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Thurston T
Series 63, Series 66
Augusta, KS
Edward Jones
Thurston Thies is a financial advisor with Edward Jones in Augusta, KS, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. He has been with Edward Jones and its predecessor firm since 1999. Outside of his advisory role, he serves as a board member of the Augusta Public Library and operates a personal training business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.
Jacob S
Series 66
Wichita, KS
Equitable Advisors
Jacob Schwartz is a financial advisor at Equitable Advisors in Wichita, KS, holding a Series 66 credential. He has one year of advisory experience and previously worked at Strategic Resources Inc., Magellan Health, Verizon, and served 11 years in the Kansas Air National Guard. He also operates Schwartz Trading LLC, an independent business activity. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and LPL-sponsored advisory programs.
Joshua H
Series 63, Series 65
Wichita, KS
OSAIC
Joshua Humig is a financial advisor with OSAIC in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Woodbury Financial Services, THE O.N. Equity Sales Company, and Ohio National Financial Services. Outside of advisory work, he serves as president of a nonprofit organization coordinating mission trips and is a board member of a mission sending organization. OSAIC Wealth, Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party managers, employing asset-allocation tools and automated rebalancing to manage diversified portfolios.
Jade M
Series 66
Wichita, KS
Morgan Stanley
Jade Mccoy is a Series 66 licensed financial advisor with Morgan Stanley in Wichita, KS, and has six years of industry experience. Prior to joining Morgan Stanley in 2020, Jade worked at UMB Bank for four years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.
Van H
Series 63, Series 66
Wichita, KS
OSAIC
Van Harrold is a financial advisor with OSAIC based in Wichita, KS, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. He is owner and president of Van Harold and Associates, an S-Corp focused on tax preparation, and serves as president and shareholder of Impact Financial Partners, Inc., an investment-related business. OSAIC serves a diverse client base including individual, high-net-worth, pension, profit-sharing, corporate, and charitable clients through a large network of affiliated advisors and platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using asset-allocation tools and risk-tolerance assessments to construct portfolios across various asset classes.
Scott M
Series 63, Series 65
Wichita, KS
OSAIC
Scott Moore is a financial advisor at Osaic Wealth, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cambridge Investment Research Advisors and Summit Financial Group. In addition to his advisory role, he operates as an independent insurance agent specializing in life insurance. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with an emphasis on asset allocation, risk management, and multiple third-party managed account solutions.
Rayce H
CFP®, Series 66
Wichita, KS
Equitable Advisors
Rayce Hoepker is a CFP® with five years of industry experience, currently serving as a financial advisor at Equitable Advisors since 2020. Prior to this role, he held positions in various sectors including education and retail. Outside of his advisory work, he is co-owner of a small business, Reflection Financial Strategies ICT, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, corporations, and institutional clients, utilizing a broad network of Investment Adviser Representatives and third-party program sponsors.
David E
Series 63, Series 65
Wichita, KS
Equitable Advisors
David Ewert is a financial advisor at Equitable Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Independent Advisors, LLC for 24 years and Eisenhart And Associates for over 30 years. Outside of his advisory work, he maintains and manages a rental property in Wichita, KS. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning and a range of asset-management programs. The firm uses a variety of advisory models, primarily implemented through third-party managers and TAMPs, and provides ERISA fiduciary services for qualified plans.
Katrina E
Series 66
Wichita, KS
UBS Financial Services
Katrina Erker is a Series 66-licensed financial advisor with UBS Financial Services in Wichita, KS, where she has worked since 2007. She has 17 years of industry experience and also serves as a consultant for a jewelry business. Additionally, she holds the position of Treasurer for the Conway Springs Chamber of Commerce. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and institutional trading capabilities with wealth management services.
Nicholas F
Series 63, Series 65
Wichita, KS
Primerica Advisors
Nicholas Farlow is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes long-term roles at PFS Investments Inc. and Primerica Financial Services, as well as nearly three decades with The Boeing Company. He is also involved in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,964 advisors and $15.5 billion in assets under management. The firm delivers advisory services primarily through model-driven strategies managed by third parties, supported by custodial and execution platforms such as BNY Mellon Advisors and Pershing.
Joseph K
Series 66
Wichita, KS
LPL Financial
Joseph Knorp is a Series 66 licensed financial advisor with LPL Financial, based in Wichita, Kansas. He has nine years of industry experience, including previous roles at INTRUST Bank and the University of Kansas. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven solutions.
Ronald W
Series 63, Series 65
Wichita, KS
Wells Fargo Advisors
Ronald Wherritt is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors Financial Network since 2010. In addition to his role there, he has 50% ownership in Adroit Wealth Management, LLC, where he also serves as a financial advisor. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, and business-owner transition planning, using Wells Fargo research and tools to develop tailored recommendations.
Todd W
Series 66
Wichita, KS
Ameriprise
Todd Wessel Jr. is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and nine years of industry experience. He has been with Ameriprise since 2016 and is based in Wichita, KS. Outside of his advisory role, Wessel participates in promotional sports and social media activities related to his background as a former college athlete. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that focuses on retirement income planning through written recommendation reports and ongoing advice. The firm's approach includes asset allocation, adaptive withdrawal strategies, and Social Security claiming options within a restricted enrollment framework that incorporates assets held at Ameriprise and affiliated investment options.
Eric F
Series 63, Series 66
Wichita, KS
Ameriprise
Eric Fender is a financial advisor with Ameriprise in Wichita, KS, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its related entities since 2006. Fender also manages his own financial planning practice through a business he owns. Ameriprise is a large institutional firm that offers a retirement-income planning service aimed at clients approaching or in retirement with significant investable assets. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated companies and uses a combination of research, modeling, and tax-efficiency analysis to deliver personalized retirement income recommendations.
Brock T
Series 66
Wichita, KS
OSAIC
Brock Toothaker is a financial advisor at OSAIC based in Wichita, KS, holding a Series 66 designation. He has less than one year of industry experience and has prior work history in education, including roles at Wichita State University, Fort Hays State University, Butler Community College, and Clearwater High School. OSAIC serves a diverse client base that includes individual investors, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options, utilizing asset-allocation tools and automated rebalancing to manage portfolios.
Caleb K
Series 63, Series 65
Wichita, KS
Mass Mutual Investors Services
Caleb Klein is a financial advisor with MassMutual Investors Services in Wichita, KS, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2014. Klein is also involved in fee-based insurance advisory and operates Klein Hanning Financial, LLC, which supports his financial advising and client care activities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools and structured, collaborative planning engagements.
Travis T
Series 66
Wichita, KS
Edward Jones
Travis Tanner is a financial advisor with Edward Jones in Wichita, KS, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, he worked at Apex Engineering International and Cox Communication. Outside of his advisory role, he co-owns a rental property inherited by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a wide range of advisory programs and investment strategies and operates under a fiduciary standard.
Lori Z
Series 66
Wichita, KS
LPL Financial
Lori Zern is a financial advisor with LPL Financial, holding a Series 66 credential and eight years of industry experience. Her work history includes roles at Bergkamp Financial Inc and Waddell & Reed Inc. She also has experience outside finance, including involvement with Ascension Lutheran Church. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.
Jamie H
Series 66
Park City, KS
Edward Jones
Jamie Hickok is a Series 66-licensed financial advisor with Edward Jones in Park City, Kansas, with eight years of industry experience. Before joining Edward Jones in 2018, he worked at Syndeo Outsourcing for two years. 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 strategies supported by a large network of financial advisors and branch offices nationwide.
Matthew B
Series 66
Wichita, KS
Edward Jones
Matthew Barton is a financial advisor at Edward Jones in Wichita, KS, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked for 12 years at GKN Aerospace. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
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627 advisors near
67206
within the area shown on the map
Out of 400,000+ nationwide