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627 advisors near
67206
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Kyrstin S
Series 66
Wichita, KS
Merrill
Kyrstin Segura is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works with high-net-worth individuals and their families to develop and execute custom financial strategies tailored to their personal goals. Her expertise spans a comprehensive understanding of taxes, real estate, generational wealth, estate planning strategies, investments, entrepreneurship, and insurance, aiming to address all aspects of a client's financial life. Kyrstin holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). She earned her bachelor's degree from Colorado Mesa University and completed a master's degree in financial planning at the College for Financial Planning in 2023. Kyrstin’s approach is informed by a commitment to integrity shaped by her upbringing in a military and law enforcement family, combined with her extensive training and experience. Based in Grand Junction, Colorado, Kyrstin lives with her husband, a firefighter since 2000, and their two children. Outside of work, she stays active through hiking, running, pickleball—participating with the Western Slope Pickleball Club—and enjoys cooking with her family. She emphasizes connecting all aspects of clients’ financial lives to help prioritize and pursue the goals that matter most to them.
Donald B
Series 63, Series 66
Wichita, KS
Robert Baird & Co.
Donald Barry is a financial advisor with Robert W. Baird & Co. in Wichita, KS, holding Series 63 and Series 66 licenses and with 45 years of industry experience. He has been with Robert W. Baird since 2015. The DDK Group, part of Robert W. Baird’s Private Wealth Management department, serves individuals—including high net worth clients—corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and the use of artificial intelligence in client advice.
Jason B
Series 66
Wichita, KS
Cambridge Investment Research Advisors
Jason Brotsky is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds the Series 66 designation and has served as a managing partner and independent insurance agent for multiple firms, including Strategic Partners Financial Group and Dunning Financial. Brotsky is also involved in financial education as a workshop presenter for the Association of Financial Educators. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client goals.
Brent B
CFP®, Series 66
Wichita, KS
STIFEL
Brent Buller is a CFP®-credentialed financial advisor with Stifel, based in Wichita, KS, and has 21 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011. Outside of his advisory role, he co-owns Great Day Salons, LLC, a franchised hair care salon business, where he manages bookkeeping, finance, and strategy. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services guided by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Grant T
Series 63, Series 65
Wichita, KS
LPL Financial
Grant Ternes is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 credentials and over 14 years of industry experience. He has been with LPL Financial since 2011 and has a longstanding role at Intrust Bank dating back to 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios and research from multiple sources.
Nancy D
Series 66
Derby, KS
Edward Jones
Nancy Drosselmeyer is a financial advisor with Edward Jones in Derby, KS, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.
Nicholas E
Series 63, Series 65
Wichita, KS
Primerica Advisors
Nicholas Eilert is a financial advisor with Primerica Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at PFS Investments Inc. and Primerica Financial Services, as well as work experience outside finance including manual labor on Eilert Farms. He serves as Treasurer on the Chi Rho Alumni Association Board. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies supported by third-party asset managers and custodians.
David P
Series 63, Series 65
Wichita, KS
Wells Fargo Clearing
David Payne is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he serves as executor for the estate of Veda Koelling. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, tailoring services to plan objectives and acting as an ERISA fiduciary when providing investment advice.
David D
Series 66
Wichita, KS
Cetera
David Duvall is a financial advisor with Cetera in Wichita, KS, holding a Series 66 designation and 19 years of industry experience. His work history includes roles at Voya Financial Advisors and Cetera Wealth Services, and he is currently a part owner of DuVall Enterprises LLC. He is also an independent insurance agent specializing in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial consulting services through a multi-manager platform that supports both discretionary and non-discretionary strategies.
Bradford S
ChFC®, Series 63
Wichita, KS
Cambridge Investment Research Advisors
Bradford Schreck is a ChFC® credentialed financial advisor with 44 years of industry experience. He currently works at Cambridge Investment Research Advisors and previously spent 30 years at Hornor, Townsend & Kent, Inc. Schreck serves on the boards of St. Vincent de Paul and Starkey Inc., reflecting his involvement in nonprofit organizations. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a variety of portfolio management strategies and platform options.
Cort G
Series 63
Wichita, KS
Wells Fargo Clearing
Cort Giffin is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding a Series 63 designation and 31 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party providers.
Robert M
Series 66
Wichita, KS
OSAIC
Robert Melchor is a financial advisor with OSAIC based in Wichita, KS, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2015 and operates Melchor Consulting Group, a business consulting firm serving healthcare entities, primarily physician practices. Outside of his advisory role, he is involved in the occasional sale of life and disability insurance and Medicare supplement plans through a sole proprietorship. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated financial advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing various asset-allocation tools and third-party managed accounts to support customized portfolio management.
Richard E
Series 65
Wichita, KS
LPL Financial
Richard Everett is a Series 65-licensed financial advisor with LPL Financial in Wichita, KS, and has three years of industry experience. He has held roles at multiple firms, including Foundations Investment Advisors, Market Advisory Group, and Steckline Communications. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationally. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various technology tools.
Antonia H
Series 66
Wichita, KS
Morgan Stanley
Antonia Hunter is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and 7 years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved analytical tools.
Shawn O
Series 63, Series 66
Wichita, KS
Cambridge Investment Research Advisors
Shawn Omara is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2001 and was associated with Hornor Townsend & Kent Inc for over two decades. Outside of his advisory role, he operates as an independent insurance agent through Schreck Financial Group. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services via a network of independent Financial Professionals. The firm offers diverse portfolio management options and emphasizes transparency around affiliated strategies and advisor business relationships.
Victoria M
Series 66
Wichita, KS
Wells Fargo Clearing
Victoria Mayfield is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.
Christopher D
Series 66
Augusta, KS
Edward Jones
Christopher Drake is a financial advisor at Edward Jones in Augusta, KS, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Kendra & Co, Community Choice Financial, CURO Financial Technologies, and Koch Industries, Inc. He also serves as Head of Web Development in a limited advisory role at Kendra & Co, a start-up focused on marketing and CRM. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment options, and tax-efficient services through a nationwide network of advisors and branch offices.
Andrew K
Series 66
Wichita, KS
LPL Financial
Andrew Kocukov is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and 12 years of industry experience. He previously worked at Wells Fargo Advisors and its affiliates for 18 years. Kocukov is a 25% owner and co-trustee of Horizon Wealth Management Group LLC, an investment-related business based in Wichita. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and retirement consulting with discretionary and non-discretionary management supported by research and model portfolios.
Michael D
Series 66
Wichita, KS
LPL Financial
Michael Dennis is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has worked with firms including Waddell & Reed, Inc. and various insurance carriers. Dennis also has a background in insurance through Midwest Farm & Family Insurance LLC, a business entity he has been involved with since 1991. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.
Erin D
Series 66
Derby, KS
Edward Jones
Erin Drosselmeyer is a financial advisor at Edward Jones with one year of industry experience. Prior to rejoining Edward Jones, Erin worked at American Electric Power and held positions at Inceed and SBM Management Services. Erin holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.
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Finding advisors...
627 advisors near
67206
within the area shown on the map
Out of 400,000+ nationwide