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Tyler E
CFP®, Series 65
Leawood, KS
FAS Wealth Partners, Inc.
Tyler Eckert is a CFP® with five years of industry experience, currently serving as a financial advisor at FAS Wealth Partners, Inc. He previously worked at Aspyre Wealth Partners and has experience at organizations including Jamf Software and the University of Wisconsin. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment approach focuses on asset allocation aligned with client objectives, incorporating internal and third-party portfolio management, tax-aware strategies, and the use of alternative investment vehicles.
Maxwell B
Series 63, Series 65
Leawood, KS
American Century Investments Private Client Group, Inc.
Maxwell Brown is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining his current firm, he worked at Sunflower Bank and held positions at the University of Kansas and Emporia Recreation Center. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities, typically serving households with a minimum relationship threshold of $50,000. The firm offers advice through model portfolios managed by in-house teams and emphasizes proprietary mutual funds and ETFs.
Adam D
Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Adam Doran is a financial advisor at Prevail Innovative Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 credential and has worked with firms including MassMutual/Charter Oak Financial and Penn Mutual/PS&G Financial Partners. Outside of his advisory role, he manages insurance sales through Prevail Strategies, LLC. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a combination of quantitative, fundamental, and technical analysis overseen by an Investment Committee.
Daniel S
Series 63, Series 65
Overland Park, KS
UMB Financial Services, Inc.
Daniel Shearman is a financial advisor at UMB Financial Services, Inc. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Financial Engines Advisors L.L.C. and Mariner Wealth Advisors. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and operates as a registered broker-dealer, investment adviser, and municipal advisor, with affiliation to UMB Bank supporting its investment and fixed-income services.
Jennifer B
Series 66
Kansas City, MO
Prairie Capital Management Group, LLC
Jennifer Blunt is a financial advisor at Prairie Capital Management Group, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, setting allocation parameters and monitoring independent portfolio managers without directly investing client assets for most multi-manager accounts.
James H
Series 66
Overland Park, KS
Advisory Solutions Group
James Haynes is a financial advisor at Advisory Solutions Group with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Wealth Enhancement Brokerage Services, LPL Financial, BMO Harris Bank, Kestra Financial, and Waddell & Reed. Outside of advisory roles, he has been involved with Amazon Flex since 2018 and operated a dispatch service, Dashing Dispatchers, from 2013 to 2020. Advisory Solutions Group serves retail clients through a network of Investment Advisor Representatives and provides turnkey business and back-office services to other registered investment advisory firms. The firm uses a combination of quantitative, momentum, and fundamental analysis to construct diversified portfolios and offers both discretionary and non-discretionary strategies with regular client reviews.
Alyssa A
Series 66
Lenexa, KS
Copper Financial
Alyssa Akers is a financial advisor at Copper Financial with 18 years of industry experience. She holds a Series 66 designation and has worked at Copper Financial Network LLC since 2019, previously spending 12 years at Ivy Funds Distributor Inc and Waddell & Reed, Inc. Copper Financial serves credit union members, offering financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing options. The firm works with both individual and institutional clients, utilizing a fiduciary advisory model that includes due diligence on managers and ongoing account reviews.
Brian P
Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Brian Pfannenstiel is a financial advisor at Prevail Innovative Wealth Advisors, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Commerce Bank from 1999 to 2018 and at LF Wealth Advisors, LLC since 2018. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, utilizing a mix of quantitative and fundamental analysis overseen by an Investment Committee.
Kristi L
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Kristi Laing is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 designations and has 11 years of industry experience. Kristi has been with American Century Investment Services, Inc. since 2015. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by its asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs, and serves clients generally meeting a modest relationship threshold.
Michael O
Series 63, Series 65
Overland Park, KS
IHT Wealth Management LLC
Michael Osborne is a financial advisor with IHT Wealth Management LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has previously worked with NVISION Wealth Group, LLC and LPL Financial. IHT Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.
Steve M
CFP®, Series 63
Overland Park, KS
Regal Investment Advisors LLC
Steve Mankameyer is a CFP®-designated financial advisor with 43 years of industry experience. He has been with Regal Investment Advisors LLC since 2014 and also operates his own financial service business, Security Financial Service. Mankameyer provides financial and insurance services through multiple affiliated entities. Regal Investment Advisors, operating as LionShare, offers model portfolio implementation and discretionary investment management to unaffiliated SEC- and state-registered advisers, serving their individual, high-net-worth, and corporate clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies within a sub-advisory platform.
Lee M
Series 65
Overland Park, KS
Creativeone Wealth, LLC
Lee Maulsby is a financial advisor with CreativeOne Wealth, LLC holding a Series 65 credential and five years of industry experience. He has worked at ChangePath, LLC since 2021 and Guardian Retirement Strategies since 2020. Outside of finance, he serves as a firefighter and paramedic with West Metro Fire Rescue and works as a CPR trainer. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement consulting services to individuals, corporations, plan sponsors, and other RIAs. The firm primarily manages discretionary accounts using a combination of proprietary and third-party models that include ETFs, mutual funds, individual equity managers, options strategies, and select private investments.
Jered H
Series 63, Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Jered Hunt is a financial advisor with Prevail Innovative Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Prevail since 2020, and concurrently serves as an Executive Program Administrator and Corporate Secretary for the American Academy of Family Physicians Insurance Services, Inc., where he oversees insurance operations and client consulting. Prior to Prevail, he held roles at Hornor Townsend & Kent Inc. and Penn Mutual Life Insurance Company. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and business owners. The firm offers discretionary asset management and customized portfolios using a mix of fundamental, factor, and quantitative optimization methods, with oversight from an Investment Committee.
Giacomo M
Series 63, Series 65
Overland Park, KS
Visionary Wealth Advisors, LLC
Giacomo Mannino is a financial advisor at Visionary Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Visionary Wealth Advisors since 2020. Prior to that, he was with Financial Engines Advisors L.L.C. for 10 years and Tmfs Advisors, Llc for 20 years. Outside of advising, he serves as president of JOJ Investments, a rental property business in Kansas City, MO. Visionary Wealth Advisors serves individuals, trusts, estates, retirement plans, and business entities through a multi-advisor team structure managing several billion dollars. The firm combines fundamental, technical, and cyclical analysis within an asset-allocation framework and offers both firm-designed and independent third-party managed portfolios.
Jason C
Series 65
Leawood, KS
FAS Wealth Partners, Inc.
Jason Calkins is a financial advisor at FAS Wealth Partners, Inc. with six years of industry experience. He holds the Series 65 designation and has worked at Financial Advisory Service, Inc. since 2018, following a 17-year tenure at DST Systems. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets across 24 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, utilizing a mix of asset allocation and manager-level strategies under a fiduciary standard.
Addison T
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Addison Tantillo is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes roles at Rye KC, Northwestern Mutual, and Kansas State University. American Century Investments Private Client Group provides discretionary investment management, financial planning, and brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses model portfolios managed by an internal investment committee and primarily invests clients’ portfolios in proprietary mutual funds and ETFs.
Dylan S
Series 66
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Dylan Sales is a financial advisor at Prevail Innovative Wealth Advisors, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Vintage Financial Group. Outside of advising, he is a non-voting member of PIWA-II, LLC, involved in certain financial services related to life and health insurance. Prevail Innovative Wealth Advisors is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, using a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to manage customized, risk-based portfolios.
Tysyn H
Series 66
Lenexa, KS
Copper Financial
Tysyn Hartman is a Series 66-licensed financial advisor with 10 years of industry experience. He has been with Copper Financial since 2019 and previously worked at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. Hartman serves as a board member of the Kansas Sports Hall of Fame, which honors individuals who have contributed to sports in Kansas. Copper Financial primarily serves credit union members, including those of its parent organization CommunityAmerica Federal Credit Union and unaffiliated Program Credit Unions. The firm offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online Guided Investing options for individual and institutional clients.
Tyler D
Series 65
Kansas City, MO
Prairie Capital Management Group, LLC
Tyler Dodd is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO. He holds a Series 65 designation and has four years of industry experience, including prior roles at Brownlie & Braden Advisors, LLC and KPMG, LLP. Prairie Capital Management Group serves high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach that includes developing investment policies, selecting third-party managers, and conducting ongoing performance reviews.
Fredric G
ChFC®, Series 63
Overland Park, KS
CreativeOne Securities, LLC
Fredric Goodman is a financial advisor with CreativeOne Securities, LLC, holding the ChFC® designation and a Series 63 license, and has 49 years of industry experience. His career includes 48 years running the Fredric E. Goodman Company and previous roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. He also serves as president of his own firm, the Fredric E. Goodman Company, which is involved in fixed insurance and annuity sales. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charities, and businesses through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management through its proprietary advisory platform.
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Finding advisors...
2,982 advisors near
66213
within the area shown on the map
Out of 400,000+ nationwide