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96 advisors near
66043
within the area shown on the map
Out of 400,000+ nationwide
Melanie D
Series 66
Leavenworth, KS
First Command Advisory Services
Melanie Dorf is a financial advisor with First Command Advisory Services, holding a Series 66 designation and 11 years of industry experience. She has worked at First Command Financial Planning, Inc. since 2014 and is also the owner of Melanie Constance Photography, a photography business she has operated since 2015. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and manage portfolios.
Dustin B
Series 66
Basehor, KS
OSAIC Institutions, INC.
Dustin Barker is a financial advisor with OSAIC Institutions, INC. based in Basehor, KS, holding a Series 66 designation and 19 years of industry experience. He has worked at Infinex Investments, Inc. since 2019 and has been involved with First State Bank & Trust since 2016, where he also engages in business development, product development, investment research, and operational oversight in a trust department role. Prior to Infinex, he was with Cetera and Cetera Investment Services LLC from 2016 to 2019. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a wide range of advisory and brokerage services through customized engagements, financial planning, and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status, which supports a variety of investment and lending solutions.
Kevin S
Series 63, Series 65
Parkville, MO
Empower Advisory Group
Kevin Shillingsburg is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Gwfs Equities, Inc. since 2014. 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’s approach integrates proprietary and third-party planning methodologies with Empower’s recordkeeping and administrative platforms.
Isaac M
Series 63, Series 65
Leavenworth, KS
Money Concepts Capital Corp
Isaac Mc Cabe is a financial advisor with Money Concepts Capital Corp, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. He has been with Money Concepts Capital Corp since 2006 and is also involved as a team coach educating loan officers on insurance product sales within a mutual savings association. Additionally, he serves as Vice-President of a subsidiary insurance agency, managing operations and overseeing sales and personnel. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by a network of several hundred advisors and multiple portfolio options.
James L
Series 66
Leavenworth, KS
First Command Advisory Services
James Lourentzos is a financial advisor with First Command Advisory Services, holding a Series 66 designation and nine years of industry experience. He has worked with First Command since 2023 and previously served as an advisor for Susan J. Jennaway - First Command Advisor #3266 for 16 years. Lourentzos is also involved in business partnerships related to his advisory practice through entities such as JJ Lourentzos LLC and Pony Express Advisors LLC. 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 several wrap-fee asset management programs that utilize model portfolios and third-party managers selected by a centralized Investment Management Team.
Craig G
Series 65
Parkville, MO
AE Wealth Management, LLC
Craig Gordinier is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2016. He is also involved with Jones Advisory Group, where he consults with prospective clients on retirement planning. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, and ERISA plan sponsors. The firm employs discretionary model portfolios and offers a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.
Randal D
ChFC®, Series 63, Series 65
Leavenworth, KS
First Command Advisory Services
Randal Dorf is a financial advisor with First Command Advisory Services who holds the ChFC® designation and has over 22 years of industry experience. He has been associated with First Command Financial Services and related entities since 2003. Dorf is also involved as an organizer and member of two financial planning firms based in Leavenworth, Kansas. 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 comprehensive financial planning and various wrap-fee asset management programs managed through a centralized team using a mix of model portfolios and third-party managers.
Daniel L
Series 66
Leavenworth, KS
First Command Advisory Services
Daniel Lawrence Jr. is a financial advisor at First Command Advisory Services with five years of industry experience. He holds a Series 66 credential and has worked at multiple First Command entities since 2020. His prior experience includes roles with Operations Group X’s Mission Command Training Program and the Office of Program Manager for the Saudi Arabia National Guard. Outside of his advisory role, he is involved with Pony Express Advisors, LLC, which supports the operations of First Command Advisors in Leavenworth, KS. First Command Advisory Services, Inc. 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 various wrap-fee asset management programs, utilizing centralized portfolio management and a manager-approved selection process.
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.
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.
Lindsey S
Series 65
Platte City, MO
Hightower Advisors
Lindsey Slattery is a financial advisor at Hightower Advisors with one year of industry experience. She holds a Series 65 designation and has worked at Hightower Advisors since 2024. Outside of finance, she owns Lindsey Slattery Art & Photography, where she works as a watercolor artist and photographer. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.
George H
Series 65, Series 63
Leavenworth, KS
First Command Advisory Services
George Harris is a financial advisor with First Command Advisory Services in Leavenworth, KS, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with First Command and its affiliated entities since 2015. Harris is also a partner in Pony Express Advisors, LLC, which provides shared office and operational support for First Command advisors, and he owns G Harris Enterprises, LLC, which manages his business activities related to First Command. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a specific focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs utilizing model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Cale F
Series 65
Leavenworth, KS
Money Concepts Capital Corp
Cale Fields is a Series 65-licensed financial advisor at Money Concepts Capital Corp with one year of industry experience. He has worked with Money Concepts Advisory Services and Financial Strategies at Mutual Savings since 2024. Outside of advisory roles, he has held positions including sales assistant within Mutual Savings Association and its subsidiary, Financial Strategies, supporting client engagement and organizational collaboration. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, and corporations. The firm employs model-driven and asset-allocation approaches, offering a range of discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.
Kevin W
Series 63, Series 65
Leavenworth, KS
First Command Advisory Services
Kevin Wiley is a financial advisor with First Command Advisory Services in Leavenworth, KS, holding Series 63 and Series 65 credentials and one year of industry experience. He served 28 years in the U.S. Army before joining First Command and is also the owner of KDA Farm and Outdoor, a small family farm business selling farm fresh eggs, honey, and vegetables. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a long-standing focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs that utilize model portfolios and selected third-party managers through a centralized Investment Management Team.
Dakota L
Series 66
Parkville, MO
Edward Jones
Dakota Luke is a financial advisor with Edward Jones in Parkville, MO, holding a Series 66 designation and seven years of experience with the firm. Prior to joining Edward Jones, he worked at Select Quote and Walmart, and served with Maryville Public Safety. He also offers notary services in his community without charge. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Michelle R
Series 66
Kansas City, MO
LPL Financial
Michelle Reek is a financial advisor with LPL Financial in Kansas City, MO, holding a Series 66 designation and having one year of industry experience. Her prior roles include positions at Wells Fargo Advisors and Shamrock Trading Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.
Patrick S
Series 66
Parkville, MO
LPL Financial
Patrick Stobaugh is a financial advisor with LPL Financial, holding a Series 66 credential and 11 years of industry experience. His prior work includes roles at AGIA and VALIC Financial Advisors. He serves as Treasurer for his daughter's PTA, managing budget reports and financial statements. 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 advisers. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management across its offerings.
Katharine E
Series 66
Parkville, MO
Edward Jones
Katharine Eck is a Series 66-licensed financial advisor with Edward Jones in Parkville, MO, where she has worked since 2018. She has seven years of industry experience and is also a partner in an event management company, Fifteen Zero One, LLC. Prior to joining Edward Jones, she was involved with Hope Faith Ministries and Wildtree. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive advisor and branch network and offers services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
James M
CFP®, Series 63
Kansas City, MO
LPL Financial
James Mcmurtry is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with LPL Financial and previously worked at Wells Fargo Advisors Financial Network LLC for 16 years. He has a 50% ownership stake in Emerald Legacy Advisors, LLC, an investment-related business based in Kansas City, MO. 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 provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.
David S
Series 63, Series 66
Riverside, MO
Ameriprise
David Sims is a financial advisor with Ameriprise in Overland Park, KS, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Ameriprise and its affiliate since 2014. Outside of his advisory role, Sims serves on the boards of St. Mark's United Methodist Church and the Johnson County Library, and is a member of the Shawnee Mission School District Finance and Facilities Committee. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.
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Finding advisors...
96 advisors near
66043
within the area shown on the map
Out of 400,000+ nationwide