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Douglas M
Series 65
Overland Park, KS
RSG Investments LLC
Douglas Miller is a financial advisor at RSG Investments LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Market Investment Group, Market Advisory Group, and Foundations Investment Advisors. Outside of his advisory role, he is an independent insurance agent affiliated with Market Advisory Group, LLC. RSG Investments LLC is an SEC-registered investment adviser managing approximately $140.5 million and serves individuals, trusts, retirement and profit-sharing plans, and business entities. The firm employs a combination of third-party model managers and direct asset management, using fundamental, technical, and tactical/strategic asset allocation approaches, typically managing accounts on a discretionary basis.
Raquel W
CFP®, Series 66
Overland Park, KS
Keen Wealth Advisors
Raquel Wheeler is a CFP® and holds a Series 66 license with three years of industry experience. She has worked at Keen Wealth Advisors since 2026 and previously held roles at Northwestern Mutual Wealth Management Company and several other financial firms. Outside of finance, her background includes work at Taqueria Habana and the University of Central Missouri. Keen Wealth Advisors serves clients planning for and living in retirement, including high-net-worth individuals, trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management and financial planning, utilizing a multi-method investment analysis framework and discretionary portfolio management primarily through a wrap-fee program.
James S
Series 66
Overland Park, KS
PCG Wealth Management
James Schank is a financial advisor with PCG Wealth Management in Overland Park, KS, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at V Wealth Management, LPL Financial, Craig Kurth, Phillip Fine, and Waddell & Reed. Outside of his advisory work, he has been a principal percussionist since 1976. PCG Wealth Advisors manages approximately $931 million across about 1,800 clients, offering services to individuals, charitable organizations, corporations, and retirement plans. The firm focuses on customized, primarily long-term portfolios utilizing low-cost mutual funds and ETFs, with additional strategies including individual securities and tax-loss harvesting, and provides both discretionary and non-discretionary portfolio management.
Frederick T
Series 63, Series 65
Kansas City, MO
Craft & Sage Wealth
Frederick Tromans is a financial advisor at Craft & Sage Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Premier Financial Partners and Royal Alliance Associates, Inc. He is also involved in selling and servicing life, annuity, health, and long-term care insurance products through an ownership role in Premier Financial Partners. Craft & Sage Wealth provides investment advisory and financial planning services to individuals, trusts, corporations, and charitable organizations. The firm employs a model-driven investment process combining quantitative, fundamental, technical, cyclical, and economic analysis, and offers portfolio management, financial planning, and oversight of third-party managers.
Mitch C
Series 66
Overland Park, KS
RPR Financial
Mitch Carlson is a financial advisor at RPR Financial with 18 years of industry experience. He holds a Series 66 designation and has previously worked at IHT Wealth Management, LPL Financial, Personal Financial Group, and Waddell & Reed. In addition to his advisory role, he is a licensed insurance agent specializing in life and health insurance. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach and integrates services from its affiliated CPA practice, offering a range of discretionary and non-discretionary fiduciary solutions.
Benjamin F
Series 65
Overland Park, KS
Waterfront Wealth Inc.
Benjamin Fischer is a financial advisor with Waterfront Wealth Inc. in Overland Park, KS, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Leading Edge Financial Planning and Copper State Credit Union. Waterfront Wealth, Inc. manages approximately $890 million for about 730 clients through a team of nine advisors. The firm serves individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers, offering discretionary and non-discretionary portfolio management, financial planning, retirement-plan consulting, and institutional sub-advisory services.
Matthew H
Series 65
Overland Park, KS
Waterfront Wealth Inc.
Matthew Hekman is a Series 65-licensed advisor with Waterfront Wealth Inc. in Overland Park, KS, where he has worked since 2021. He has 21 years of industry experience, including 18 years at Waddell and Reed/Ivy Investment Management Co. Outside of his advisory role, he serves as Treasurer for Redeemer Fellowship Johnson County and is the managing member of a sharecrop lease business in Osage County, KS. Waterfront Wealth Inc. manages approximately $890 million for around 730 clients, serving individuals, high-net-worth clients, families, trusts, foundations, retirement plans, and other advisers. The firm employs a mix of active mutual funds, ETFs, individual securities, and custom strategies, providing discretionary and non-discretionary portfolio management along with financial planning and institutional sub-advisory services.
Kevin E
Series 65
Overland Park, KS
Solyco Wealth LLC
Kevin Ellis Rutherford is a financial advisor at Solyco Wealth LLC with one year of industry experience. He holds a Series 65 designation and previously worked with Busey Bank and the PGA/Korn Ferry Tour. His background also includes roles with Major League Soccer (MLS) and various wealth advisory firms. Solyco Wealth serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management and financial planning. The firm employs a combination of fundamental and technical analysis to construct portfolios from a range of investments, including mutual funds, ETFs, individual securities, and alternative assets.
Kaden L
Series 65
Kansas City, MO
Buttonwood Financial Group, LLC
Kaden Ludlow is a financial advisor at Buttonwood Financial Group, LLC in Kansas City, MO. He holds a Series 65 designation and has recently begun his advisory career in 2025. Prior to joining Buttonwood Financial Group, he gained experience at CSGI and Sevita, as well as completing a year at Brigham Young University. Buttonwood Financial Group is an independent SEC-registered advisory firm that serves individuals, families, businesses, pension and profit-sharing plans, and charitable institutions. The firm offers comprehensive wealth management services including Family CFO planning, investment management, ERISA plan services, and family-office style support, utilizing globally diversified model portfolios supported by BlackRock’s analytics.
Jennifer A
Series 65, Series 63
Leawood, KS
GreenLeaf Financial Network, LLC
Jennifer Armour is a financial advisor with GreenLeaf Financial Network, LLC. She holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining GreenLeaf Financial Network, she worked at Hutchinson Income Tax Services and First National Bank of Hutchinson. Jennifer is also the managing member of Armour Lawn Care, LLC, a lawn care business based in Hutchinson, KS. GreenLeaf Financial Network offers investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and certain corporate clients. The firm utilizes a combination of fundamental, quantitative, technical, cyclical, and modern portfolio theory analyses, employing a variety of strategies tailored to client objectives.
Paige G
Series 65
Overland Park, KS
Legacy Financial Strategies, LLC
Paige Gordon is a financial advisor at Legacy Financial Strategies, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at CGN Advisors, LLC and Sabatka & Company. Legacy Financial Strategies is an SEC-registered advisory firm managing approximately $952 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a multi-advisor team approach and utilizes fundamental analysis to construct globally diversified portfolios, typically using mutual funds, ETFs, and individual securities.
James C
ChFC®, Series 63
Overland Park, KS
Financial Partners Group, Inc.
James Claiborne is a financial advisor with Financial Partners Group, Inc., holding the ChFC® designation and Series 63 license, and has 34 years of industry experience. His prior roles include positions at Mutual Securities, Inc. and Cambridge Investment Research Advisors. Claiborne serves on the board of the University of Central Missouri for public and non-public entities. Financial Partners Group provides investment advisory and wealth-management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs a combination of top-down, fundamental, tactical, and technical analysis to tailor asset allocation and offers integrated tax planning and insurance services through affiliated entities.
Michael T
Series 63, Series 65, Series 66
Overland Park, KS
Freestate Advisors LLC
Michael Thomas is a financial advisor at Freestate Advisors LLC with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes roles at SII Investments, Inc. and The Resource Group/Hrh/Willis. Outside of advising, he is involved in property acquisition and agriculture through M.E. Thomas Properties, LLC. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm focuses on research-driven asset allocation and portfolio construction using ETFs and model portfolios, offering both benchmark-aligned and tactical strategies to manage risk and tailor portfolios to client needs.
Jack F
CFP®, Series 65
Leawood, KS
Kavar Capital Partners
Jack Faerber is a CFP® and holds a Series 65 license with seven years of industry experience. He currently works at Kavar Capital Partners Group, LLC and previously worked at Creative Planning, the University of Missouri - Kansas, and Transystems. Kavar Capital Partners Group, LLC provides wealth management and investment advisory services to individuals, retirement plans, charitable organizations, and corporations. The firm integrates financial planning with portfolio implementation, employing both fundamental and technical analysis across a wide range of investment vehicles, and manages over $1.34 billion with a four-advisor team.
Bryan L
Series 65
Overland Park, KS
RPR Financial
Bryan Lerette is a financial advisor at RPR Financial in Overland Park, KS, holding a Series 65 designation and having one year of industry experience. His prior work includes roles at the City of Mission, Mercury Broadband, Cerner Corporation, and Mosaic Life Care. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach that integrates quantitative analysis, diversified asset classes, and model portfolios across various risk profiles.
Michael B
Series 66
Leawood, KS
GreenLeaf Financial Network, LLC
Michael Beary is a financial advisor with GreenLeaf Financial Network, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Private Client Services, LLC and VSR Financial Services, Inc. Over his career, he has also maintained a role as a registered representative, earning commissions on certain transactions separate from his advisory services. GreenLeaf Financial Network provides investment advisory, portfolio management, financial planning, and retirement plan services to individuals, families, trusts, estates, and corporate clients. The firm employs a variety of analytical methods and investment strategies tailored to client goals, delivering services through an extensive network of independent advisors.
Kathy P
Series 63, Series 66
Lee's Summit, MO
StrongBox Wealth, LLC
Kathy Postoak is a financial advisor with StrongBox Wealth, LLC, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. She also serves as Director of Operations at StrongBox Wealth, focusing on client services and operations. StrongBox Wealth serves individual and high-net-worth clients, trusts, pension plans, and business entities, managing approximately $456.5 million across about 437 client relationships. The firm offers discretionary portfolio management, comprehensive wealth management, retirement plan consulting, and standalone financial planning, employing a multi-method investment process with ongoing portfolio monitoring and due diligence.
Brandon K
CFP®, Series 63, Series 66
Overland Park, KS
Greenup Wealth
Brandon Kraus is a CFP® with 19 years of industry experience, currently serving at Greenup Wealth since 2021. His prior roles include positions at American Century Investment Services Inc. and American Century Investments. In addition to his advisory work, he is involved with Valet Waste, a business operating since 2014. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities by offering discretionary portfolio management, financial planning, and access to third-party investment managers. The firm employs a range of analytical methods and investment strategies, combining in-house management with selected external managers, and provides services including implementation and monitoring of assets outside its custody.
Richard R
CFP®, ChFC®, Series 63
Overland Park, KS
Midwest Financial Group LLC
Richard Ryan is a CFP® and ChFC® with 45 years of industry experience. He has been with Midwest Financial Group LLC since 2015 and previously worked at Alpha Asset Management from 2004 to 2019. Outside of his advisory role, he serves as treasurer and finance committee member of the Kansas Masonic Foundation, a charitable organization, and works as an independent insurance agent providing non-investment insurance products. Midwest Financial Group advises individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach, focusing on globally diversified portfolios primarily through mutual funds and ETFs, tailoring strategies to clients’ risk profiles and objectives.
Samuel B
Series 65
Overland Park, KS
TFB Advisors, LLC
Samuel Boers is a Series 65-credentialed financial advisor at TFB Advisors, LLC with one year of industry experience. Prior to joining TFB Advisors, he held roles at Tax Favored Benefits and worked in business operations including Terrasi Living and Scandia Home, as well as managing a self-employed moving business. He has experience that spans financial services and entrepreneurial ventures. TFB Advisors provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm manages approximately $840 million in assets and offers tailored portfolios across a range of investment vehicles, emphasizing ongoing monitoring and flexibility in managing held-away assets.
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2,715 advisors near
64081
within the area shown on the map
Out of 400,000+ nationwide