ChFC®, Series 63
Topeka, KS
Cetera
David Damme is a financial advisor with Cetera, holding a ChFC® designation and over 26 years of industry experience. His prior roles include extensive work with Farmers Financial Solutions and managing his own insurance and tax preparation business. He also volunteers as a teacher for Junior Achievement USA, delivering economics education to students. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts, offering comprehensive portfolio management, financial planning, and retirement services through a multi-manager platform that supports both discretionary and non-discretionary strategies.
Bernard D
Series 63, Series 66
Topeka, KS
Edward Jones
Bernard Didde is a financial advisor with Edward Jones in Topeka, KS, holding Series 63 and Series 66 credentials and with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.
Sarah R
Series 66
Lawrence, KS
Ameriprise
Sarah Rivas is a financial advisor at Ameriprise with a Series 66 designation and over 15 years of industry experience, including 15 years at Edward Jones before joining Ameriprise in 2024. Outside of her advisory work, she is a 1099 sales representative for Zyia Activewear. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored written recommendations through a centralized consulting team.
Sandra D
Series 63, Series 66
Topeka, KS
Edward Jones
Sandra Davis is a financial advisor at Edward Jones in Topeka, KS, holding Series 63 and Series 66 designations with 23 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and is notable for its extensive retail advisor network and affiliated financial services.
Beverly C
Series 63, Series 65
Topeka, KS
Primerica Advisors
Beverly Claycamp is a financial advisor with Primerica Advisors in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with PFS Investments Inc. since 2006 and served in the Kansas Army National Guard from 2005 to 2021. Claycamp is also involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.
Scott S
Series 66
Lawrence, KS
Ameriprise
Scott Solomon is a Series 66-licensed financial advisor with Ameriprise, based in Berryton, Kansas. He has 22 years of industry experience, including 15 years with Ameriprise Financial Services, Inc. before joining Ameriprise in 2020. Outside of his advisory work, Solomon is the CEO and sole owner of SRS Enterprise, Inc., an S-Corp that manages his business overhead expenses, and he owns a 140-acre farm used for recreation. Ameriprise offers specialized retirement-income planning services for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide personalized recommendations. The firm also provides a broad array of advisory, brokerage, and insurance solutions typical of a large institutional firm.
Daniel A
Series 66
Topeka, KS
LPL Enterprise
Daniel Allen is a financial advisor with LPL Enterprise holding a Series 66 designation and two years of industry experience. His prior roles include positions at Smith, Moore & Co., Azura Credit Union, and Edward Jones Investments. LPL Enterprise, LLC serves a wide range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to diverse investment and insurance products through an integrated platform that combines adviser programs with active product sales.
Philip K
Series 63, Series 66
Topeka, KS
Thrivent Investment Management
Philip Knowland is a financial advisor with Thrivent Investment Management in Topeka, KS, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2010. Outside of his advisory role, he serves as Vice President of the Topeka Kansas Quarter Midget Association and manages a national-level youth racing team. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based financial planning across a broad range of topics, offering standalone planning or combined services under its WealthPlan program while maintaining separate management and planning functions.
Jahnnie B
CFP®, Series 63, Series 66
Topeka, KS
Edward Jones
Jahnnie Brake is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. Based in Topeka, KS, Brake holds Series 63 and Series 66 licenses alongside the CFP® designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Kasey P
ChFC®, Series 66
Topeka, KS
Edward Jones
Kasey Priddy is a financial advisor at Edward Jones with 14 years of industry experience. She holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.
Blake S
Series 66
Topeka, KS
Raymond James Financial
Blake Sutton is a financial advisor at Raymond James Financial with 11 years of industry experience and holds a Series 66 designation. His prior experience includes roles at LPL Financial and CUNA Mutual Group. He also refers clients to OCI for individual health insurance and Medicare needs. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work alongside advisory programs.
Thomas L
Series 63, Series 66
Lawrence, KS
STIFEL
Thomas Lohmeyer is a financial advisor at Stifel with 53 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 66 licenses. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services rooted in a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and asset allocation guidance intended to support client decision-making.
Parker W
Series 66
Topeka, KS
LPL Financial
Parker Winters is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior experience at ArroWealth Financial and roles related to the University of Kansas and Hiawatha community organizations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.
Matthew N
Series 63, Series 66
Lawrence, KS
STIFEL
Matthew Neis is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His work history includes positions at Wells Fargo Advisors LLC and Wells Fargo Clearing prior to joining Stifel in 2019. Outside of his advisory role, he serves as president of the Lawrence Breakfast Cosmos Club, a civic organization focused on finding a cure for diabetes. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Fate S
Series 63, Series 65
Topeka, KS
LPL Enterprise
Fate Spurlock is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 credentials and has 42 years of industry experience. His career includes roles at Ameritas Advisory Services, Ameritas Investment Corp, and Envision Wealth Network. He has also served as President of Spurlock Financial Services, Inc. since 1980. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels, offering financial planning, model wealth portfolios, third-party asset management, and a broad range of brokerage and insurance products.
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.
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Finding advisors...
338 advisors near
66542
within the area shown on the map
Out of 400,000+ nationwide