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Noah S

Series 66

Las Vegas, NV

AE Wealth Management, LLC

Noah Skrinak is a financial advisor with AE Wealth Management, LLC and holds a Series 66 designation. He has been in the industry since 2025, with prior experience including roles at Wells Capital Group, PPC, and Ameriprise. In addition to his advisory work, he contributes to a local podcast company as a marketing and production specialist. AE Wealth Management serves a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach that integrates model portfolios managed by AEWM, third-party strategists, and advisor-managed models, supporting a high client load per advisor and offering a range of investment and consulting services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Jeremy L

Series 66

Henderson, NV

Independent Financial Group, LLC

Jeremy Lyons is a financial advisor with Independent Financial Group, LLC in Henderson, NV, holding a Series 66 designation and five years of industry experience. Prior to joining Independent Financial Group, he worked at Cornerstone Wealth Management and Main Street Appraisals. Outside of his advisory role, he meets with clients on life insurance matters and manages related applications. Independent Financial Group is a large advisory and brokerage firm serving individual and institutional clients with investment advisory programs, financial planning, and retirement plan services. The firm combines in-house and third-party investment models and operates as both a registered investment adviser and an active broker-dealer.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Bryon K

Series 63, Series 65

Las Vegas, NV

Guardian Life

Bryon Kibildis is a financial advisor with Primerica Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, he has worked as a movie extra. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Mark L

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Mark Leichty is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with several firms, including Kemper Health and WealthWave, and currently serves as a Certified Financial Educator at the Heartland Institute of Financial Education. Leichty also refers clients to Netlaw for estate planning services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm’s advisory model primarily utilizes model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Aaron A

Series 65, Series 63

Las Vegas, NV

Transamerica Financial Advisors

Aaron Amador is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has been with Transamerica Financial Advisors since 2026. His prior work experience includes positions at World Financial Group Insurance Agency and several business ventures, including Sector 21 Holdings, LLC, and Wilson Mikami Corporation. Transamerica Financial Advisors serves individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services through proprietary model portfolios, third-party money managers, and commission-based insurance and brokerage products.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Michael H

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Michael Holm is a financial advisor at Transamerica Financial Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms including World Financial Group and various consulting and business ventures. Outside of his advisory role, Holm is involved in consulting on business systems and operations, as well as managing a ranch in southern Utah that is being developed for horse facilities and alfalfa production. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms. The firm’s investment approach primarily utilizes model portfolios and third-party managers, with a focus on integrated retirement plan solutions and affiliated mutual funds and insurance products.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Christopher S

Series 66

Las Vegas, NV

Cresset Asset Management, LLC

Christopher Schlatter is a financial advisor at Cresset Asset Management, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at True Capital Management LLC for eight years before joining Cresset. Cresset Asset Management, LLC manages approximately $71.9 billion in client assets for a diverse range of clients, including individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on diversified, asset-allocation-driven portfolio construction using both active and passive strategies, supported by a structured due-diligence program and a network of affiliated entities.

Wealth management Active portfolio management Private / alternative investments Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired Established Professionals
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Ryan S

Series 66

Henderson, NV

Wealth Enhancement Advisory Services, LLC

Ryan Skogstad is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and 24 years of industry experience. He previously worked at Capstone Wealth Advisors, LLC, and Wells Fargo Advisors. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Active portfolio management Factor investing / smart beta Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Approaching retirement Baby Boomers (Born 1946-1964)
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Nohea M

Series 63, Series 65

Las Vegas, NV

GWN Securities Inc.

Nohea Malden is a financial advisor with GWN Securities Inc. in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining GWN Securities in 2018, Malden worked at Ameritas Investment Corp., Ccf Investments, Inc., and Capital Choice Financial Services. Outside of advisory work, Malden is involved in freelance portrait photography through Imago Dei 127 Photography. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies from traditional asset allocation to legacy market-timing and momentum-based approaches.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Andrew G

Series 63, Series 65

Las Vegas, NV

Citigroup Global Markets

Andrew Greenhalgh is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following three years at JP Morgan Securities LLC and four years at JP Morgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and a range of market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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John B

Series 63, Series 65

Henderson, NV

Planmember Securities Corporation

John Berkhoff is a financial advisor with Planmember Securities Corporation in Henderson, NV, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been involved with Planmember Securities Corporation, Business Management Solutions, and Vegas Valley Insurance & Financial Services LLC since 2015. Outside of advising, Berkhoff owns and operates businesses in insurance, tax preparation, and marketing services. Planmember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Founder/Business Owner
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Jeremy M

CFP®, Series 65

Las Vegas, NV

Allworth financial, L.P.

Jeremy Murray is a CFP® with 13 years of experience in financial advising. He has worked at Allworth Financial, L.P. since 2023 and was previously with Redrock Wealth Management, LLC for 12 years. Based in Las Vegas, NV, he holds a Series 65 license. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a range of model strategies and employs technology to manage held-away employer retirement accounts without accessing client login credentials.

Equity compensation tax strategy Retirement income strategy Private / alternative investments ESG / Sustainable investing Annuities Airline Pilot Founder/Business Owner Values-based investing Christian Faith Based Retired
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Patrick C

CFP®, Series 66

Las Vegas, NV

Guardian Life

Patrick Collins is a CFP® professional with 13 years of industry experience, currently affiliated with Primerica Advisors in Las Vegas, NV. He has worked at Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2011. Outside of his advisory role, Collins engages in independent insurance sales unrelated to Guardian Life. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a combination of proprietary and third-party investment strategies and supports a range of account-level services including lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Shelby M

Series 63, Series 65

Las Vegas, NV

Eagle Strategies (NY Life)

Shelby Mc Intyre is a financial advisor with Eagle Strategies (NY Life) based in Las Vegas, NV, holding Series 63 and Series 65 licenses and four years of industry experience. Shelby has worked with several firms, including NYLife Securities LLC and New York Life Insurance Company, and currently owns a business brokering non-registered insurance products. Additionally, Shelby is the author of "1Hundred Days," a self-help journal focused on mindset and personal challenges. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and advisory services largely emphasizing non-discretionary asset management and tailored solutions through various program types.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jordan I

Series 66

Las Vegas, NV

Guardian Life

Jordan Ibsen is a Series 66-licensed financial advisor with eight years of industry experience, currently with Guardian Life and Park Avenue Securities. His professional background includes roles at Provident Trust Group and the University of Nevada, Las Vegas. Outside of his advisory work, he serves as an assistant football coach for Faith Lutheran High School's junior varsity team. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary management, utilizing proprietary and third-party strategies along with hybrid digital advisory solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Anand K N

Series 66

Las Vegas, NV

Guardian Life

Anand K Nair is a financial advisor with Guardian Life, holding a Series 66 designation and 12 years of industry experience. He has previously worked at Northwestern Mutual Wealth Management Company and Westpac Wealth Partners. Outside of advising, he is an author and speaker. He works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which serves individuals, pension plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Derek B

Series 66

Las Vegas, NV

Empower Advisory Group

Derek Beutel is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he worked in mortgage lending and related fields at several firms including LoanDepot and PennyMac Loan Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, combining point-in-time financial plans with optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Gregory H

Series 66

Las Vegas, NV

Guardian Life

Gregory Hunko is a Series 66-licensed financial advisor at Primerica Advisors with three years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2022. Prior to his financial advisory career, he was employed at Home Depot for 28 years and attended the University of Nevada Las Vegas. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports account-level services such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Robin B

Series 63, Series 65

Las Vegas, NV

Transamerica Financial Advisors

Robin Bundy is a financial advisor with Transamerica Financial Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has held roles at multiple other organizations, including Senior Life Insurance Company and Champion Health, Inc. Bundy serves as secretary and voting board member of Spread the Aloha to the Kids.org, a nonprofit supporting orphans and disadvantaged children. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm primarily uses model portfolios and third-party managers to implement investment strategies and offers multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

ESG / Sustainable investing Concentrated stock management Wealth management Founder/Business Owner
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Kyle K

Series 63, Series 65

Las Vegas, NV

Independent Financial Group, LLC

Kyle Kirwan is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior work includes six years at Kalos Capital and Kalos Management, and he has been self-employed since 1997. Outside of his advisory role, Kirwan serves as an officer and director in several business entities related to tax, investment, and tax preparation services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm provides advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base including high-net-worth individuals and institutional clients.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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