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199 advisors near
66025
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Out of 400,000+ nationwide
Kevin M
Series 66
Lawrence, KS
Rademacher Financial, Inc.
Kevin Michael is a financial advisor at Rademacher Financial, Inc. with 12 years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors Inc. from 2015 to 2023. Outside of his advisory role, he teaches Tae Kwon Do classes twice a week at KU Tae Kwon Do Sports Club. Rademacher Financial, Inc. serves a diverse client base including individuals, trusts, charitable organizations, and retirement plan participants, managing approximately $261 million in discretionary assets. The firm offers tailored, typically discretionary investment strategies based on client objectives and risk tolerance, with a particular emphasis on retirement-plan consulting and participant education.
Marcus M
Series 66
Lawrence, KS
Mattern Wealth Management LLC
Marcus Mattern is a financial advisor at Mattern Wealth Management LLC in Lawrence, KS, holding a Series 66 designation with nine years of industry experience. He has worked at Mattern Wealth Management since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Mattern Wealth Management provides fee-only investment and wealth management, financial planning, and consulting services to individuals, families, trusts, businesses, and retirement plans. The firm uses a combination of active and passive strategies, portfolio allocation software, and ongoing monitoring to align client portfolios with their risk tolerance and cash-flow needs.
Douglas M
CFP®, Series 63, Series 66
Lawrence, KS
Chief Advisors Corp
Douglas Miller is a CFP® professional with 31 years of experience in the financial services industry. He currently serves as an advisor at Chief Advisors Corp, where he has worked since 2021, following a 24-year tenure at Charles Schwab. Miller holds Series 63 and Series 66 licenses. Chief Advisors Corp is a fee-based registered investment adviser serving individuals, trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm manages client portfolios using a discretionary approach and combines fundamental, technical, and behavioral analysis across a wide range of securities.
Haley H
Series 66
Olathe, KS
Skybound Wealth USA
Haley Hazem is a financial advisor at Skybound Wealth USA with eight years of industry experience. She holds the Series 66 designation and has worked previously at Private Client Services, Prime Capital Investment Advisors, and Equitable Advisors. Skybound Wealth USA serves individuals, families, and internationally mobile clients with investment management, financial planning, and cross-border pension advice, including UK pension transfers. The firm employs a centralized investment governance framework and primarily manages client assets on a non-discretionary basis.
Caleb R
Series 65
Lawrence, KS
Mattern Wealth Management LLC
Caleb Regan is a financial advisor at Mattern Wealth Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Mattern Wealth Management, he worked at KU Endowment Association for four years, Corpus Christi Catholic Church for four years, and Ogden Publications, Inc. for ten years. Mattern Wealth Management provides fee-only investment and wealth management services, financial planning, and consulting to individuals, families, trusts, businesses, and retirement plans. The firm combines active and passive strategies, employs portfolio allocation software, and offers ongoing monitoring to align investments with clients’ risk tolerance and cash-flow needs.
Ronan S
CFP®, Series 65
Lawrence, KS
Rademacher Financial, Inc.
Ronan Sramek is a CFP® and Series 65-licensed advisor at Rademacher Financial, Inc. with one year of industry experience. Prior to joining Rademacher Financial, he worked at Equity Bank from 2014 to 2024. He is also a licensed independent insurance agent in Lawrence, KS. Rademacher Financial, Inc. serves individuals, trusts, charitable organizations, corporations, insurance companies, and retirement plan participants, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes individualized, typically discretionary investment strategies and has a notable focus on retirement-plan consulting and participant education.
Matthew H
Series 66, Series 63
Lawrence, KS
Unity Financial Planning Group LLC
Matthew Hertig is a financial advisor at Unity Financial Planning Group LLC in Lawrence, KS, with six years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining Unity, he worked at Thrivent Financial, Thrivent Investment Management Inc, HALFAI Consulting, InMarket Media, and Alight Analytics. Unity Financial Planning Group is a team-based registered investment adviser serving individual and high-net-worth clients as well as employer-sponsored retirement plans. The firm offers comprehensive financial planning, portfolio management, and retirement-plan advisory services, employing a fundamental analysis and strategic asset allocation approach with a focus on long-term holdings.
Gabriel D
CFP®, Series 63, Series 65
Lawrence, KS
Rademacher Financial, Inc.
Gabriel D'angelo is a CFP® professional with two years of experience in financial advising, currently with Rademacher Financial, Inc. He previously worked at Strategic Wealth Advisors Group, Inc. and Charles Schwab & Co., Inc. In addition to his advisory role, Gabriel is a licensed independent insurance agent. Rademacher Financial, Inc. serves individuals, trusts, charitable organizations, corporations, and retirement plan participants, offering discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides tailored investment advice and emphasizes retirement-plan services, including participant education and fiduciary guidance for state and municipal government clients.
Rachel R
Series 66
Lawrence, KS
Rademacher Financial, Inc.
Rachel Rademacher is a financial advisor at Rademacher Financial, Inc. with 18 years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. for 15 years and been involved with Rademacher Financial since 1999. Outside of finance, she is also a glass artist. Rademacher Financial serves individuals, trusts, charitable organizations, corporations, and retirement plan participants, providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes tailored investment advice and has a notable focus on retirement-plan services with ERISA/IRC fiduciary status.
Michele H
PFS™, Series 66
Lawrence, KS
Merit Financial Advisors
Michele Hammann is a financial advisor at Merit Financial Advisors with seven years of industry experience. She holds the PFS™ designation and Series 66 license. Prior to joining Merit, she worked at Wealthcare Advisory Partners, Avantax Investment Services, and 1st Global Advisors. Hammann serves as a board member of Commerce Bank, NA, and holds several trustee and advisory roles related to nonprofit and university organizations. Merit Financial Group is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base including individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, supported by a central Investment Management team and Investment Committee.
Scott R
Series 65
Lawrence, KS
Triad Wealth Partners, LLC
Scott Rinehart is a financial advisor at Triad Wealth Partners, LLC with nine years of industry experience. He holds a Series 65 designation and has previously worked at Carlson Financial, Westar Energy, Global Financial Private Capital, and Verifi Financial. He is a passive investor in Denali Financial Group. Triad Wealth Partners serves individual and institutional clients through a network of independent investment adviser representatives and a turnkey asset management platform (TAMP) for other registered investment advisers. The firm employs a strategic asset allocation process supported by an investment committee and offers diversified portfolio management, third-party managers, model portfolios, and financial planning services.
Jeannine E
CFP®, Series 66
Shawnee, KS
IHT Wealth Management LLC
Jeannine Edmonds is a CFP® professional with 21 years of industry experience, currently serving as an advisor at IHT Wealth Management LLC since 2017. She has also held roles at NVISION WEALTH GROUP, LLC and LPL Financial, LLC. Edmonds operates a separate wealth management business in Overland Park, KS. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools, utilizing diversified model portfolios alongside fixed-income and option strategies.
Samuel D
Series 66
Olathe, KS
American Century Investments Private Client Group, Inc.
Samuel Davis is a financial advisor with American Century Investments Private Client Group, Inc. He holds a Series 66 designation and has 21 years of industry experience. Prior to his current role, he worked at Waddell & Reed, Inc., Focus Lending Solutions, and SCOTTRADE, Inc. Outside of finance, he owns and designs websites for churches and ministries through his business, Truth Lighthouse. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation and diversification, offering portfolio personalization and access to mutual funds and ETFs, including affiliated American Century and Avantis funds.
Cathy R
CFP®, Series 63
Lawrence, KS
INTELLICENTS INVESTMENT SOLUTIONS INC
Cathy Reinhardt is a CFP® with 43 years of industry experience, currently serving at Intellicents Investment Solutions Inc. She has held positions at Cambridge Investment Research and Mutual Securities, Inc., and operated her own financial services firm prior to joining Intellicents. In addition to her financial advisory work, she maintains a legal practice and serves as a trustee for the Kansas University Endowment Association. Intellicents Investment Solutions serves retirement plan sponsors, administrators, individual clients, and various institutions, offering retirement plan consulting, wealth management, and a wrap fee program. The firm’s investment approach is led by a CFA Chief Investment Officer who emphasizes long-term, buy-and-hold strategies with periodic rebalancing and utilizes mutual funds, ETFs, and collective investment trusts.
Tanner W
Series 65
Olathe, KS
Parallel Advisors, LLC
Tanner Wraa is a financial advisor at Parallel Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked in various roles, including time at The University of Alabama and entrepreneurial activities related to fitness content creation. Parallel Advisors serves individuals, business entities, retirement plans, trusts, estates, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diversified investment approach that includes fixed income, mutual funds, ETFs, independent managers, and options strategies, and integrates technology platforms to support tax-efficient portfolio management.
Lisa M
CFP®, Series 66
Lawrence, KS
Triad Wealth Partners, LLC
Lisa Mange is a CFP® professional affiliated with Triad Wealth Partners, LLC, with three years of industry experience. She has worked at several firms, including Morgan Stanley, Brookstone Capital Management, and Strategic Investment Advisors, before joining Triad Wealth Partners in 2026. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering portfolio management, financial planning, and sub-advisory services. The firm uses a strategic asset allocation approach combined with proprietary and third-party models to deliver diversified investment solutions.
Erica R
Series 66
Spring Hill, KS
Creativeone Wealth, LLC
Erica Rice is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. She has previously worked at Edward Jones and Mariner Wealth Advisors. Outside of her advisory role, she writes a bi-monthly health-focused newsletter called Root & Rise. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing various investment strategies including ETFs, mutual funds, and select private investments.
Bert F
Series 63, Series 65
Lawrence, KS
Merit Financial Advisors
Bert Falley II is a financial advisor at Merit Financial Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wealthcare Advisory Partners, Avantax, Ss&C Solutions, and 1ST Global Advisors. Outside of his advisory role, he serves as trustee for a family farm operation and is managing member of a holding company for family farms and private bank stock. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors. The firm serves a diverse client base including individuals, retirement plan sponsors, and institutions, employing a long-term, diversified investment approach through customizable model portfolios overseen by an Investment Committee.
Benjamin M
Series 65
Lawrence, KS
ON Investment Management CO
Benjamin Miller is a financial advisor at ON Investment Management CO with two years of industry experience. He holds a Series 65 credential and has prior experience at NetStandard Inc and his own CPA firm, Benjamin L Miller, CPA, LLC, through which he provides accounting, tax, and consulting services. ON Investment Management CO is a SEC-registered investment adviser that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm employs a dual-registration model and provides access to a range of third-party investment programs.
Jonathan L
Series 66
Olathe, KS
Concurrent Investment Advisors, LLC
Jonathan Leeks is a financial advisor at Concurrent Investment Advisors, LLC with five years of industry experience. He holds the Series 66 designation and has previously worked at Creative Planning, LLC, Lockton Companies, LLC, Lockton Investment Services, LLC, and Prairie Capital Management. Outside of his advisory roles, he worked for Kona Grill for seven years. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a broad network of advisors and various sub-advisory and platform integrations.
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Finding advisors...
199 advisors near
66025
within the area shown on the map
Out of 400,000+ nationwide