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96 advisors near
66043
within the area shown on the map
Out of 400,000+ nationwide
Logan B
Series 66
Platte City, MO
LPL Enterprise
Logan Barnard is a financial advisor with LPL Enterprise, holding a Series 66 credential and one year of industry experience. Prior to joining LPL Enterprise in 2024, he worked with PRUCO Securities, LLC and The Opus Group. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining adviser programs with other financial product sales.
Richard N
Series 63, Series 66
Tonganoxie, KS
Morgan Stanley
Richard Newman is a financial advisor with Morgan Stanley in Tonganoxie, Kansas, holding Series 63 and Series 66 designations. He has 43 years of industry experience, including over a decade with Morgan Stanley Private Bank and more than 17 years with Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.
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, The L E Smith Company, and Lincoln Financial Advisors Inc. 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, and retirement plan consulting, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.
Tiffany B
Series 66
Platte City, MO
Edward Jones
Tiffany Brand is a Series 66 licensed financial advisor with five years of industry experience. She currently works with Edward Jones and has previously held roles at LPL Financial, BMO Bank NA, Bank of America, and Merrill Lynch. 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 and investment solutions supported by a nationwide network of more than 23,700 advisors and a fiduciary standard of care.
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.
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 with LPL Financial in Kansas City, MO, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Commerce Brokerage Services, Edward Jones, and Coloff Media, as well as work at Hawkeye Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, incorporating research-supported model portfolios and various management strategies.
Weldon A
Series 63, Series 66
Basehor, KS
LPL Financial
Weldon Abell is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at LPL Financial since 2017 and National Planning Corporation since 1999. In addition to his advisory roles, he has operated W.T. Abell Investigations for 30 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, 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, employing model portfolios and research from both internal and third-party sources.
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.
Olivia C
Series 66
Kansas City, MO
Edward Jones
Olivia Cross is a Series 66–licensed financial advisor with four years of industry experience. She currently works at Edward Jones in Kansas City, MO, and previously held positions at Copper Financial Network and North American Savings Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.
Kenneth H
Series 65, Series 63
Platte City, MO
Cetera
Kenneth Hamada is a financial advisor with Cetera Wealth Services, LLC, holding Series 65 and Series 63 credentials and 28 years of industry experience. He has been with Cetera since 2025 and previously worked at Avantax Insurance Services and Independent Financial Group LLC. Outside of his advisory roles, he manages a tax preparation firm and serves as a board member for the Northern AZ Foundation for Catholic Education. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management, financial planning, and consulting services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.
Eric B
Series 66
Kansas City, MO
Edward Jones
Eric Brockmeier is a Series 66-licensed financial advisor with Edward Jones in Kansas City, MO, where he has worked since 2019. He has five years of industry experience, including prior roles at MidAmerica Nazarene University, the University of Missouri Kansas City, and Precision Marketing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory solutions supported by a large network of financial advisors and branch offices nationwide.
Gregory N
CFP®, Series 66
Leavenworth, KS
Edward Jones
Gregory Nash is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Lennox International for one year. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.
Tyler J
Series 66
Lansing, KS
Edward Jones
Tyler Jinks is a financial advisor at Edward Jones in Lansing, Kansas, with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Lineage from 2011 to 2018. He holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
James T
Series 63, Series 65
Riverside, MO
Ameriprise
James Thomas is a financial advisor at Ameriprise in Kansas City, MO, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2009, including a brief tenure at American Century Investment Services. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a centralized consulting team and algorithmic tools to develop customized retirement plans, focusing on assets held within Ameriprise-managed accounts.
William R
Series 66
Tonganoxie, KS
Fidelity
William Raney is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 credential and has worked at several firms, including Cambridge Investment Research Advisors and First Command Brokerage Services. His background also includes roles outside the financial sector, such as employment at PRG Prototyping and Forterra Pipe and Precast. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its advisory role to multiple registered investment companies and use of algorithmic methods and AI in its research.
Brian K
ChFC®, Series 66
Leavenworth, KS
Edward Jones
Brian Keeley is a financial advisor at Edward Jones in Leavenworth, KS, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2013. 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 supported by a large network of financial advisors and branch offices nationwide.
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.
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Finding advisors...
96 advisors near
66043
within the area shown on the map
Out of 400,000+ nationwide