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772 advisors near
66109
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Out of 400,000+ nationwide
Abigail S
Series 66
Mission Woods, KS
Hightower Advisors
Abigail Stockman is a financial advisor with Hightower Advisors, holding a Series 66 designation and seven years of industry experience. Prior to joining Hightower, she worked at Falcon Wealth Advisors for eight years and at Liberty University for two years. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers alongside proprietary research and portfolio construction strategies.
Sandra C
Series 63, Series 65
Kansas City, MO
Oppenheimer
Sandra Chism is a financial advisor at Oppenheimer with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Fahnestock & Co. Inc. since 2002. Ms. Chism serves on the boards of the National Organization of Investment Professionals and the Kansas City Securities Association, both nonprofit entities focused on education and community engagement. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment services, including asset management, consulting, and retirement planning.
Phillip N
Series 63, Series 66
Kansas City, MO
Empower Advisory Group
Phillip Newton is a financial advisor with Empower Advisory Group in Kansas City, MO, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He previously worked at GWFS Equities, Inc. and American Century Investment Services, LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and client savings rates within plan lineups selected by plan sponsors.
Jeffery K
CFP®, Series 66
Mission Woods, KS
Moneta Group Investment Advisors, LLC
Jeffery Kline is a CFP® and Series 66-licensed financial advisor with five years of industry experience. He currently works at Moneta Group Investment Advisors, LLC and has prior experience at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, Hillsong Kansas City, and Thrivent Financial. Moneta Group Investment Advisors serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and family office services. The firm employs a partner-led team approach with a centralized Investments Department and utilizes an open-architecture, multi-criteria selection process that includes active due diligence and proprietary multi-strategy funds.
David C
Series 63, Series 66
Kansas City, MO
Lincoln Investment
David Cuba is a financial advisor with Lincoln Investment in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 1995 and with MHN Government Services since 2008. Outside of advisory work, he is the owner of DKKT Holdings LLC, a holding company. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that designs strategic and adaptive investment strategies.
Tyler G
Series 66
Mission Woods, KS
Hightower Advisors
Tyler Geiman is a financial advisor with Hightower Advisors and holds a Series 66 designation. He has three years of industry experience and has worked at Falcon Wealth Advisors since 2022. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm focuses on manager selection and multi-manager solutions, utilizing proprietary research and a diverse set of investment vehicles including mutual funds, ETFs, and alternative investments.
Jonathan H
Series 66
Kansas City, MO
Principal Financial Services
Jonathan Holland is a financial advisor with Principal Financial Services based in Kansas City, MO, holding a Series 66 designation and ten years of industry experience. His prior roles include positions at Edward Jones and Cetera Advisors LLC. He is also the owner of Pinnacle Planning, an LLC used primarily for recordkeeping. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.
Madeline C
Series 66
Mission Woods, KS
Hightower Advisors
Madeline Crawford is a financial advisor at Hightower Advisors with a Series 66 designation and four years of industry experience. She has worked at Hightower since 2018, following prior roles at Barkley Evergreen & Partners/Crossroads Communication and Garmin International. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection and multi-manager solutions, offering access to affiliated and third-party managers through discretionary and non-discretionary portfolio management and financial planning services.
Colleen C
CFP®, Series 65
Mission Wood, KS
Moneta Group Investment Advisors, LLC
Colleen Carmitchel is a financial advisor at Moneta Group Investment Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at North Pointe CPA Group, North Pointe Wealth Advisors, and Cornerstone CPA Group. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and various institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by a centralized Investment Department and emphasizes diversified, multi-asset allocations along with ongoing monitoring.
Thomas J
Series 63, Series 65
Kansas City, MO
Principal Financial Services
Thomas Johnson is a financial advisor with Principal Financial Services in Kansas City, MO. He holds the Series 63 and Series 65 designations and has 25 years of industry experience. Since 2011, he has worked with Principal Securities Inc and Principal Financial. In addition to his advisory role, Johnson serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships across the firm’s insurance, broker-dealer, and bank/trust platforms. 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 solutions under various advisory and promoter arrangements.
Denise C
Series 63, Series 65
Kansas City, MO
Valic Financial Advisors
Denise Crawford is a financial advisor with Valic Financial Advisors in Kansas City, MO, holding Series 63 and Series 65 credentials and eight years of industry experience. She previously worked at Icma Rc for eight years and has experience with Porsch Financial and Paychex Inc. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and supports nearly 300,000 clients using a technology-driven, centralized approach.
Robert J
Series 63, Series 65
Leavenworth, KS
First Command Advisory Services
Robert Jorgensen is a financial advisor with First Command Advisory Services in Leavenworth, KS, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with First Command Advisory Services since 2015 and maintains ownership of Robert E Jorgensen, Inc., a separate business venture. He is also a partner in Pony Express Advisors, LLC, which manages office and business expenses for advisors in the Leavenworth office. 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 that utilize model portfolios managed by a centralized Investment Management Team.
Nicholas R
Series 63, Series 65
Kansas City, KS
Empower Advisory Group
Nicholas Rawlings is a financial advisor with Empower Advisory Group based in Kansas City, KS. He holds Series 63 and Series 65 designations and has 11 years of industry experience. His prior roles include positions at GWFS Equities, Inc. and American Century Investment Services Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail account holders. The firm delivers services through a model integrated with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.
Cory B
Series 66
Mission Woods, KS
Hightower Advisors
Cory Bittner is a financial advisor at Hightower Advisors with 14 years of industry experience. He has held roles at Hightower Advisors and HighTower Securities, LLC since 2016 and previously worked at UBS Financial Services INC from 2013 to 2016. He holds the Series 66 designation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, trusts, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, offering a variety of investment strategies including mutual funds, ETFs, alternative investments, and custom indexing.
David B
Series 63, Series 65
Gladstone, MO
Brookstone Capital Management LLC
David Blickhan is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked concurrently at JC Grason of Kansas City, Inc. and Brookstone Capital Management since 2008. Outside of his advisory roles, he serves as president of the board of directors for a Catholic family credit union. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, offering primarily discretionary investment management via model portfolios and separately managed accounts.
Lars R
Series 66
North Kansas City, MO
Independent Financial Group, LLC
Lars Ragan is a financial advisor with Independent Financial Group, LLC in North Kansas City, Missouri, holding a Series 66 designation and 26 years of industry experience. He worked at Waddell & Reed for 15 years before joining Independent Financial Group in 2015. Outside of his advisory role, he is the president of Ragan Wealth Management, LLC, a marketing DBA, and also works part-time as a bartender. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation and multi-manager portfolios with both passive and active investment exposures.
John M
Series 63, Series 66
Kansas City, MO
Empower Advisory Group
John Meyers is a financial advisor at Empower Advisory Group in Kansas City, MO, with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including GWFS Equities, Prydes Old Westport, Inside Ventures, Southwind Enterprises, and the University of Missouri. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Drew V
Series 66
Mission Woods, KS
Hightower Advisors
Drew Van Scyoc is a financial advisor at Hightower Advisors with one year of industry experience. He holds a Series 66 designation and has worked at Hightower Advisors since 2023. Prior to this, he was involved with Prairie Highlands Golf Club and Shadow Glen Golf Club. Hightower Advisors provides investment advisory and planning services to a broad mix of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager solutions through affiliated and third-party managers, utilizing proprietary research and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.
Antwaine B
Series 63, Series 66
Shawnee, KS
Empower Advisory Group
Antwaine Barnett is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 designations and 24 years of industry experience. His career includes roles at Gwfs Equities, Inc., J.P. Morgan Institutional Investments Inc., and J.P. Morgan Retirement Plan Services. Outside of his advisory work, he is the owner of A&R Enterprises, LLC, a rental property management business. 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 delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in their planning approach.
Elizabeth H
Series 63, Series 65
Prairie Village, KS
Kestra Advisory
Elizabeth Haynes is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 credentials and 18 years of industry experience. Her prior roles include positions at Edward Jones and UMB Financial Services. She serves as finance chairman on the Board of Trustees for BOTAR, where she oversees the organization’s budget and supports its leadership. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, investment advice, and employee education, managing approximately $79.8 billion in assets under management.
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772 advisors near
66109
within the area shown on the map
Out of 400,000+ nationwide