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1,401 advisors near
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Judith I
Series 63
Henderson, NV
Planmember Securities Corporation
Judith Ienatsch is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and 37 years of industry experience. Her prior experience includes roles at Lincoln Investment and Legend Equities Corporation, in addition to operating as a self-employed investment professional since 1988. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering education and support through personalized planning, seminars, and a service center. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios ranging from conservative to aggressive.
Robert E
Series 63, Series 65
Henderson, NV
Hightower Advisors
Robert Evans is a financial advisor with Hightower Advisors in Henderson, NV, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Hightower Advisors since 2012. Outside of his advisory role, he is a half-owner and manager of a self-service carwash business. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a broad range of portfolio management and financial planning services.
Neeley J
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Neeley John is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Transamerica Financial Advisors since 2021. Outside of his advisory role, he is involved in estate planning services through LegacyShield Solutions, Inc. and assists clients with college loan management by referring them to Student Optimum Services. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, offering both discretionary and non-discretionary program options.
Sheila D
Series 63, Series 65
Henderson, NV
Hightower Advisors
Sheila Delutri is a financial advisor at Hightower Advisors with 44 years of industry experience. She holds Series 63 and Series 65 designations and has been with Hightower Advisors since 2012. Hightower Advisors provides investment advisory and planning services to a diverse client base including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a variety of investment vehicles.
Shanna K
Series 66
Las Vegas, NV
CWM, LLC
Shanna Kehoe is a financial advisor with CWM, LLC, holding a Series 66 designation and over 22 years of industry experience. She has worked at several firms, including Cetera Advisor Networks, Lakeside Wealth Management Group, and New England Securities. Kehoe is a member of the Women’s Executive Council and the Las Vegas Metro Chamber of Commerce. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing discretionary model portfolios supported by various analysis methods, third-party sub-advisors, and customization tools.
Gregory S
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Gregory Sheets is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 16 years of industry experience. His career includes roles at several firms such as WealthWave and Champion Health, Inc., where he has been involved in marketing and health insurance programs. Sheets is also engaged in hospitality consulting in Las Vegas. Transamerica Financial Advisors serves a diverse client base including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm employs a model portfolio investment approach supported by third-party managers and offers multiple advisory programs alongside affiliated retirement plan services.
Shane H
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Shane Hipps is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. He is also the president and owner of Lantern Consulting Inc., a leadership and executive coaching firm, and an author of multiple books on leadership, culture, and faith. His career includes roles in management consulting and business ownership in various entities. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm primarily uses model portfolios and third-party managers to implement its advisory services, offering multiple program platforms such as Transamerica ONE and TFA365.
Thomas L
Series 63, Series 65
Las Vegas, NV
Commonwealth Financial Network
Thomas Lintemuth is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 registrations and 42 years of industry experience. He has been with Commonwealth since 2017 and previously worked at Axa Advisors for 18 years. Outside of his advisory role, he is involved as a partner in a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody and clearing services.
Freddy L
Series 63, Series 65
Las Vegas, NV
Guardian Life
Freddy Lopez is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior experience includes roles at MassMutual Life Insurance Company and MML Investors Services LLC. Outside of his advisory work, he serves as Treasurer on the Las Vegas Pride Board of Directors and is President of the Consolidated Association of Prides, Inc. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, providing brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary management options, including model portfolios and a hybrid digital advisory solution.
Jason B
Series 66
Las Vegas, NV
Empower Advisory Group
Jason Brummett is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds the Series 66 designation and has worked at GWFS Equities, Inc. since 2022, and at Prudential Investment Management Services and Prudential Insurance Company of America since 2012. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage and IRA account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.
Jonathan M
Series 63, Series 66
Las Vegas, NV
Guardian Life
Jonathan Markos is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 registrations and 12 years of industry experience. His career includes roles at MassMutual Life Insurance Company and MML Investors Services LLC, with more recent positions at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory services, including financial planning and retirement-plan consulting. The firm utilizes a combination of proprietary model portfolios, third-party investment managers, and digital advice solutions to implement investment strategies for individual and institutional clients.
Joseph M
Series 66
Las Vegas, NV
Guardian Life
Joseph Miller is a financial advisor with Guardian Life in Las Vegas, NV, holding a Series 66 designation and six years of industry experience. His career includes roles at Guardian Life Insurance Company, Park Avenue Securities, Mad Minute LLC, and the Hakkasan Group. He is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and various investment advisory programs.
June L
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
June Liao is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Transamerica Financial Advisors since 2015 and was employed at Nu Skin from 2023 to 2025. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio and third-party manager approach to investment advisory services, delivering solutions through multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.
Chelsea P
Series 66
Boulder City, NV
Independent Financial Group, LLC
Chelsea Petrizzo is an investment advisor with Independent Financial Group, LLC and holds a Series 66 designation. She has five years of industry experience and has previously worked at CUSO Financial Services, LP and CUNA Brokerage Services, Inc., among other roles. In addition to her advisory work, she is involved with Boulder Dam Credit Union and the Clark County School District. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional accounts. The firm utilizes both firm- and third-party models for portfolio management, combining strategic asset allocation with ongoing due diligence across a mix of passive and active investment exposures.
Anita P
Series 63, Series 65
Las Vegas, NV
Transamerica Financial Advisors
Anita Petty is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. She has a diverse work background including roles with InheritGuard, LLC and several investment-related entities where she manages various business operations. Outside of her advisory work, she operates as a resilience coach through Leading Edge Ventures, offering online courses and coaching related to personal resiliency. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.
Chad C
Series 63, Series 65
Las Vegas, NV
Bankers Life Advisory Services, Inc.
Chad Clem is a financial advisor at Bankers Life Advisory Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles within the Bankers Life organization since 2010, including his current advisory position since 2019. Clem is also a branch sales manager at Bankers Life & Casualty, where he manages a team of agents focusing on insurance products such as Medicare, life insurance, and annuities. Additionally, he owns C Square Advisors, LLC, a personal business entity for managing income tax filings. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis methods to tailor asset allocations and ongoing portfolio management aligned with clients’ goals and risk tolerances.
Katie S
Series 63, Series 65
Las Vegas, NV
Guardian Life
Katie Strunk is a financial advisor at Guardian Life with Series 63 and Series 65 registrations and two years of industry experience. She previously worked at First Command Advisory Services and affiliated firms before joining Guardian Life and its subsidiary Park Avenue Securities. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary management using both proprietary and third-party models.
Lloyd C
Series 65, Series 63
Las Vegas, NV
Transamerica Financial Advisors
Lloyd Coleman is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and seven years of industry experience. He has held various roles within Transamerica Financial Advisors and its affiliates since 2017 and is also associated with WealthWave and Art of Insurance. Outside of his advisory work, he has involvement with insurance sales through affiliated companies. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and brokerage services, utilizing proprietary and third-party model portfolios with options for discretionary and non-discretionary management.
Brett M
CFA®, Series 66
Las Vegas, NV
Sequoia Financial Group, L.L.C.
Brett Myer is a CFA® charterholder with 17 years of industry experience. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at Eide Bailly Advisors, LLC, Eide Bailly Financial Services, and The Investment Counsel Company. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, and family offices. The firm uses a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.
James P
CFP®, CFA®, Series 66
Las Vegas, NV
TIAA-CREF
James Peters is a CFP® and CFA® with 14 years of industry experience. He has been with TIAA and TIAA-CREF since 2016, currently serving at TIAA-CREF in Las Vegas, NV. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as to trusts, estates, partnerships, and small retirement plans. The firm provides both point-in-time planning services and ongoing portfolio management, operating within a vertically integrated structure that includes advisory services for a donor-advised fund.
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1,401 advisors near
89012
within the area shown on the map
Out of 400,000+ nationwide