Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

436 advisors near
66018

Out of 400,000+ nationwide

user avatar
firm logo

Stacey H

Series 63, Series 65

Lawrence, KS

Cambridge Investment Research Advisors

Stacey Heaton is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 designations and 20 years of industry experience. She has been associated with Cambridge Investment Research firms since 2013 and owns Heaton Principal Services LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals. The firm offers a range of investment strategies across multiple custody platforms, combining proprietary and third-party models to tailor solutions to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Arthur D

Series 63, Series 65

Olathe, KS

LPL Financial

Arthur Davis is a financial advisor with LPL Financial in Olathe, KS, holding Series 63 and Series 65 licenses and with 35 years of industry experience. He has worked at LPL Financial since 2018 and concurrently at Central Trust Bank and INVEST Financial Corp. since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management approaches supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
firm logo

Jack H

Series 63, Series 66

Overland Park, KS

Edward Jones

Jack Hansen is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 66 designations and 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 manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner
user avatar
firm logo

Hung Chieh H

Series 63, Series 65

Overland Park, KS

Primerica Advisors

Hung Chieh Huang is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and having six years of industry experience. His work history includes roles at Primerica Advisors since 2019, Primerica Financial Services since 2018, People Ready from 2015 to 2018, and Mastercard since 2012. Outside of financial advising, he works as an independent contractor for Amazon Flex. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and utilizes a tiered wrap fee structure while maintaining oversight of its investment models and manager selection.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

John A

Series 63, Series 66

Olathe, KS

Edward Jones

John Andrew is a financial advisor with Edward Jones in Olathe, Kansas, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, tax-efficient services, and proprietary mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Abigail H

Series 66

Overland Park, KS

Edward Jones

Abigail Hansen is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior experience as a registered nurse providing medical care in a neonatal intensive care unit. Edward Jones is a full-service wealth management firm serving more than four million 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.

Business ownership considerations Business succession planning General estate planning guidance Multi-generational wealth transfer General retirement planning Founder/Business Owner Doctor or Medical Professional Women Professionals
user avatar
firm logo

Ann M

Series 66

Lawrence, KS

LPL Financial

Ann Myers is a financial advisor at LPL Financial with seven years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2019, with prior roles at Cambridge Investment Research and Bank of America. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services utilizing model portfolios, research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Ehren F

Series 66

Lawrence, KS

LPL Financial

Ehren Feldmeyer is a financial advisor with LPL Financial in Lawrence, Kansas, holding a Series 66 designation and 16 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm provides financial planning, a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management with access to model portfolios and research.

College savings (529s, UTMA, etc.)
user avatar
firm logo

Bonnie L

Series 66

Olathe, KS

Edward Jones

Bonnie Lemmon is a financial advisor with Edward Jones in Olathe, KS, holding a Series 66 designation and with six years of industry experience. Prior to joining Edward Jones in 2020, she worked for Kansas City Kansas Public Schools USD 500 from 2015 to 2019. Outside of her advisory role, she is involved with Seint, a beauty company, through personal purchasing benefits. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

James B

Series 63, Series 65, Series 66

Overland Park, KS

Primerica Advisors

James Brown is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63, 65, and 66 licenses and possessing 19 years of industry experience. He has been with Primerica Advisors since 2017 and has worked with Primerica Financial Services since 2012. Brown is also involved with Ascend Learning Examfx. In addition to his advisory role, he receives compensation for sales and referrals related to mortgage, home security, and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Gerald R

Series 63, Series 65

Tonganoxie, KS

OSAIC

Gerald Rocheleau III is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America, Inc., Centaurus Financial Inc., and Kestler Financial Group. He also serves as a senior advisor consultant in insurance sales, assisting insurance agents and registered representatives with product training and marketing. OSAIC Wealth, Inc. serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a wide range of brokerage and advisory services and employs various asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar
firm logo

Brian O

Series 66

Shawnee, KS

LPL Financial

Brian O'konski is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed, Inc. and GTM Sportswear, a Hanesbrands Inc. company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside research from LPL Research and third-party subadvisors.

College savings (529s, UTMA, etc.)
firm logo

Deanna C

ChFC®, Series 66

Lenexa, KS

Edward Jones

Deanna Campbell is a financial advisor at Edward Jones in Lenexa, KS, holding ChFC® and Series 66 designations with 10 years of industry experience. She has been with Edward Jones since 2016. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Planning for children with special needs Caring for aging parents Military & Veterans Government Employee Educators, Teachers, and Academics Women Professionals
firm logo

David F

CFP®, Series 66

Olathe, KS

Edward Jones

David Fletcher is a Certified Financial Planner® with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to this, he worked at OptumRx for twelve years and has contributed to the University of Kansas School of Pharmacy by training pharmacy students on an as-needed basis. He also serves as a finance committee member for Grace United Methodist Church in Olathe, KS. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment advisory programs and affiliated services, supported by a large network of financial advisors and branch offices across the United States.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Wealth management Founder/Business Owner Doctor or Medical Professional
firm logo

Eric M

Series 66

Kansas City, KS

Edward Jones

Eric Mc Tye is a financial advisor at Edward Jones in Kansas City, KS, holding a Series 66 designation with 15 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 range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management Doctor or Medical Professional Public Service Employee
user avatar
firm logo

Timothy D

Series 63, Series 66

Shawnee, KS

Edward Jones

Timothy Deves is a financial advisor with Edward Jones in Shawnee, KS, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves on the advisory board of the Lee Ann Britain Infant Development Center, where he contributes to program development, marketing, fundraising, and scholarship decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering various managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its large network of advisors and branch offices as well as its affiliated capabilities beyond advisory services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Robert L

Series 63, Series 65

Olathe, KS

LPL Financial

Robert Lane is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. He also provides financial planning and consulting services through Ameritime, LLC, an independent investment advisor firm he started in 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
firm logo

Aaron W

Series 66

Gardner, KS

Edward Jones

Aaron Wyant is a Series 66-licensed financial advisor with Edward Jones in Gardner, KS, and has 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he has been involved with Gardner Martial Arts since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large nationwide presence with more than 23,000 financial advisors and over 15,000 branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General retirement planning General estate planning guidance Founder/Business Owner
user avatar
firm logo

Dennis S

ChFC®, Series 63, Series 65

Overland Park, KS

Cambridge Investment Research Advisors

Dennis Spratt is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including prior roles at Geneos Wealth Management Inc., OSAIC, and Spratt Wealth Management Group, Inc. Outside of his advisory work, he serves on the board of Junior Achievement of Lawrence, a nonprofit organization. Cambridge Investment Research Advisors is an SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers tailored investment solutions through independent Financial Professionals using multiple custody platforms, proprietary and third-party model strategies, and a range of discretionary and non-discretionary management options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
user avatar
firm logo

Justin G

Series 66

Overland Park, KS

Edward Jones

Justin Green is a financial advisor at Edward Jones in Overland Park, KS, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he spent 16 years in education with the Shawnee Mission School District and was involved with Behavioral Health Allies and his own educational consulting firm. Outside of finance, he has roles in the hair salon industry, serving as secretary of Primp, LLC and vice president of Nicky Green, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branches nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")