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772 advisors near
66109
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Out of 400,000+ nationwide
Shawn C
Series 63, Series 65
Fairway, KS
Edward Jones
Shawn Creger is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2001. Outside of his advisory role, he is the owner of JLO Investments LLC, a real estate business based in Fairway, Kansas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. 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.
Larry V
Series 63, Series 65
Kansas City, MO
LPL Financial
Larry Vawter is a financial advisor with LPL Financial based in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he serves as a successor trustee for a family trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered primarily through a large network of investment adviser representatives using a variety of investment strategies.
Paul N
Series 63, Series 65
Kansas City, MO
OSAIC
Paul Nunes is a financial advisor at OSAIC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Securities America, Inc. for over 20 years. Nunes is a 50% owner of PGN Financial Services LLC, which supports business operations including office leasing and marketing. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a wide network of affiliated advisors. The firm utilizes a range of asset allocation tools and provides access to various investment platforms and third-party money managers.
Steven A
CFP®, Series 66
Mission, KS
Edward Jones
Steven Anderson is a CFP® professional with 10 years of experience in the financial services industry. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of over 23,000 financial advisors.
Michael K
CFP®, ChFC®, Series 63, Series 65
Kansas City, MO
Edward Jones
Michael Keeton is a financial advisor at Edward Jones in Kansas City, MO, holding the CFP® and ChFC® designations with 19 years of industry experience. He previously worked at Copper Financial Network LLC for seven years before joining Edward Jones in 2021. Outside of finance, Keeton works as a professional pyrotechnician, shooting fireworks shows several times a year. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, combining a large retail advisor network with affiliated services such as a trust company and proprietary mutual funds.
Jennifer H
Series 66
Kansas City, MO
Raymond James Financial
Jennifer Hershberger is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 14 years of industry experience. She has a long tenure with UMB-affiliated firms, including UMB Bank, UMB Financial Services Inc., and UMB Insurance Inc., where she worked for over two decades before joining Raymond James in 2026. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting services.
Todd S
CFP®, Series 66
Gladstone, MO
Edward Jones
Todd Salzman is a financial advisor with Edward Jones in Gladstone, MO, holding CFP® and Series 66 designations and 15 years of industry experience. He previously spent 12 years with Copper Financial Network LLC before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Margo S
CFP®, Series 63, Series 65
Kansas City, MO
Wells Fargo Advisors
Margo Shepard is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2024. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2024. Shepard serves on the investment committee and finance council for the Catholic Diocese of Kansas City St. Joseph. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and niche services such as business-owner transition and special-needs analysis. The firm combines proprietary research and tools with multiple service and product channels.
Joel M
Series 63, Series 65
Prairie Village, KS
LPL Financial
Joel Mc Ginness is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers associated with W & R Insurance Agency, Inc. He has been with LPL Financial since 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
William G
Series 66
Kansas City, MO
Morgan Stanley
William Gerard is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has worked in various roles prior to joining Morgan Stanley, including positions at A Veteran's Valet, Rockhurst University, and LAZ Parking. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and a range of advisory programs.
Alicea K
Series 66
Kansas City, MO
LPL Financial
Alicea Konieczka is a financial advisor at LPL Financial with four years of industry experience and holds a Series 66 designation. Her prior roles include positions at Wells Fargo Advisors and RT Specialty. She is also a 50% owner of Emerald Legacy Advisors LLC and fully owns AVK Advisory Management LLC, both investment-related entities. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Archie K
Series 63, Series 65
Kansas City, MO
Morgan Stanley
Archie Kangethe is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2009, following a prior tenure at Citigroup Global Markets from 2000 to 2009. Outside of his advisory role, Kangethe owns Maasai Investments, LLC and is involved with Mosquito Squad, a pesticide control business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by the firm’s structured discovery process and planning tools.
Braden W
Series 66
Kansas City, MO
LPL Financial
Braden Wilson is a financial advisor at LPL Financial in Kansas City, MO, with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for six years and Ryan Transportation for three years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.
Nolan L
Series 66
Mission, KS
Edward Jones
Nolan Lasiter is a financial advisor at Edward Jones in Mission, KS, holding a Series 66 designation with three years of industry experience. His prior career includes roles at Northrup Grumman, Amazon LLC, and a 17-year service in the United States Army. Outside of his advisory work, he is involved in business development as owner of UnityEdge LLC, co-owns a crafting retail business, Le Crafty Loft, and serves on the finance board of Westside Leavenworth Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Gabriel M
Series 63, Series 65
Kansas City, MO
LPL Financial
Gabriel Moser is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to LPL Financial, he worked at Northwestern Mutual Investment Services LLC and has experience in diverse roles including at The Onyx Collection and VeraNorth Capital Management LLC. 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 investment management services, utilizing a variety of strategies including model portfolios and third-party asset management.
Erica K
CFP®, Series 63
Kansas City, MO
Edward Jones
Erica King is a CFP®-certified financial advisor with Edward Jones in Kansas City, MO, where she has worked since 2002. She holds a Series 63 license and has 23 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Michael E
Series 66
Parkville, MO
Edward Jones
Michael Emmick is a Series 66-licensed financial advisor with Edward Jones in Parkville, MO, where he has worked since 2009. He has 22 years of industry experience. Outside of his advisory role, he is involved with MRE Holdings LLC, a rental property business in Parkville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors nationwide.
Dennis H
Series 66
Kansas City, MO
LPL Enterprise
Dennis Hacking is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Kansas City, MO. He has professional experience that includes roles outside of finance, such as working at Cinzetti's Italian Market and Diamond Gymnastics Academy. His industry experience as an advisor began in 2026. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers additional services such as financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.
Timothy D
Series 63, Series 66
North Kansas City, MO
Edward Jones
Timothy Dolan is a financial advisor with Edward Jones in North Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1991. Dolan serves as a board member of the North Kansas City Business Council, a nonprofit chamber organization involved in directing local business policies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.
Greta O
Series 66
Kansas City, MO
Edward Jones
Greta O’very is a financial advisor with Edward Jones in Kansas City, MO, holding a Series 66 designation and 10 years of industry experience. She previously worked with Equitable Advisors and Axa Advisors, LLC. Outside of her advisory role, she teaches Basic Investing as a Life and Leisure instructor at Johnson County Community College. Edward Jones is a 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, supported by a large national network of financial advisors and branch offices.
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Finding advisors...
772 advisors near
66109
within the area shown on the map
Out of 400,000+ nationwide