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Kenneth G
CFA®, Series 65
Leawood, KS
Mitchell Capital Management Co
Kenneth Green is a CFA® charterholder and holds a Series 65 license with 35 years of industry experience. He has been with Mitchell Capital Management Co. since 1990. Mitchell Capital Management Co. is an SEC-registered investment adviser that provides discretionary portfolio management and financial planning to individuals, retirement accounts, employee benefit plans, corporations, foundations, and charitable organizations. The firm manages approximately $861 million in assets and offers customized investment guidelines using a combination of systematic database screening and traditional security analysis across multiple equity and fixed-income strategies.
Michele G
CFP®, Series 65
Overland Park, KS
ONE Advisory Partners, LLC
Michele Gawthrop is a CFP® with six years of industry experience and has been with ONE Advisory Partners, LLC since 2013. She holds a Series 65 license and works out of Overland Park, Kansas. ONE Advisory Partners serves individuals, families, trusts, estates, charitable organizations, and business entities with financial planning and discretionary investment management. The firm offers globally diversified portfolios based on modern portfolio theory and integrates a Virtual Family Office model coordinating financial, tax, and legal professionals.
Michael W
CFP®, Series 63, Series 66
Overland Park, KS
Legacy Financial Strategies, LLC
Michael Wren is a CFP® professional with 17 years of industry experience. He has been with Legacy Financial Strategies, LLC since 2014. Legacy Financial Strategies, LLC manages approximately $952 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary and non-discretionary investment management, retirement plan services, and financial planning through a multi-advisor team, using globally diversified portfolios primarily constructed with mutual funds and ETFs.
Melissa F
Series 66
Overland Park, KS
Triune Financial Partners, LLC
Melissa Figeac Nanez is a financial advisor at Triune Financial Partners, LLC with 13 years of industry experience. She holds the Series 66 designation and has previously worked at Purshe Kaplan Sterling Investments. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment strategy based on Modern Portfolio Theory, managing accounts primarily through low-cost mutual funds and ETFs with discretionary oversight.
Matthew S
Series 63, Series 65
Kansas City, MO
Mader & Shannon Wealth Management
Matthew Stevens is a financial advisor with Mader & Shannon Wealth Management in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Mader & Shannon since 2014 and previously worked at Cadena Securities Services, LLC. Outside of his advisory role, he is involved in managing residential real estate investments through Patriot USA Properties, LLC and Bonner Ridge, LLC. Mader & Shannon Wealth Management provides discretionary portfolio management and financial planning services to individual clients, corporations, and retirement plans. The firm employs an active management approach focused on individual securities traded on major U.S. exchanges, combining fundamental and technical analyses with third-party research.
Sean E
CFP®, Series 66
Overland Park, KS
BCWM
Sean Easterly is a CFP® professional with 11 years of industry experience. He has been with Boyer & Corporon Wealth Management since 2016. He holds the Series 66 designation and is based in Overland Park, KS. BCWM provides investment supervisory services and financial planning to high-net-worth individuals, families, and various institutions. The firm emphasizes a balanced approach combining discretionary portfolio management and financial planning, serving clients through a seven-advisor team managing approximately $665 million in assets.
Christopher W
CFP®, Series 66, Series 63
Lee's Summit, MO
Capital Investment Management, Inc
Christopher Wolff is a CFP® professional with 17 years of experience in the financial advisory industry. He is currently with Capital Investment Management, Inc., where he has worked since 2025. His prior roles include positions at Country Club Trust Company, Tower Wealth Managers, and American Century Investment Services, Inc. Capital Investment Management, Inc. serves individual clients, trusts, estates, and charitable organizations by providing discretionary asset management, financial planning, and retirement plans. The firm manages approximately $558.9 million in discretionary assets and utilizes program-based solutions and independent strategists to support a large client base through various managed account platforms.
Ryan C
ChFC®, Series 63
Overland Park, KS
One Wealth Capital Management, LLC
Ryan Cleary is a financial advisor at One Wealth Capital Management, LLC with 15 years of industry experience. He holds the ChFC® designation and Series 63 license. His career includes roles at Guardian Life Insurance Company of America, Park Avenue Securities, and Mass Mutual. Outside of advising, he is a silent partner in a nutritional supplement business and has a private investment in an oil production site. One Wealth Capital Management serves individual and high-net-worth clients, foundations, trusts, corporations, retirement plans, and charitable organizations. The firm employs a macro-environmental approach to tactical asset allocation, combining growth and fixed-income strategies across various investment vehicles, and offers both discretionary and non-discretionary services along with ongoing coordinated planning programs.
Evan L
CFA®
Kansas City, MO
Atwood & Palmer, Inc.
Evan Lang is a CFA® charterholder and financial advisor with two years of industry experience. He is currently with Atwood & Palmer, Inc., having previously worked at Duff & Phelps Investment Management and TortoiseEcofin. Atwood & Palmer, Inc. serves high-net-worth and ultra-high-net-worth individuals, multigenerational families, and institutional clients by providing investment management, comprehensive financial planning, and concierge services. The firm integrates fundamental and technical analysis across multiple asset classes and coordinates with outside professionals to manage complex financial relationships.
Matthew M
CFP®, Series 65
Overland Park, KS
Keen Wealth Advisors
Matthew Miller is a CFP® with three years of industry experience, currently serving as an advisor at Keen Wealth Advisors. He has worked at Keen Wealth Advisors since 2021 and has prior experience in various roles including at You Move Me and MCCARTHY CHEVROLET. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities, focusing on retirement planning and comprehensive portfolio management. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and employs a multi-method investment analysis framework with diversified portfolios including ETFs, mutual funds, and individual securities.
Parker M
CFP®, PFS™, Series 65
Overland Park, KS
Centerpoint Advisory Group, LLC
Parker Moeder is a CFP® and holds a Series 65 license with two years of experience in financial advising at Centerpoint Advisory Group, LLC. He has also worked since 2012 at Eric J Moeder CPA & Associate. Centerpoint Advisory Group provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a multi-faceted investment approach that includes fundamental, technical, quantitative, and cyclical analyses, along with options strategies and third-party manager referrals.
Michael M
Series 65
Overland Park, KS
Greenup Wealth
Michael Mercer is a Series 65-licensed financial advisor with two years of industry experience, currently with Greenup Wealth. His prior roles include positions at Gateway First Bank, Wyndham Capital, Farmers Bank and Trust, and Lockton Investment Securities. Greenup Wealth serves individual and high-net-worth clients, charitable organizations, and business entities, providing discretionary portfolio management, ongoing financial planning, and access to third-party investment managers. The firm employs a variety of analytical methods and investment strategies, including fundamental and quantitative analysis, and offers services that extend to non-custodial accounts such as 401(k)s and HSAs.
Faith H
CFP®, Series 66
Lee's Summit, MO
Capital Investment Management, Inc
Faith Hutchins is a CFP® and Series 66 registered advisor with Capital Investment Management, Inc., based in Lee's Summit, MO. She has one year of industry experience and prior work includes roles at Cambridge Investment Research, Inc. and positions in the restaurant industry. Capital Investment Management, Inc. serves individual clients, trusts, estates, and charitable organizations, offering discretionary asset management, financial planning, and retirement plans. The firm manages approximately $558.9 million in discretionary assets and employs program-based portfolio management solutions with an emphasis on co-advisory and managed account platforms.
Robert S
CFP®, Series 66
Overland Park, KS
Triune Financial Partners, LLC
Robert Sparrow is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Triune Financial Partners, LLC since 2005. He previously worked at Purshe Kaplan Sterling Investments, Inc. from 2011 to 2018. Outside of his advisory role, he serves as Vice President of the College Church of the Nazarene Foundation, focusing on opportunities related to estate planning and testamentary giving. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a largely passive investment approach based on Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs, with discretionary management guided by written Investment Policy Statements.
Martin B
Series 63, Series 66
Lee's Summit, MO
Freedom Wealth Advisors, LLC
Martin Brooks is a financial advisor at Freedom Wealth Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Freedom Wealth Advisors since 2019. His prior experience includes roles at Troutman and Associates and United Planners. Brooks is also involved in independent insurance sales and is the founder of Heritage Financial. Freedom Wealth Advisors serves private individuals, banks, corporations, estates, trusts, charitable organizations, and retirement plans through fee-based portfolio management and financial planning. The firm employs a customized, tactical allocation strategy that combines long-term core orientation with flexible trading tactics and utilizes third-party advisers for portfolio and tax-mitigation trading.
William P
Series 63, Series 65
Overland Park, KS
Centerpoint Advisory Group, LLC
William Padek is a financial advisor at Centerpoint Advisory Group, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2002, Personal Financial Group from 2011 to 2019, and joined Centerpoint Advisory Group in 2022. Centerpoint Advisory Group provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, pension consulting, and referrals to third-party managers. The firm uses a combination of fundamental, technical, quantitative, cyclical, and modern portfolio theory analyses and employs various trading strategies, managing accounts primarily on a discretionary basis with ongoing monitoring and regular reporting.
Jeffrey H
CFP®, Series 66
Overland Park, KS
Legacy Financial Strategies, LLC
Jeffrey Hrabe is a CFP® and holds a Series 66 license with 20 years of industry experience. He has worked at Legacy Financial Strategies, LLC since 2022 and previously held positions at Cavanal Hill Distributors, Inc., Cavanal Hill Investment Management, Inc., and BOK Financial entities. Legacy Financial Strategies, LLC is an SEC-registered advisory firm managing approximately $952 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs fundamental analysis to build globally diversified portfolios using mutual funds, ETFs, individual securities, and alternative investments, serving around 635 client relationships through a multi-advisor team.
Nathan G
Series 65
Overland Park, KS
Novadius Wealth Management
Nathan Geraci is a financial advisor with Novadius Wealth Management in Overland Park, KS, holding a Series 65 designation and 17 years of industry experience. He has been with The ETF Store since 2008 and is involved in several related business activities, including serving as president of The ETF Institute Inc., a professional ETF education and certification website, and owning OTR Media LLC, a media company producing podcasts, blogs, and videos. Novadius Wealth Management serves individuals, corporations, and retirement plan fiduciaries, offering discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm applies a global strategic asset allocation approach primarily using ETFs and combines quantitative and fundamental analysis to tailor portfolios to clients’ objectives and risk profiles.
Gregory W
Series 63, Series 66
Lake Winnebago, MO
Universal Financial Advisors, LLC
Gregory Wozniak is a financial advisor at Universal Financial Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at PFG Advisors, LLC, Securities America, Inc., Beam Asset Management, LLC, and is the owner of True Compass Financial, LLC. Outside of his advisory work, Wozniak serves as president of the Lions Club of Lake Winnebago Foundation and holds volunteer positions with the Lake Winnebago Lions Club and the local homeowners association. Universal Financial Advisors, LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting. The firm emphasizes asset allocation and diversification based on Modern and Post-Modern Portfolio Theory, managing client portfolios on a discretionary basis while tailoring allocations to client risk tolerance and time horizon.
Gregory K
Series 63
Overland Park, KS
Insight Financial Services
Gregory Keal is a financial advisor with Insight Financial Services in Overland Park, KS, holding a Series 63 designation and bringing 41 years of industry experience. His prior work includes positions with Securities America, Inc. and Securities Service Network. Outside of advising, he volunteers for the Center for Recorded Music. Insight Financial Services offers discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, trusts, estates, and other entities. The firm customizes its investment approach based on client objectives and risk tolerance, utilizing fundamental and technical analysis alongside modern portfolio theory.
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2,715 advisors near
64081
within the area shown on the map
Out of 400,000+ nationwide