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271 advisors near
66606
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Out of 400,000+ nationwide
Weston W
Series 66
Topeka, KS
OFG Financial Services, Inc.
Weston Woodring is a financial advisor at OFG Financial Services, Inc. with two years of industry experience and holds a Series 66 designation. He also serves as a youth minister at Joplin Calvary Church of the Nazarene and is involved with Acumen Fiscal Agent LLC, where he supports individuals with special needs. OFG Financial Services is a multi-advisor SEC-registered investment adviser serving individuals and corporate clients with approximately $271 million in client assets. The firm offers portfolio management using fundamental analysis, written financial planning, and consulting services, operating on a non-discretionary basis and often integrating broker-dealer and insurance activities.
Travis J
Series 65
Topeka, KS
Retirewise Tax and Wealth Advisors, Inc.
Travis Jantz is a financial advisor at RetireWise Tax and Wealth Advisors, Inc. with one year of industry experience. He holds the Series 65 designation and has been a partner at Stockyards Brewing Co., a beer production company, since 2022. Prior to joining RetireWise, he has been affiliated with Trajan, Inc. since 2002. RetireWise Tax and Wealth Advisors, Inc. provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm structures client portfolios into segments based on time horizons and integrates tax considerations, utilizing third-party asset managers and model strategies as part of its approach.
Joanna B
Series 66
Topeka, KS
Endeavor Private Wealth, Inc.
Joanna Bambo is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Raymond James Financial and Starr Wealth Management. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing about $595 million through a team of ten advisors. The firm employs a mix of active and passive investment strategies with in-house and independent managers and offers services including financial planning, consulting, and fiduciary and non-fiduciary plan sponsor solutions.
Matthew C
Series 65, Series 63
Topeka, KS
OFG Financial Services, Inc.
Matthew Campbell is a financial advisor at OFG Financial Services, Inc. in Topeka, KS, holding Series 65 and Series 63 licenses with two years of industry experience. His prior roles include teaching positions at Pittsburg State University, Fort Scott Community College, and Fort Scott High School. OFG Financial Services is a multi-advisor SEC-registered investment adviser serving individuals and corporate clients with approximately $271 million in client assets. The firm employs fundamental analysis to construct portfolios across multiple platforms, provides written financial planning and limited consulting, and manages accounts on a non-discretionary basis.
Heidi M
Series 63, Series 65
Topeka, KS
Endeavor Private Wealth, Inc.
Heidi Mark is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Endeavor Private Wealth since 2021. Her prior experience includes roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to individuals, families, institutions, and businesses. The firm employs a blend of active and passive strategies to build tax-aware, risk-adjusted portfolios and offers both wrap fee programs and separately managed account platforms.
Derrick B
CFP®, Series 63
Topeka, KS
Equity Wealth Partners, LLC
Derrick Barger is a CFP® with seven years of industry experience, currently serving as an advisor at Equity Wealth Partners, LLC. His prior roles include positions at Northwestern Mutual Wealth Management Company and Brian Ismert. Equity Wealth Partners advises individuals, high-net-worth clients, trusts, estates, and businesses with integrated wealth management services, combining discretionary portfolio management and financial planning. The firm serves approximately 900 households through an eight-advisor team and manages over $250 million in assets, emphasizing a primarily long-term investment approach using diversified, low-cost funds and individual securities.
Jonathan B
Series 65
Topeka, KS
Carlson Financial
Jonathan Brobst is a financial advisor with Carlson Financial in Topeka, KS. He holds a Series 65 designation and has two years of industry experience. Outside of his advisory role, he owns and operates Yellow Brick Property Solutions, a real estate house-flipping business. Carlson Financial provides retirement planning and wealth management services to individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets and employs a cash-flow–based financial planning process with portfolios primarily built from equities and exchange-traded funds.
Larry D
Series 63, Series 65
Topeka, KS
OFG Financial Services, Inc.
Larry Davenport is a financial advisor with OFG Financial Services, Inc. in Fort Scott, KS, holding Series 63 and Series 65 registrations and bringing 25 years of industry experience. He has been with OFG Financial Services since 2002. Outside of his advisory role, he is involved with SEK Financial Services, LLC, where he spends a significant portion of his time on retirement planning and insurance services. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to construct portfolios primarily featuring no-load mutual funds and listed securities, managing accounts on a non-discretionary basis.
Katherine M
Series 63, Series 65
Topeka, KS
OFG Financial Services, Inc.
Katherine Mcmaster is a financial advisor with OFG Financial Services, Inc. in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked with OFG since 2009 and serves as an Investment Advisor Representative for Cobbler Capital Management LLC since 2016. Additionally, she spends part of her time enrolling eligible participants into Section 125 benefit plans. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to build portfolios focused on no-load mutual funds and listed securities, offering non-discretionary portfolio management along with written financial planning and consulting.
Colton W
CFP®, Series 66
Topeka, KS
Clayton Wealth Partners
Colton Walker is a CFP® and Series 66-licensed financial advisor with six years of industry experience. He has worked at Clayton Wealth Partners since 2021 and previously spent three years at Ameriprise Financial Services, Inc. Prior to his financial services career, he was employed by Nike Inc. from 2013 to 2018. Clayton Wealth Partners serves individuals and families—including high-net-worth clients and younger professionals—along with trusts, estates, foundations, endowments, and employer retirement plans. The firm provides wealth management through discretionary asset management, comprehensive financial planning, and project-specific consultations, using model portfolios that emphasize low-cost mutual funds and ETFs and incorporate sustainable/ESG options.
Reagan H
Series 65
Topeka, KS
Carlson Financial
Reagan Huskisson is a financial advisor at Carlson Financial with a Series 65 designation and no prior industry experience. Before joining Carlson Financial, he worked in education at several schools and also at Dutch Bros. Coffee. Carlson Financial is a retirement planning and wealth management firm serving individuals, trusts, small businesses, family offices, and institutional clients. The firm manages approximately $632 million in discretionary assets and employs a cash-flow–based financial planning process with portfolios primarily composed of equities and exchange-traded funds.
James W
CFA®
Topeka, KS
Clayton Wealth Partners
James Walden is a CFA® charterholder with six years of experience at Clayton Wealth Partners in Topeka, KS, where he has worked since 2013. He is part of a seven-advisor team at the firm. Clayton Wealth Partners serves individuals and families, including high-net-worth clients and younger professionals, as well as trusts, estates, foundations, endowments, and employer retirement plans. The firm provides wealth management through discretionary asset management, comprehensive financial planning, and retirement-plan advisory support, using model portfolios that emphasize low-cost mutual funds and ETFs.
Sean B
Series 65
Topeka, KS
Clayton Wealth Partners
Sean Bounous is a financial advisor at Clayton Wealth Partners in Topeka, KS, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Academy Sports and Outdoors and service in the Kansas National Guard. Clayton Wealth Partners serves individuals and families, including high-net-worth clients and younger professionals, as well as trusts, estates, foundations, endowments, and employer retirement plans. The firm combines discretionary asset management and comprehensive financial planning with model portfolios that emphasize low-cost mutual funds and ETFs, managing investments on a discretionary basis with ongoing rebalancing and active trading when appropriate.
Mason K
Series 63, Series 65
Topeka, KS
OFG Financial Services, Inc.
Mason Knopp is a financial advisor with OFG Financial Services, Inc. in Fort Scott, Kansas, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His work history includes roles at SEK Financial LLC, First Guaranty Bank, and Southern Louisiana University. Outside of financial advising, he is involved in personal cattle operations. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to construct portfolios emphasizing no-load mutual funds and listed securities, offering non-discretionary management and documented client objectives prior to recommendations.
Vincent B
Series 66
Topeka, KS
Compass Wealth
Vincent Buttaro II is a financial advisor at Compass Wealth with 12 years of industry experience. He holds the Series 66 designation. His prior experience includes roles at Edward Jones and various Cetera entities before joining Compass Retirement Group LLC. Compass Retirement Group, LLC serves individual and high-net-worth clients with a focus on retirement investing and income replacement. The firm offers discretionary investment management, integrated financial planning, and estate-planning support, utilizing asset-allocation models and third-party managers to manage portfolios on a discretionary basis.
Jonathan G
Series 63, Series 65
Topeka, KS
OFG Financial Services, Inc.
Jonathan Gatz is a financial advisor with OFG Financial Services, Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He previously worked at Royal Alliance and National Planning Corporation. Outside of his advisory role, he is involved in marketing securities and insurance products through his ownership in related business entities. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm uses fundamental analysis to build portfolios emphasizing no-load mutual funds and listed securities, managing accounts on a non-discretionary basis and documenting client objectives before recommendations.
Ashton R
Series 65
Topeka, KS
Endeavor Private Wealth, Inc.
Ashton Rake is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, holding a Series 65 credential. He has one year of industry experience, having joined Endeavor Private Wealth in 2026 after roles at several other companies including Northwestern Mutual and Walgreens. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million across discretionary and non-discretionary accounts with a team of ten advisors. The firm employs a mix of active and passive investment strategies and provides services including wealth management, financial planning, fiduciary support, and access to alternative investments.
Thomas M
Series 63, Series 65
Topeka, KS
Stirlingshire Investments
Thomas Munker is a financial advisor at Stirlingshire Investments in Topeka, KS, with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Client One Securities, LLC for ten years. Outside of advisory work, he is involved in insurance sales, focusing on life, health, variable contracts, and long-term care insurance under Munker Financial. Stirlingshire Investments serves individuals, trusts, and other entities with discretionary portfolio management, financial planning, and IRA rollover advice, offering access to a wide range of investment instruments tailored to client profiles. The firm employs multiple analytical approaches to portfolio construction and manages most accounts on a discretionary basis, with a distinctive operational structure that includes affiliation with a broker-dealer and a large office network.
Alexander H
Series 65
Topeka, KS
Carlson Financial
Alexander Hammersley is a financial advisor at Carlson Financial with a Series 65 designation and three years of industry experience. His prior roles include positions at UHY Advisors MO, Inc., BDO USA, LLP, The College of William & Mary, and Christopher Newport University. Carlson Financial serves pre-retirees and retirees as well as individual, trust, small business, family office, and endowment clients, providing comprehensive financial planning and ongoing investment advisory services. The firm uses a cash-flow-based planning process and discretionary portfolios focused on equities and ETFs, with investment decisions managed by a dedicated team employing various analytical techniques.
Zachary P
CFP®, Series 66
Topeka, KS
Clayton Wealth Partners
Zachary Pohlenz is a CFP® and holds a Series 66 license with seven years of industry experience. He is currently with Clayton Wealth Partners, where he has worked since 2020, following prior roles including Ameriprise Financial Services. He has also been involved in non-financial work at Radina's Coffeehouse. Clayton Wealth Partners is a fee-only, SEC-registered adviser serving individuals, families, and institutional clients. The firm offers wealth management, retirement plan advisory, and trust investment services, employing discretionary management through model portfolios that include sustainable options, with a focus on long-term holding and active monitoring.
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Finding advisors...
271 advisors near
66606
within the area shown on the map
Out of 400,000+ nationwide