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131 advisors near
66047
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Out of 400,000+ nationwide
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.
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.
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.
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.
Mark H
Series 63, Series 65
Lawrence, KS
Triad Wealth Partners, LLC
Mark Harper is a financial advisor with Triad Wealth Partners, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Advisors Excel, Madison Avenue Securities, AE Wealth Management, and the Kansas Department of Revenue. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers and their clients, offering model-driven investment strategies, administrative support, and sub-advisory management focused on diversified asset allocation.
Angelina S
CFP®, Series 65, Series 63
Lawrence, KS
INTELLICENTS INVESTMENT SOLUTIONS INC
Angelina Schuman is a CFP®-certified financial advisor with two years of industry experience. She is affiliated with Intellicents Investment Solutions Inc and Mutual Securities, Inc., having previously worked at Aspyre Wealth Partners and J.P. Morgan Securities LLC. Outside of her advisory roles, she was involved with Liquidbread Brewing Company LLC. Intellicents Investment Solutions Inc serves retirement plan sponsors, third-party administrators, and individual clients, offering retirement plan consulting, wealth management, and a wrap fee program. The firm employs a long-term, buy-and-hold investment approach guided by a CFA-equipped Chief Investment Officer and manages approximately $9.92 billion in assets.
Mitchell H
CFP®, Series 63, Series 65
Lawrence, KS
Triad Wealth Partners, LLC
Mitchell Hockenbury is a CFP® professional with seven years of industry experience, currently serving at Triad Wealth Partners, LLC. He previously worked at CGN Advisors, LLC and served in the U.S. Army for 16 years. Outside of his advisory role, Mr. Hockenbury is an author and speaker focused on military topics, including his book "Tactical Influence." Triad Wealth Partners provides turnkey asset management services primarily to independent RIAs and their clients, offering model-driven investment management, operational support, and financial planning through a sub-advisory platform.
Jamie C
Series 63, Series 65
Lawrence, KS
Triad Wealth Partners, LLC
Jamie Cinotto is a financial advisor at Triad Wealth Partners, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Paragon Capital Management, Lockton Affinity, and Mariner Wealth Advisors. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform (TAMP). The firm offers discretionary portfolio management, access to third-party managers, and model portfolios, utilizing strategic asset allocation and a regularly monitored investment committee.
Brennan S
Series 65
Lawrence, KS
Triad Wealth Partners, LLC
Brennan Sarbaugh is a financial advisor at Triad Wealth Partners, LLC with two years of industry experience. He holds a Series 65 credential and has worked at several firms including Foundations Investment Advisors, Sarbaugh Advisory Services, and True Peace Financial Solutions. Triad Wealth Partners provides turnkey asset management services primarily to independent registered investment advisers (RIAs) and their clients, including high-net-worth individuals, trusts, and estates. The firm employs a model-driven investment process focused on strategic asset allocation using diversified portfolios of mutual funds, ETFs, stocks, and bonds.
James C
Series 66
Lawrence, KS
Merit Financial Advisors
James Colahan is a financial advisor at Merit Financial Advisors with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Wealthcare Advisory Partners, Avantax, and 1ST Global in various capacities. Outside of his advisory work, he is involved with SSC CPAs & Advisors, a tax preparation and CPA firm. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies, overseen by a central Investment Management team and Investment Committee.
Alexis B
Series 65
Lawrence, KS
Triad Wealth Partners, LLC
Alexis Burchett is a financial advisor at Triad Wealth Partners, LLC with three years of industry experience. She holds the Series 65 designation and previously worked at AE Wealth Management for ten years. Burchett is based in Lawrence, KS. Triad Wealth Partners serves individual and institutional clients through independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, third-party manager access, and financial planning services. The firm employs a strategic asset allocation approach supported by an investment committee and provides diversified investment strategies across multiple asset classes.
Brent C
Series 66, Series 65
Lawrence, KS
Triad Wealth Partners, LLC
Brent Coggins is a financial advisor with Triad Wealth Partners, LLC, holding Series 65 and Series 66 licenses and three years of industry experience. He previously worked at UMB Bank for nine years and at Securian Financial Services, Inc. for one year. Triad Wealth Partners serves individual and institutional clients through a network of independent Investment Adviser Representatives and a Turnkey Asset Management Platform, offering discretionary portfolio management, access to third-party managers, and financial planning services. The firm uses a strategic asset allocation process supported by an investment committee and provides diversified investment strategies across various asset classes.
Yurij S
Series 63, Series 66
Lawrence, KS
Prospera Financial Services, inc.
Yurij Szelewycz is a financial advisor at Prospera Financial Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial LLC, Waddell & Reed, Inc., and Charles Schwab. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individual investors, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.
Colin A
Series 65
Lawrence, KS
Merit Financial Advisors
Colin Aldrich is a financial advisor at Merit Financial Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience with Wealthcare Advisory Partners LLC, Commerce Bank, and KeyBank National Association. Outside of his advisory role, he owns a short-term rental property managed through a third party. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in client assets. The firm offers coordinated wealth-management services with a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio options.
Isaac L
Series 66
Lawrence, KS
INTELLICENTS INVESTMENT SOLUTIONS INC
Isaac Letsch is a financial advisor at Intellicents Investment Solutions Inc. with one year of industry experience. He holds a Series 66 credential and has previously worked at Mutual Securities, Inc., Central Bank, and Edward Jones. Prior to his financial career, he was employed at Panda Express and Liberty High School. Intellicents Investment Solutions serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm’s investment approach emphasizes long-term, buy-and-hold strategies with periodic rebalancing and offers both discretionary and non-discretionary options for individual clients.
Daniel H
CFP®, Series 63
Lawrence, KS
INTELLICENTS INVESTMENT SOLUTIONS INC
Daniel Hamm is a CFP®-certified financial advisor with eight years of industry experience. He currently works at Intellicents Investment Solutions Inc. and Mutual Securities, Inc., and has held prior roles at Frontier Wealth Management, American Century Investments, and Creative Planning. In addition to his advisory work, Hamm is a licensed insurance agent providing life, health, and disability insurance as needed. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, individual clients, charitable institutions, foundations, and municipalities, offering services such as retirement plan consulting, HSA consulting, and individual wealth management. The firm’s investment approach is led by a CFA-designated Chief Investment Officer focusing on long-term buy-and-hold strategies with periodic rebalancing, using mutual funds, ETFs, and collective investment trusts.
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Finding advisors...
131 advisors near
66047
within the area shown on the map
Out of 400,000+ nationwide