Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

James B

PFS™, Series 63, Series 65

Kansas City, MO

Prairie Capital Management Group, LLC

James Braden is a financial advisor at Prairie Capital Management Group, LLC with 27 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to joining Prairie Capital in 2024, Mr. Braden was involved with Brownlie & Braden Advisors, LLC and has served as Managing Director of Cotton Creek Capital Management, LLC since 2006. He also serves as President of Hanover Hillcrest Holdings, LLC, and holds leadership roles managing private investment vehicles and serving on portfolio company boards. Prairie Capital Management Group primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting, investment supervisory services, and management of pooled investment vehicles. The firm employs a multi-manager, multi-strategy investment approach and maintains a range of affiliated relationships and third-party arrangements uncommon among peers.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
user avatar
firm logo

Bradley R

Series 65

Kansas City, MO

RubinBrown Advisors LLC

Bradley Remy is a Series 65–licensed financial advisor with RubinBrown Advisors LLC in Kansas City, MO. He has seven years of industry experience and has been with RubinBrown Advisors since 2017, alongside his tenure at RubinBrown LLP beginning in 2013. RubinBrown Advisors, LLC provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $3.86 billion in client assets, primarily through strategic asset allocation with model portfolios of mutual funds and ETFs, and offers both discretionary and non-discretionary management approaches.

Tax-loss harvesting General estate planning guidance Charitable giving & philanthropy
user avatar
firm logo

Ted K

Series 63, Series 66

Kansas City, MO

American Century Investments Private Client Group, Inc.

Ted Kouris is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 66 designations. He joined the firm in 2024 and has prior work experience across various roles, including positions at the University of Kansas and DoorDash. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios managed by in-house teams and offers detailed reporting and household account aggregation, generally serving clients with modest account sizes.

Tax-loss harvesting
user avatar
firm logo

Phillip M

Series 66

Kansas City, MO

UMB Financial Services, Inc.

Phillip Mason is a financial advisor with UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation and bringing 13 years of industry experience. He has been with UMB Financial Services since 2013 and has worked at UMB Bank since 2005. Outside of his advisory role, Mason serves on the boards of two nonprofit organizations, St. Michael's Veterans Center and Inclusion Connections. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse clientele, including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple wrap-fee managed account programs and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

ESG / Sustainable investing Wealth management Active portfolio management
user avatar
firm logo

Christian G

Series 63, Series 65

Kansas City, MO

American Century Investments Private Client Group, Inc.

Christian Goodman is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with American Century Investments since 2014. Outside of his advisory role, Goodman operates an e-commerce business selling trading cards and other items online. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation and portfolio construction through model portfolios and offers access to American Century and Avantis mutual funds and ETFs.

Tax-loss harvesting
user avatar
firm logo

Michael B

Series 66

Kansas City, MO

Modern Wealth Management, LLC

Michael Barber is a financial advisor at Modern Wealth Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Modern Wealth Management since 2023, previously affiliated with Mutual Securities, Inc and Barber Financial Group. Outside of his advisory roles, he operates as an independent insurance agent and is involved in succession planning through BFG Advisors Group, LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets and serving individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a centralized Investment Committee and uses a combination of model portfolios, third-party money managers, and scenario-modeling tools to guide investment decisions.

Private / alternative investments Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Public Service Employee Founder/Business Owner Military & Veterans Values-based investing Mid-Career Professionals
user avatar
firm logo

James B

Series 63, Series 65

Kansas City, MO

American Century Investments Private Client Group, Inc.

James Barenberg is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 credentials and has seven years of industry experience. Prior to joining American Century Investment Services, Inc. in 2019, he worked at Amazon and was involved in homeschooling through Colchagua Montessori Homeschool. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios emphasizing strategic asset allocation and diversification, offering access to affiliated mutual funds and ETFs with portfolio monitoring and tax-loss harvesting features.

Tax-loss harvesting
user avatar
firm logo

Jason S

CFP®, Series 66

Independence, MO

Copper Financial

Jason Seehusen is a CFP® professional with 19 years of industry experience. He has worked at Copper Financial Network LLC since 2017 and previously held roles at Sammons Retirement Solutions and Sammons Financial Network. Outside of advising, he serves as a referee for high school football, basketball, and women's college basketball. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, and an online Guided Investing option. The firm works with both individual and institutional clients, providing ongoing advisory services as well as one-time financial plans.

General retirement planning Income planning Self-Employed
user avatar
firm logo

Kelly L

Series 63, Series 66

Lenexa, KS

Copper Financial

Kelly Lambert is a financial advisor at Copper Financial with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual Investment Services LLC, Waddell & Reed, Inc., and R Philip Sarnecki. Outside of her advisory role, she serves on the board of Good Life Bulldog Rescue, an English bulldog rescue organization. Copper Financial primarily serves credit union members, including those of its parent and affiliated credit unions, offering financial planning, brokerage services, discretionary portfolio management via third-party referrals, model-based wrap programs, and online guided investing. The firm serves both individual and institutional clients and is noted for its dual broker-dealer and SEC-registered investment adviser registration, along with its operational ties to CommunityAmerica Federal Credit Union.

General retirement planning Income planning Self-Employed
user avatar
firm logo

Linda P

Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

Linda Patterson is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with CreativeOne Securities (formerly Client One Securities) since 2011. Outside of her advisory role, Linda serves as a volunteer member of the Overland Park Tree Board and is involved in book proofreading and editing for a financial services-related business. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management, utilizing fundamental and cyclical security analysis, model asset allocations, and access to third-party manager programs.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
user avatar
firm logo

Douglas N

CFP®, Series 63, Series 65

Kansas City, MO

Capital Analysts

Douglas Nelson is a CFP® professional with 26 years of industry experience, currently affiliated with Capital Analysts and Lincoln Investment Planning. He has been with Lincoln Investment Planning since 2011. Nelson also serves as a lecturer at the University of Nebraska-Lincoln, teaching courses related to retirement planning and family financial planning, and supervises students in practicum settings. Additionally, he provides on-demand financial counseling to reserve component servicemembers and is the head boys varsity basketball coach at Prairie View USD 362. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, and various institutional clients, offering discretionary and non-discretionary portfolio management through multiple advisory and model portfolio options. The firm utilizes an in-house investment management team and proprietary screening tools to guide investment decisions, with a broad network of advisors providing customized financial and life planning services.

Wealth management Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Educators, Teachers, and Academics Founder/Business Owner
user avatar
firm logo

Brian H

Series 66, Series 63

Kansas City, MO

American Century Investments Private Client Group, Inc.

Brian Hawkins is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 licenses and has one year of industry experience. His prior roles include positions at American Century Investment Services, Garden City Wind, and BEST Security. Outside of advising, he has been involved in umpiring and has held various roles in education and sports-related organizations. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by in-house teams and offers detailed quarterly performance reporting and household account aggregation.

Tax-loss harvesting
user avatar
firm logo

Collin J

Series 65, Series 63

Kansas City, MO

American Century Investments Private Client Group, Inc.

Collin Jasper is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 65 and Series 63 licenses and three years of industry experience. He has worked at American Century Investment Services since 2022 and has prior experience in education and agriculture-related roles. American Century Investments Private Client Group provides discretionary investment management, financial planning, and brokerage services primarily to individuals, trusts, estates, charitable organizations, and business entities, typically serving households with a minimum relationship threshold around $50,000. The firm uses model portfolios managed by its asset allocation teams and focuses on proprietary mutual funds and ETFs.

Tax-loss harvesting
user avatar
firm logo

Jeffery W

Series 66

Lenexa, KS

Madison Avenue Securities, LLC

Jeffery Wagner is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 credential and six years of industry experience. His prior work includes roles at AE Financial Services, UMB Financial Services, and Waddell & Reed, among others. Wagner is also associated with AE Wealth Management, LLC, where he provides investment advice. Madison Avenue Securities offers investment advisory and brokerage services primarily to individual and high-net-worth clients, as well as pension consulting and support for charitable institutions. The firm manages approximately $2.0 billion for around 14,000 clients and provides both discretionary and non-discretionary portfolio management through various advisory models and third-party managers.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
user avatar
firm logo

Andrew O

Series 66

Kansas City, MO

American Century Investments Private Client Group, Inc.

Andrew Osborne is a financial advisor with American Century Investments Private Client Group, Inc. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Kestra Advisory Services LLC, AE Financial Services, LLC, and Ethos Group. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers portfolio personalization, tax-loss harvesting, and access to affiliated mutual funds and ETFs through model portfolios managed with a focus on strategic asset allocation and diversification.

Tax-loss harvesting
user avatar
firm logo

James G

CFP®, Series 66

Lenexa, KS

Creative Financial Designs, Inc.

James Guyot is a CFP® professional with 23 years of experience in the financial services industry. He is affiliated with Creative Financial Designs, Inc. and Lighthouse Financial Strategies, where he has worked since 2007. Outside of his advisory roles, he is involved in selling fixed insurance products. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm utilizes asset-class model allocations informed by third-party research and offers various strategies, including Biblical Responsible Investing, with options for discretionary or non-discretionary management.

ESG / Sustainable investing Options & derivatives strategies Religious/faith focused
user avatar
firm logo

Erin H

Series 66

Lenexa, KS

Corecap Advisors

Erin Hoestje is a financial advisor at CoreCap Advisors with 11 years of industry experience. She holds a Series 66 designation and has previously worked at AE Wealth Management, AE Financial Services, and Waddell & Reed. Erin served on the Sigma Kappa - Theta Tau Corporation Board from 2018 to 2021. CoreCap Advisors provides discretionary investment and portfolio management as well as standalone financial planning to individuals, retirement accounts, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a relationship-oriented, individualized approach with a long-term investment horizon, utilizing mutual funds, ETFs, equities, fixed income, and occasionally options or short sales following client discussion.

Retirement income strategy Income planning Tax-loss harvesting Active portfolio management Private / alternative investments Self-Employed
user avatar
firm logo

Nathan H

Series 66

Overland Park, KS

Ally invest Advisors

Nathan Harris is a financial advisor at Ally Invest Advisors with six years of industry experience. He holds the Series 66 designation and has worked at firms including Edward Jones and DST. Outside of his advisory role, Harris provides virtual tutoring in subjects such as ACT exam prep, math, science, business, career development, FINRA exam prep, and Microsoft Excel. Ally Invest Advisors serves a large retail client base, offering discretionary portfolio management through both automated web-based services and advisor-led guidance. The firm employs model portfolios based on Modern Portfolio Theory, utilizing ETFs and automated rebalancing, and integrates banking and brokerage services to support its investment approach.

ESG / Sustainable investing Tax-loss harvesting Income planning Retirement income strategy
user avatar
firm logo

Jason N

Series 63, Series 65

Kansas City, MO

American Century Investments Private Client Group, Inc.

Jason Nguyen is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with American Century Investments since 2013. Outside of his advisory role, he manages a nail care business in Kansas City. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers portfolio monitoring, tax-loss harvesting, and access to affiliated mutual funds and ETFs through model portfolios emphasizing strategic asset allocation and diversification.

Tax-loss harvesting
user avatar
firm logo

Joshua E

Series 66

Lenexa, KS

Copper Financial

Joshua Edens is a financial advisor at Copper Financial with nine years of industry experience. He holds the Series 66 credential and previously worked for CommunityAmerica Credit Union for eight years before joining Copper Financial in 2017. Copper Financial primarily serves credit union members, including those affiliated with CommunityAmerica Federal Credit Union and unaffiliated Program Credit Unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, a model-based wrap program, and an online Guided Investing option, serving both individual and institutional clients.

General retirement planning Income planning Self-Employed
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")