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629 advisors near
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Ciara W
Series 63, Series 65
Haysville, KS
LPL Financial
Ciara Wickham is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and one year of industry experience. She previously worked at Intrust Bank for several years before joining LPL Financial. Additionally, she serves as a notary public in Wichita, KS. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions including model portfolios and institutional platforms.
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.
Martin T
CFP®, Series 63, Series 65
Wichita, KS
Cambridge Investment Research Advisors
Martin Thurman is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2019. He has previously worked at Financial Benefits, Inc. and has been involved with Thurman Financial, LLC since 2016. Thurman also serves as CEO of H3America, a nonprofit organization that raises funds and provides outdoor outings for veterans. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, using a variety of portfolio management strategies and platform arrangements tailored to client objectives.
Mark R
Series 63, Series 65
Wichita, KS
Morgan Stanley
Mark Ralston is a financial advisor with Morgan Stanley in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and modeling techniques.
Tammie M
Series 66
Wichita, KS
LPL Financial
Tammie Mc Coy is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at CUNA Mutual Group, Oppenheimer & Co., and Fidelity. 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 broad range of advisory services including financial planning and model portfolio programs, supported by a large network of investment adviser representatives and various investment platforms.
Brian L
Series 66
Wichita, KS
Morgan Stanley
Brian Lewallen is a financial advisor with Morgan Stanley in Wichita, KS, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Equity Trust and Wealth Management, Commerce Brokerage Services, and Scottrade, among others. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured discovery conversations and proprietary planning tools as part of its process and manages approximately $2.74 trillion in client assets.
Jason B
Series 63, Series 65
Wichita, KS
Morgan Stanley
Jason Bailey is a financial advisor at Morgan Stanley in Wichita, KS, with 11 years of industry experience. He has held positions at Morgan Stanley since 2017 and previously worked at AXA Advisors from 2015 to 2017. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by tools such as Monte Carlo simulations and Secular Return Estimates.
Willie T
ChFC®, Series 66
Wichita, KS
Edward Jones
Willie Tucker is a financial advisor at Edward Jones in Wichita, KS, holding the ChFC® and Series 66 credentials with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for Innovate International Intelligence Integration for 16 years and has served in the United States Air Force on active duty and reserve since 1993. Outside of his advisory work, Tucker is a sole proprietor leather maker, serves as board chair of a Kansas nonprofit, and officiates high school and collegiate soccer matches. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and affiliated investment options, operating under a fiduciary standard.
Kevin G
CFP®, Series 66
Wichita, KS
Raymond James Financial
Kevin Gruetter is a CFP® with 10 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked at multiple firms, including CWM, LLC and Cetera Advisor Networks, and has been involved with Ascension Lutheran Church for over 15 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Mohammad A
Series 63, Series 66
Wichita, KS
Wells Fargo Clearing
Mohammad Awad Eljied is a financial advisor with Wells Fargo Clearing in Wichita, KS, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Benjamin F Edwards & Co for nine years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he serves on the Economics Department Advisory Board at Wichita State University’s School of Business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary options. The firm’s approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
Seth A
CFP®, Series 63, Series 65
Wichita, KS
Cambridge Investment Research Advisors
Seth Asher is a CFP® professional with 25 years of experience, currently with Cambridge Investment Research Advisors since 2014. He holds Series 63 and Series 65 registrations. Outside of his advisory role, he is an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services. The firm provides both proprietary and third-party investment strategies through various platform arrangements, with services tailored to client objectives.
Sarah D
Series 63, Series 66
Wichita, KS
UBS Financial Services
Sarah Dodds is a financial advisor at UBS Financial Services with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2012. Based in Wichita, KS, her career has been focused entirely at UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of solutions supported by proprietary research and data analytics.
Mark R
Series 63, Series 66
Haysville, KS
Edward Jones
Mark Richards is a financial advisor at Edward Jones with 37 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and provides a wide range of advisory services through a large network of financial advisors and branch offices nationwide.
Danielle Q
Series 63, Series 65
Wichita, KS
LPL Financial
Danielle Qualls is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc for 12 years before joining LPL Financial. Outside of advising, she owns and operates a farm business in Cheney, KS. 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 and access to diverse investment strategies, supported by advisor-facing tools and a broad platform that encompasses non-advisory financial activities.
Will S
Series 66
Derby, KS
Edward Jones
Will Sittenauer is a financial advisor with Edward Jones in Derby, KS, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various engineering roles at firms including Spirit AeroSystems and Koch Glitsch. He has also provided consulting services to his former employer, Spirit AeroSystems. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide 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 over 23,700 financial advisors.
Samuel M
Series 63, Series 66
Wichita, KS
LPL Financial
Samuel Milner is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at AXA Advisors and Ohio National Financial Services, as well as work with Catholic Charities. Milner is also involved with Bergkamp Financial, a DBA related to his LPL business. 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, utilizing various investment strategies and technology tools while supporting a large network of over 22,800 advisors.
John M
Series 63, Series 66
Wichita, KS
LPL Financial
John Malicoat is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at RT Financial, Cetera Advisor Networks, and Theel Insurance Inc. He is also involved with RT Financial LLC in a business capacity related to his LPL work. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a broad network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various investment programs and uses a combination of proprietary research, third-party subadvisors, and technology tools to support portfolio management.
Matthew B
Series 66
Wichita, KS
Robert Baird & Co.
Matthew Bennett is a financial advisor at Robert W. Baird & Co. in Wichita, KS, holding a Series 66 designation. He has been with Baird since 2024 and previously worked for ten years at Bennett Insulation. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with customized financial planning and portfolio management services. The firm offers a range of investment strategies and overlays, including discretionary and non-discretionary management, and provides municipal advisory and public finance services alongside its wealth management offerings.
Carolyn H
CFP®, Series 63, Series 66
Wichita, KS
LPL Financial
Carolyn Hobble is a CFP® with 39 years of industry experience. She is currently with LPL Financial and previously worked at Bank of America and Merrill Lynch, Pierce Fenner & Smith, Inc. She holds Series 63 and Series 66 licenses. 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 mix of financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisory services through a large network of investment adviser representatives.
John T
Series 66
Wichita, KS
OSAIC
John Toothaker is a Series 66-registered financial advisor with 18 years of industry experience. He is currently with Osaic and has previous experience at Penn Mutual Life Insurance and Hornor Townsend & Kent Inc. He serves as board chairman of Untamed Athletes, a nonprofit organization focused on youth in the Wichita area. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, managed accounts, and access to third-party money managers, using asset allocation tools and automated rebalancing to construct diversified portfolios.
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Finding advisors...
629 advisors near
67210
within the area shown on the map
Out of 400,000+ nationwide