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629 advisors near
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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 for Wells Fargo Advisors and Wells Fargo Clearing from 2008 to 2026. Kocukov is a 25% owner of Horizon Wealth Management Group LLC, where he also serves as a co-trustee for related 401(k) and DBP plans. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, supporting advisors with both proprietary research and third-party strategies across discretionary and non-discretionary accounts.
Michael D
Series 66
Wichita, KS
LPL Financial
Michael Dennis is a financial advisor with LPL Financial based in Wichita, KS. He holds a Series 66 designation and has 17 years of industry experience. Prior to joining LPL Financial in 2021, he worked with Waddell & Reed, Inc. and various insurance carriers for over a decade. Dennis has been involved in business activities related to insurance and investment through Midwest Farm & Family Insurance LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
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.
Michael P
Series 65, Series 63
Wichita, KS
Primerica Advisors
Michael Phelps is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. He has been with Primerica Advisors since 2004 and also works with Loe Financial Group. In addition to advisory services, he is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets with nearly 3,700 advisors. The firm utilizes model-driven investment strategies supported by third-party managers and provides custody and trade execution through Pershing.
Norma K
Series 63
Wichita, KS
Wells Fargo Clearing
Norma Knox is a financial advisor at Wells Fargo Clearing with 23 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2022, following a 13-year tenure at Oppenheimer & Co. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.
William B
Series 66
Wichita, KS
Cambridge Investment Research Advisors
William Benjamin is a Series 66-licensed financial advisor with eight years of industry experience. He currently serves at Cambridge Investment Research Advisors and previously worked at GWN Securities, Equitable Advisors, and AXA Advisors. Benjamin is a board member and volunteer with the Andover Area Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies tailored to client objectives.
Matthew W
Series 66
Wichita, KS
Edward Jones
Matthew Washburn is a financial advisor with Edward Jones in Wichita, KS, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and is also involved with Return to Motion Medical, Inc., a medical sales and data processing company that is in the process of closing. Prior to his current role, he was associated with Total Solutions RX and West Side Medical Supply, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory programs with discretionary and non-discretionary strategies.
Sarah W
Series 66
Wichita, KS
Ameriprise
Sarah Wright is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has prior work experience with the City of Rose Hill and USD 394 Rose Hill Schools. Wright also manages an advisory business through Andover Financial Services LLC. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm delivers comprehensive, research-driven recommendations through a centralized consulting team, combining modeling and tax-efficiency analysis to support clients’ retirement income strategies.
Clancy S
Series 65, Series 63
Derby, KS
Edward Jones
Clancy Sadiq is a financial advisor at Edward Jones in Derby, KS, holding Series 63 and Series 65 licenses. He has one year of experience with Edward Jones and previously worked in the optical care industry, including five years at Jury Eye Care LLC and four years at Visionworks. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.
Timothy H
Series 66
Mulvane, KS
Edward Jones
Timothy Hottovy is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at PromptCare, ARJ Infusion, and Swanson Tool Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of investment advisory programs and affiliated financial services.
Jessica R
Series 66
Wichita, KS
Morgan Stanley
Jessica Radmacher is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. She previously worked at Ernst & Young US LLP and has held positions within Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Radmacher also has experience at Oklahoma State University and held a role at Top Gun in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques as part of its advisory process.
Hannah D
Series 66
Wichita, KS
OSAIC
Hannah Demaree is a financial advisor at Osaic Wealth, Inc. with a Series 66 designation and recently started her advisory career. She has prior experience working in the education sector with Unified School Districts 465 and 470. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct and manage portfolios.
Randall J
CFP®, Series 63
Wichita, KS
STIFEL
Randall Johnson is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co., Inc. since 2014. He is based in Wichita, KS, and holds a Series 63 license. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group that informs asset allocation and financial planning analyses.
Anthony F
Series 66
Wichita, KS
LPL Financial
Anthony Flax is a Series 66-registered advisor with LPL Financial, based in Wichita, KS, and has 18 years of industry experience. Prior to joining LPL Financial in 2021, he held roles at Flax Holdings Inc, Prairie Travelers, Inc., and Waddell & Reed, Inc. He is also the owner of Flax Holdings, Inc., a non-investment related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolios, and institutional platforms, supporting advisors with technology and research tools.
Stephen Y
CFP®, Series 63, Series 65
Wichita, KS
OSAIC
Stephen Yager is a financial advisor at OSAIC with over 55 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. since 2009. Outside of his advisory work, he serves on the boards of the Rainbows United Charitable Foundation and Larksfield Retirement Communities Foundation, and he acts as trustee for a family trust. OSAIC serves a broad range of retail and institutional clients with integrated brokerage and investment advisory services, offering diverse portfolio management options through multiple advisory platforms and third-party money managers.
William W
CFP®, Series 63, Series 66
Wichita, KS
LPL Financial
William Wagner III is a CFP® professional with 19 years of industry experience. He is currently affiliated with LPL Financial and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Wagner is a 43% owner of Horizon Wealth Management Group LLC and serves as a trustee of its 401(k) plan. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides financial planning, advisory, and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of investment programs and platforms, combining advisory services with a broad range of non-advisory financial products.
Thomas W
CFP®, Series 63, Series 65
Wichita, KS
Edelman Financial Engines
Thomas Wolford is a CFP® with 18 years of industry experience, currently serving at Edelman Financial Engines since 2016. Prior to that, he worked at Tmfs Advisors, LLC from 2014 to 2016. He is a board member of the Kansas Racquetball Association. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing model-based and customized portfolios while supporting a large participant base through advisor-led and online offerings.
Jonathan G
Series 66
Derby, KS
Edward Jones
Jonathan Gilmour is a financial advisor at Edward Jones in Derby, KS, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones, he worked for Evergy for 12 years. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Derek K
Series 66
Wichita, KS
LPL Financial
Derek Keller is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 credential and bringing 20 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary research and third-party strategies, and supports its network with advanced operational tools.
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629 advisors near
67210
within the area shown on the map
Out of 400,000+ nationwide