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122 advisors near
64079
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Out of 400,000+ nationwide
Cale F
Series 65
Leavenworth, KS
Money Concepts Capital Corp
Cale Fields is a Series 65-licensed financial advisor at Money Concepts Capital Corp with one year of industry experience. He has worked with Money Concepts Advisory Services and Financial Strategies at Mutual Savings since 2024. Outside of advisory roles, he has held positions including sales assistant within Mutual Savings Association and its subsidiary, Financial Strategies, supporting client engagement and organizational collaboration. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, and corporations. The firm employs model-driven and asset-allocation approaches, offering a range of discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.
Kevin W
Series 63, Series 65
Leavenworth, KS
First Command Advisory Services
Kevin Wiley is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. He has two years of industry experience, including positions at multiple First Command affiliates since 2024. Prior to his advisory career, Wiley served 28 years in the U.S. Army. Outside of finance, he co-owns a small family farm and outdoor business in Leavenworth, Kansas, selling farm fresh eggs, honey, vegetables, and processing wild game. First Command Advisory Services is an SEC-registered firm serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs built from mutual funds, ETFs, and third-party managers, using a centralized team to oversee model portfolios and discretionary implementation.
Corey M
Series 63
Gladstone, MO
Ameriprise
Corey Means is a financial advisor with Ameriprise in Gladstone, MO, holding a Series 63 designation and 15 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he manages a business-related expense company as president of Corey S Means LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing planning advice focused on retirement income, utilizing a centralized service team and drawing on investment research and algorithmic analysis.
Dakota L
Series 66
Parkville, MO
Edward Jones
Dakota Luke is a financial advisor with Edward Jones in Parkville, MO, holding a Series 66 designation and seven years of experience with the firm. Prior to joining Edward Jones, he worked at Select Quote and Walmart, and served with Maryville Public Safety. He also offers notary services in his community without charge. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients and manages approximately $1.01 trillion in assets. The firm offers a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Michelle R
Series 66
Kansas City, MO
LPL Financial
Michelle Reek is a financial advisor with LPL Financial in Kansas City, MO, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Wells Fargo Advisors and Skyline Rooftops, as well as six years at Shamrock Trading Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 participant-level retirement advice, supported by extensive operational and research tools.
Patrick S
Series 66
Parkville, MO
LPL Financial
Patrick Stobaugh is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Agia, Valic Financial Advisors, and Edward Jones. He serves as Treasurer for the English Landing PTA, managing budget reports and financial statements for the organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, leveraging both proprietary research and third-party strategies.
Scott E
Series 63, Series 65
Kansas City, MO
J.P. Morgan Securities
Scott Eastman is a financial advisor with J.P. Morgan Securities in Kansas City, MO, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Edward Jones and Security Bank of Kansas City. He also has experience outside of finance, having worked at Uptown Theater for five years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.
Jason B
Series 66
Gladstone, MO
Ameriprise
Jason Berve is a financial advisor with Ameriprise in Gladstone, MO, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Edward Jones, Independent Financial Group, LPL Financial, and CUSO Financial Services. He is also affiliated with Mazuma Wealth Management as a financial advisor. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research and modeling to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.
Katharine E
Series 66
Parkville, MO
Edward Jones
Katharine Eck is a Series 66-licensed financial advisor with Edward Jones in Parkville, MO, where she has worked since 2018. She has seven years of industry experience and is also a partner in an event management company, Fifteen Zero One, LLC. Prior to joining Edward Jones, she was involved with Hope Faith Ministries and Wildtree. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive advisor and branch network and offers services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
James M
CFP®, Series 63
Kansas City, MO
LPL Financial
James Mcmurtry is a CFP®-designated financial advisor with 37 years of industry experience. He is currently with LPL Financial and has previously worked at Wells Fargo Advisors Financial Network LLC for 16 years. He has partial ownership of Emerald Legacy Advisors, LLC in Kansas City, MO. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to financial planning, model portfolios, third-party asset management, and institutional platforms through a large network of investment adviser representatives.
Logan B
Series 66
Platte City, MO
LPL Enterprise
Logan Barnard is a financial advisor with LPL Enterprise holding a Series 66 designation and has one year of industry experience. Prior to joining LPL Enterprise, he was affiliated with PRUCO Securities, LLC and The Opus Group. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s approach includes the use of model-driven portfolios developed by internal research and third-party strategists, offering financial planning, access to asset managers, and participation in wrap programs.
Jared S
Series 66
Kansas City, MO
Thrivent Investment Management
Jared Schelp is a financial advisor at Thrivent Investment Management based in Kansas City, MO, with four years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and in public education with Olathe Public Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning focused on a broad range of topics, with planning services delivered separately from managed-account programs.
Thomas L
Series 63, Series 65
Weatherby Lake, MO
LPL Financial
Thomas Losby is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and several advisory firms. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
Tiffany B
Series 66
Platte City, MO
Edward Jones
Tiffany Brand is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. She previously worked at LPL Financial, BMO Bank NA, Bank of America, and Merrill Lynch. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large nationwide network of financial advisors and branch offices.
Myron S
Series 63, Series 65
Kansas City, MO
Thrivent Investment Management
Myron Schelp is a financial advisor with Thrivent Investment Management in Kansas City, MO, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he manages a farm property that is cash rented for agricultural use. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations on a wide range of financial topics without managing client portfolios directly. The firm’s approach centers on holistic, goal-based analyses and allows clients to combine planning services with managed accounts under an integrated billing option.
Adam S
Series 63, Series 65
Gladstone, MO
Cambridge Investment Research Advisors
Adam Schwery is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at COUNTRY Trust Bank, Country Capital Management Co, and COUNTRY insurance affiliates. Outside of his advisory work, he serves as treasurer for the Gladstone Kiwanis and holds board memberships with the Briarcliff Business Partner Alliance and Heart of the Redeemer Covenant Community. 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 independent Financial Professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.
Clayton M
Series 66
Kansas City, MO
Edward Jones
Clayton Minnick is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he operated Clayton's Lawn Service, LLC for 13 years and worked at Vanit Delivery for a year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products, supported by a large nationwide network of advisors and branch offices.
Seth K
Series 66
Kansas City, MO
LPL Financial
Seth Keethler is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at Commerce Brokerage Services, Edward Jones, Coloff Media, and Hawkeye Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms with various investment strategies and operational support tools.
Thad K
Series 66
Lansing, KS
Edward Jones
Thad Krasnesky is a Series 66-credentialed financial advisor at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2018, he served in the United States Army from 2011 to 2018 and briefly worked at the Jackson County Family Court. Outside of his advisory role, he co-owns a yoga studio in Leavenworth, Kansas, where he assists with marketing, promotions, online events, and accounting. 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 operates under a fiduciary standard and maintains an extensive nationwide network of advisors and branch offices.
Joseph H
Series 66
Parkville, MO
Thrivent Investment Management
Joseph Henson is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has been with Thrivent and its related entities since 2022. Prior to his financial advisory roles, he worked with the Platte County Board of Services and the Platte County R3 School District. Outside of his financial advisory work, Henson serves as an official in wrestling events. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers clients the option to combine planning with managed-account services through its WealthPlan billing program.
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Finding advisors...
122 advisors near
64079
within the area shown on the map
Out of 400,000+ nationwide