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Tarren B
Series 66
Mission Woods, KS
Hightower Advisors
Tarren Bingham is a Series 66-licensed financial advisor with Hightower Advisors, bringing three years of industry experience. His prior roles include positions at Ameriprise and Fidelity Investments. Outside of his advisory work, he serves as director of a special needs ministry at his church, managing volunteers and coordinating support for families. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm utilizes a multi-manager investment approach, offering access to affiliated and third-party managers, with services that include portfolio management, financial planning, and retirement consulting.
Michael K
Series 66
Mission Woods, KS
Hightower Advisors
Michael Keegan is a financial advisor at Hightower Advisors with a Series 66 designation and one year of industry experience. Before joining Hightower, he worked in various roles including positions at Ace Hardware and Washburn University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes multi-manager solutions, including the use of affiliated and third-party managers, proprietary research, and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.
Alexander S
Series 65, Series 63
Shawnee, KS
Empower Advisory Group
Alexander Steininger is a financial advisor with Empower Advisory Group in Shawnee, Kansas, holding Series 65 and Series 63 licenses and nine years of industry experience. He has been with Empower Retirement since 2016 and with Empower Advisory Group since 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model combines proprietary and third-party methodologies focusing on long-term portfolio returns and annual rebalancing within the plan lineups chosen by plan sponsors.
Nicole B
Series 66
Kansas City, MO
D.A. Davidson & Co.
Nicole Burczyk is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. She holds a Series 66 designation and has worked previously at Janney Montgomery Scott LLC, Crossfirst Bank, Money Concepts Capital Corp, and Country Club Bank. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.
Gregory R
CFP®, Series 63, Series 65
Kansas City, MO
GWN Securities Inc.
Gregory Russell is a CFP® with 21 years of industry experience, currently affiliated with GWN Securities Inc. He has held positions at GWN Securities since 2009 and at Accenture since 2018, where he serves as an Associate Director in IT consulting and systems integration. His background includes 15 years at Computer Sciences Corp. GWN Securities is an SEC-registered investment adviser and broker-dealer that manages approximately $3.65 billion across more than 37,000 client accounts through a network of about 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, featuring both traditional and legacy active investment strategies.
Jonathan P
Series 66
Kansas City, MO
Principal Financial Services
Jonathan Pereira is a financial advisor with Principal Financial Services, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Waddell & Reed Inc. and Mariner Wealth Advisors, among others. He has worked at Principal Securities and Principal Life Insurance since 2022. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions.
Domenic R
Series 65, Series 63
Kansas City, MO
GWN Securities Inc.
Domenic Rizzi is a financial advisor at GWN Securities Inc. with 39 years of industry experience. He holds Series 65 and Series 63 licenses and has been with GWN Securities since 2010. Prior to that, he worked at Connecticut General Life Insurance Company for over 40 years. Rizzi serves on the advisory board of Catholic Radio, contributing to fundraising and strategic decisions. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm utilizes a mix of affiliated and unaffiliated sub-advisers and incorporates both strategic asset allocation and tactical market-timing strategies in its portfolios.
Lucas A
CFP®, Series 66
Overland Park, KS
Guardian Life
Lucas Austin is a CFP® professional with 20 years of industry experience, currently affiliated with Primerica Advisors. His career includes roles at Guardian Life Insurance Company and Park Avenue Securities, and he has operated his own firm, Austin Wealth Strategies, LLC, since 2013. He is also involved with AWSWP, LLC, a non-investment-related business. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.
Erin O
Series 66, Series 63
Shawnee, KS
Empower Advisory Group
Erin Outlaw is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Empower Retirement and Waddell & Reed Inc. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, delivering integrated solutions connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions within plan lineups selected by plan sponsors.
Debra F
Series 63, Series 65
Liberty, MO
Principal Financial Services
Debra Fehl is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and having eight years of industry experience. Her background includes roles at Union Financial, Inc., Stephens Heffner Financial Partners, Principal Life Insurance Company, and Cigna Healthcare. She serves on the Liberty Area Chamber of Commerce board and the Regional Advisory Council of Liberty Hospital Foundation, and owns a personal LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.
Matthew A
Series 66
Shawnee, KS
First Command Advisory Services
Matthew Anderson is a financial advisor with First Command Advisory Services, holding a Series 66 credential and five years of industry experience. He has been associated with First Command in various roles since 2020. Anderson is also the President and CEO of Matt Anderson Financial Consulting LLC and a member of Pony Express Advisors LLC, business ventures related to financial advising and firm administration. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs using centrally managed model portfolios and third-party managers.
Victoria A
Series 63, Series 66
Liberty, MO
Empower Advisory Group
Victoria Arrieta is a financial advisor with Empower Advisory Group in Liberty, MO. She holds Series 63 and Series 66 licenses and has 11 years of industry experience. Her prior work includes a tenure at Gwfs Equities, Inc. since 2014. Outside of advising, she is involved as a distributor for Herbalife Nutrition products. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.
Sanford W
Series 65, Series 63
Kansas City, MO
GWN Securities Inc.
Sanford Warmund is a financial advisor with GWN Securities Inc. based in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with GWN Securities since 2010 and is a 49% owner and Executive Vice President of Reliant Financial Services, a financial services marketing company. Sanford also works as a life insurance sales representative on occasion. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs, financial planning, and third-party manager introductions. The firm employs a mix of affiliated and unaffiliated sub-advisers and focuses on asset allocation and Modern Portfolio Theory, with some programs using tactical, momentum-based strategies.
Calvin D
Series 66
Mission Woods, KS
Hightower Advisors
Calvin Dillon is an advisor at Hightower Advisors with a Series 66 designation and one year of industry experience. Prior to joining Hightower, he worked at the University of Central Missouri for five years and has experience in golf club management. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients through a network of Advisor Practices. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.
David H
Series 66
Riverside, MO
Bankers Life Advisory Services, Inc.
David Hensley is a financial advisor at Bankers Life Advisory Services, Inc. with 10 years of industry experience. He holds a Series 66 designation and has been with Bankers Life and its affiliated entities since 2013. In addition to his advisory role, he serves as a unit field trainer recruiting and training insurance agents. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management according to client goals and risk tolerances.
Bryan N
CFP®, Series 65
Mission Woods, KS
Moneta Group Investment Advisors, LLC
Bryan Nelson is a CFP® with five years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2020. Prior to joining Moneta, he worked at KPMG, LLP from 2012 to 2020. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, and family office services. The firm uses a partner-led team model supported by a centralized investment department, emphasizing diversified, multi-asset allocations and ongoing monitoring.
Jon T
Series 63, Series 66
Gladstone, MO
Empower Advisory Group
Jon Travis is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and four years of industry experience. His previous roles include positions at GWFS Equities, Cardinal Health, FedEx, Hallmark, Ball's Food, Safe Haven Security, and LMV Automotive. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm integrates its advisory services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed accounts within plan lineups selected by plan sponsors.
Skylar W
CFP®, Series 66
Kansas City, MO
Kestra Advisory
Skylar Wright is a CFP® professional with 10 years of industry experience, currently advising at Kestra Advisory. His prior experience includes roles at LPL Financial and Waddell & Reed. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.
Jacob C
Series 66
Mission Woods, KS
Hightower Advisors
Jacob Cross is a financial advisor with Hightower Advisors, holding a Series 66 designation and six years of industry experience. His prior work history includes roles at HighTower Securities LLC, MML Investors Services, Mass Mutual Life Insurance Co, and other financial services firms. He is also involved with Guided Path, LLC, assisting by introducing clients to legal service providers when needed. Hightower Advisors serves a diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations. The firm’s investment approach focuses on manager selection and multi-manager solutions, using both affiliated and third-party managers with a broad range of investment vehicles and strategies.
Edvan A
Series 63, Series 66
Kansas City, MO
Empower Advisory Group
Edvan Araiza Hermosillo is a financial advisor at Empower Advisory Group with three years of industry experience. He has previously worked at KeyBank and FirstBank, and has experience in education from roles at Colorado Mountain College and Glenwood Springs High School. Outside of advising, he is the owner of Libertad Investments Ltd., a business involved in real estate and property management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
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Finding advisors...
856 advisors near
64150
within the area shown on the map
Out of 400,000+ nationwide