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628 advisors near
67206
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Cecilia M
Series 66
Wichita, KS
Wells Fargo Clearing
Cecilia Minette is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo in various capacities since 2009, with a brief tenure at LPL Financial from 2023 to 2024. Outside of her advisory role, she is a part-time customer service agent for Delta Airlines through Unifi Aviation LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is driven by investment policy statements and modern portfolio theory, and it includes a range of investment vehicles such as insurance-related products and bank deposit sweep options.
Juan G
Series 66
Wichita, KS
LPL Financial
Juan Gonzalez Robles is a financial advisor with LPL Financial based in Wichita, KS. He holds a Series 66 designation and has experience working with R.W. Baird and Meritrust Credit Union. He is also commissioned as a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.
Avery G
Series 66
Wichita, KS
OSAIC
Avery Gabel is a financial advisor at OSAIC with six years of industry experience and holds a Series 66 designation. Prior to joining OSAIC, Gabel worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent LLC. Outside of his advisory role, he owns and manages several small businesses related to financial and retirement planning, as well as community education on Medicare and retirement topics. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.
Ashley B
Series 66
Wichita, KS
Edward Jones
Ashley Benitez is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, she worked at Oxford Senior Living and has experience in design and journalism through roles at Plunder Designs and The Wichita Eagle. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Darrick H
Series 63, Series 66
Wichita, KS
LPL Financial
Darrick Hoover is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with Eagle Strategies, NYLIFE Securities Inc, and New York Life insurance. Hoover also operates Hoover Financial Group, a business entity related to his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.
Chase G
Series 66
Wichita, KS
Cetera
Chase Green is a financial advisor with Cetera in Wichita, KS, holding a Series 66 credential. He has two years of industry experience and has held roles at Cetera Wealth Services, Gough Financial Group, and educational institutions including Butler Community College and Wichita State University. Outside of advising, he has experience working in auction services and at a golf course. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers and various program structures.
Gabriel M
Series 66
Wichita, KS
OSAIC
Gabriel Markley is a financial advisor at OSAIC with 14 years of industry experience. He holds the Series 66 designation and has worked with OSAIC since 2018, previously spending three years at Sii. Outside of his advisory role, Markley serves on the finance committee of a local church. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing various tools and solutions to construct and manage portfolios across a wide range of investment types.
Elizabeth J
Series 63, Series 65
Wichita, KS
Cambridge Investment Research Advisors
Elizabeth Johnson Duke is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS. She holds Series 63 and Series 65 licenses and has 15 years of industry experience, including 12 years with Cambridge. Additionally, she works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals using multiple investment platforms and strategies.
Eric B
Series 63, Series 66
Wichita, KS
Morgan Stanley
Eric Burrus is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, and previously at Riedl First Securities Co. from 2013 to 2017. Outside of his advisory role, he is a silent partner in the restaurant business Planet Sub. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s planning process uses structured discovery and proprietary tools, supported by broad investment and financial product capabilities.
Kimberly R
Series 66
Wichita, KS
Ameriprise
Kimberly Read is a financial advisor with Ameriprise in Wichita, KS, holding a Series 66 designation and 27 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory work, she is involved in managing a human resources company that supports her practice’s staff. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing tax-aware retirement income planning through a collaborative, non-discretionary approach utilizing proprietary research and third-party data.
Daniel B
ChFC®, Series 63
Wichita, KS
Cambridge Investment Research Advisors
Daniel Buck is a financial advisor with Cambridge Investment Research Advisors in Wichita, KS, holding the ChFC® designation and Series 63 license. He has 34 years of industry experience, including 16 years at Hornor Townsend And Kent, Inc., and has owned and operated Insurance Strategies Inc. since 1985. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using various portfolio management strategies and platform arrangements tailored to client objectives.
Charlie B
Series 63, Series 66
Wichita, KS
Morgan Stanley
Charlie Bennett is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since beginning his career with Merrill in 2003, he has provided financial advice and guidance, helping clients develop wealth management strategies tailored to their individual life goals and financial objectives. He emphasizes a personalized approach supported by a team with extensive industry experience, leveraging Merrill's resources to assist clients through various stages of their financial journey. Charlie holds a Bachelor's Degree from Friends University and holds the Chartered Retirement Planning Counselor™ (CRPC™), Certified Private Wealth Advisor® (CPWA®), and Personal Investment Advisor (PIA) designations. His professional credentials reflect his commitment to ongoing education and providing specialized wealth management advice. Outside of his professional activities, he is involved with the Wichita Swim Club, reflecting his engagement with the community.
Alexander C
Series 63, Series 66
Wichita, KS
Merrill
Alexander Croy is a Financial Advisor with Merrill Lynch Wealth Management, specializing in providing tailored financial solutions to high-net-worth investors. He focuses on areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, retirement income, and tax minimization. Alexander works closely with clients to develop customized financial approaches that align with their priorities, risk tolerance, time horizon, and liquidity needs. He is committed to offering transparent guidance and helping clients navigate the complexities of investing to achieve their personal and family goals. Alexander holds a Bachelor's Degree from Wichita State University and has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach emphasizes clarity in fees and services, ongoing assessment of clients’ financial plans, and responsiveness to changing life circumstances and market conditions. Outside of his professional role, Alexander enjoys spending time with his wife, Taylor, and engaging in activities such as golfing, traveling, camping, and yoga.
Peter A
Series 66
Wichita, KS
OSAIC
Peter Anderson is a Series 66-licensed financial advisor with five years of industry experience, currently affiliated with Osaic Wealth, Inc. He previously worked at Royal Alliance and has operated a lawn maintenance business since 2014. Anderson also serves as an assistant track and field coach, focusing on shot put and discus, in Newton, Kansas. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a range of portfolio management tools and access to third-party money managers and wrap programs.
John M
Series 63, Series 65
Wichita, KS
Equitable Advisors
John Mastio is a financial advisor with Equitable Advisors in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory role, Mastio serves on the Planned Giving Council for Wichita State University’s Endowment Association and is a board member of the Lodges at Black Canyon HOA. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of investment programs delivered through Investment Adviser Representatives, third-party asset managers, and LPL-sponsored advisory programs.
Philip G
CFP®, Series 66
Rose Hill, KS
Edward Jones
Philip Garrison is a CFP® professional with seven years of experience in the financial industry. He has been with Edward Jones since 2018 and previously worked at RCH Enterprises, Inc. from 2016 to 2018. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Franklin F
Series 66
Wichita, KS
LPL Financial
Franklin Flower is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and 11 years of industry experience. He has worked with Meritrust Credit Union and Cuso Financial Services since 2018 and previously worked at Securities America Advisors and Securities America Inc. Outside of advising, he has experience with The Golf Headquarters. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and services, employing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management.
Austin L
ChFC®, Series 66
Derby, KS
Edward Jones
Austin Lee is a financial advisor at Edward Jones with the ChFC® designation and a Series 66 license, bringing eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent eleven years at INTRUST Bank, N.A. 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 strategies supported by a large nationwide network of financial advisors and branch offices.
Ciara W
Series 63, Series 65
Haysville, KS
LPL Financial
Ciara Wickham is a financial advisor at LPL Financial with Series 63 and Series 65 designations. She has experience working at Intrust Bank from 2014 to 2025 before joining LPL Financial. Additionally, she is a commissioned notary public in Wichita, KS. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.
Teresa M
Series 66
Wichita, KS
Cetera
Teresa Mayginnes is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. She has held roles at Cetera and affiliated entities since 2023 and previously worked at Butler Community College for ten years. Outside of her advisory role, Teresa provides notarial services and acts as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform that incorporates affiliated and third-party managers across various program structures.
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Finding advisors...
628 advisors near
67206
within the area shown on the map
Out of 400,000+ nationwide