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528 advisors near
67060
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Matthew C
Series 66
Wichita, KS
Wealth Alliance Advisory Group, LLC
Matthew Catlin is a financial advisor with Wealth Alliance Advisory Group, LLC in Wichita, KS, holding a Series 66 designation and 18 years of industry experience. He previously worked at UBS Financial Services Inc. for 10 years before joining Wealth Alliance Advisory Group and Mutual Securities, Inc. in 2017. Outside of his advisory role, Catlin is CEO and COO of Preferred Pension Solutions, LLC, a retirement plan administration and consulting business. Wealth Alliance Advisory Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, institutions, and businesses. The firm focuses on risk management and tailored asset allocation using a diversified mix of investment vehicles, including mutual funds, ETFs, independent managers, and alternative investments, supported by ongoing client consultation and due diligence.
Robert F
Series 66
Wichita, KS
AGH Wealth Advisors, LLC
Robert Frey Jr. is a financial advisor at AGH Wealth Advisors, LLC in Wichita, KS. He holds the Series 66 designation and has been working in the financial industry since 2022, with experience at LPL Financial and affiliated AGH entities. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions. The firm provides tailored, discretionary portfolio management and consulting services, utilizing a blend of fundamental and technical analysis along with third-party model strategies, and operates a firm-sponsored wrap fee program with execution and custody through LPL Financial.
Evan T
Series 66
Wichita, KS
AGH Wealth Advisors, LLC
Evan Terry is a financial advisor at AGH Wealth Advisors, LLC in Wichita, KS, holding a Series 66 designation with one year of industry experience. He has worked at AGH Wealth Advisors and LPL Financial LLC since 2021 and previously at Preferred Pension Solutions from 2016 to 2021. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions with portfolio management, retirement plan consulting, and financial planning. The firm uses a combination of fundamental and technical analysis along with third-party model strategies and operates a wrap fee program that integrates portfolio management, trade execution, and custody services.
Tommy L
Series 65
Wichita, KS
AdamsBrown Wealth Consultants LLC
Tommy Le is a Series 65-licensed financial advisor with AdamsBrown Wealth Consultants LLC in Wichita, KS. He has two years of industry experience and also works as a staff accountant providing tax and accounting services at Adams Brown, LLC. AdamsBrown Wealth Consultants offers wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment approach that emphasizes ETFs and mutual funds, managing accounts primarily on a discretionary basis with ongoing portfolio monitoring and due diligence.
Steven B
PFS™, Series 63
Wichita, KS
AdamsBrown Wealth Consultants LLC
Steven Baumrucker is a financial advisor with AdamsBrown Wealth Consultants LLC, holding the PFS™ designation and Series 63 license. He has 24 years of industry experience, including prior roles at Private Client Services, HD Vest Insurance Agency Inc, and Avantax Investment Services, INC. Baumrucker is also a partner at Adams, Brown, Beran & Ball, a public accounting firm, and serves as treasurer of Whiskey Creek Restaurant. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a multi-advisor team approach, utilizing ETFs, mutual funds, and other securities in a long-term, strategic portfolio construction process.
Matthew M
CFP®, Series 65
Wichita, KS
Pinion Wealth Management, LLC
Matthew Myers is a CFP® professional with three years of experience in financial advising. He has worked at Pinion Wealth Management, LLC since 2022 and previously held roles at Landmark National Bank and Banner Capital Bank. Pinion Wealth Management is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm provides personalized investment management, financial planning, and retirement-plan consulting, utilizing a combination of fundamental, technical, charting, and cyclical analysis to implement client strategies through various mandates and third-party platforms.
Timothy P
Series 66
Wichita, KS
AGH Wealth Advisors, LLC
Timothy Penner is a financial advisor with AGH Wealth Advisors, LLC in Wichita, KS, holding a Series 66 designation and 20 years of industry experience. He has been with AGH Wealth Advisors and LPL Financial LLC since 2013. AGH Wealth Advisors is an SEC-registered firm that serves individuals, retirement plans, trusts, estates, and institutions, providing portfolio management, retirement plan consulting, and financial planning. The firm offers tailored, discretionary investment management using a combination of fundamental and technical analysis, third-party model strategies, and operates a firm-sponsored wrap fee program with execution and custody services through LPL Financial.
Billy M
CFP®, Series 66
Wichita, KS
AdamsBrown Wealth Consultants LLC
Billy Muhizi is a CFP® with five years of industry experience, currently serving as a financial advisor at AdamsBrown Wealth Consultants LLC in Wichita, KS. His prior work includes roles at Private Client Services, CHS, and McPherson College. AdamsBrown Wealth Consultants offers wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment approach that emphasizes ETFs and mutual funds, managing accounts primarily on a discretionary basis while conducting ongoing portfolio monitoring.
Quincey B
Series 63, Series 66
Wichita, KS
AdamsBrown Wealth Consultants LLC
Quincey Bernard is a financial advisor at AdamsBrown Wealth Consultants LLC in Wichita, KS, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining AdamsBrown in 2024, he worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2022 to 2024. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm manages approximately $881 million in assets for about 1,485 clients, employing a multi-advisor team that uses a long-term, strategic approach incorporating ETFs, mutual funds, individual securities, and ongoing portfolio monitoring.
Gary D
Series 63, Series 65
Wichita, KS
Wealth Alliance Advisory Group, LLC
Gary Decker is a financial advisor at Wealth Alliance Advisory Group, LLC in Wichita, KS, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Securities, Inc. and UBS Financial Services Inc. He is a board member of Carson Bank and is involved as CEO and COO of Preferred Pension Solutions, LLC, a retirement plan administration and consulting firm. Wealth Alliance Advisory Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, institutions, and business entities. The firm emphasizes risk management and tailored asset allocation using a diversified mix of investment vehicles and maintains affiliated accounting and third-party administration firms.
Blake A
CFP®, Series 63
Wichita, KS
Pinion Wealth Management, LLC
Blake Allen is a Certified Financial Planner (CFP®) with 19 years of industry experience, currently serving at Pinion Wealth Management, LLC in Wichita, KS. He has worked with Purshe Kaplan Sterling Investments since 2018 and has been associated with Pinion Investment Advisors and related entities since 2002. Outside of his advisory role, Allen manages Girl Dad, LLC, a business focused on equipment rental. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors. The firm integrates accounting, consulting, and brokerage capabilities, using a variety of analytical approaches and sub-advisors to construct and monitor client portfolios.
Sheryl M
Series 63, Series 65, Series 66
Wichita, KS
Pinion Wealth Management, LLC
Sheryl Meyer is a financial advisor at Pinion Wealth Management, LLC with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has worked at Purshe Kaplan Sterling Investments, Inc since 2018, as well as at Securities America Inc from 2014 to 2018. She also serves as Chief Compliance Officer and assists advisors within her firm. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors, utilizing a combination of model portfolios, sub-advisors, and multiple analytical approaches to manage client assets. The firm’s ownership by a CPA entity and its affiliation with a broker-dealer and multiple sub-advisors differentiate its integrated service model.
Grover M
CFP®, Series 63, Series 65
Wichita, KS
AdamsBrown Wealth Consultants LLC
Grover Musser is a CFP® professional with 34 years of industry experience, currently serving as an investment advisor representative at AdamsBrown Wealth Consultants LLC since 2021. His prior experience includes roles at Private Client Services, Farm Bureau Wealth Management, U.S. Bancorp Investments, and Merrill. Musser is also an independent insurance agent based in Hays, KS. AdamsBrown Wealth Consultants provides wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment approach using ETFs, mutual funds, and individual securities, and offers discretionary portfolio management alongside consulting and planning services.
Jared V
CFA®, Series 66
Wichita, KS
AdamsBrown Wealth Consultants LLC
Jared Vitztum is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently with AdamsBrown Wealth Consultants LLC, where he has been since 2022, and previously worked with Private Client Services and Fort Hays State University. AdamsBrown Wealth Consultants provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, diversified investment approach with an emphasis on ETFs and mutual funds, managing accounts primarily on a discretionary basis and conducting ongoing portfolio monitoring.
Austin S
Series 66
Wichita, KS
Wealth Alliance Advisory Group, LLC
Austin Sander is a financial advisor with Wealth Alliance Advisory Group, LLC, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2017 and has been with Wealth Alliance Advisory Group since 2017. Sander is also a registered representative with Mutual Securities, involved in the broker side of the business. Wealth Alliance Advisory Group provides financial planning, investment management, and retirement plan consulting to individuals, trusts, estates, institutions, and businesses. The firm emphasizes risk management and tailored asset allocation, utilizing a range of investment vehicles including mutual funds, ETFs, independent managers, and alternative funds, supported by affiliated accounting and pension administration services.
Todd S
Series 66
Wichita, KS
AdamsBrown Wealth Consultants LLC
Todd Sullivant is a financial advisor with AdamsBrown Wealth Consultants LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Valic Financial Advisors, Inc., Agia, and Private Client Services. Outside of his advisory work, he is the owner and operator of Sullivant Family Ranch LLC. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, strategic investment approach with a multi-advisor team and manages approximately $881 million in assets.
Raymond H
Series 63, Series 66
Wichita, KS
United Capital Management Of Kansas, Inc.
Raymond Haskell is a financial advisor with United Capital Management of Kansas, Inc., holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with firms including StoneX Securities Inc, Cambridge Investment Research Inc, and Producers Financial Network, LLC. Haskell is also president of Haskell Financial Group LLC, which manages investment-related business operations. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans, as well as managing pooled vehicles. The firm uses an active, research-driven approach to construct diversified portfolios across multiple asset classes and provides both discretionary and non-discretionary portfolio management along with fiduciary retirement-plan consulting and estate-planning support.
Tanner C
Series 65
Wichita, KS
Pinion Wealth Management, LLC
Tanner Copeland is a financial advisor at Pinion Wealth Management, LLC with a Series 65 credential and two years of industry experience. Prior to joining Pinion Wealth, he worked at Smoky Hill Country Club and One Digital. He also assists agents and representatives at Pinion Insurance Agency and Purshe Kaplan Sterling. Pinion Wealth Management provides personalized investment advisory services to individuals, trusts, estates, and retirement plan sponsors. The firm employs a range of analytical approaches and utilizes model portfolios, sub-advisors, and the AssetMark platform to implement investment strategies.
Justin M
PFS™, Series 63, Series 66
Wichita, KS
AdamsBrown Wealth Consultants LLC
Justin Mitchell is a financial advisor with AdamsBrown Wealth Consultants LLC in Hutchinson, Kansas. He holds the PFS™ designation and has 24 years of industry experience. His prior work includes roles at HD Vest Insurance Agency, Avantax Investment Services, and various affiliated entities. Outside of advising, he is a partner and CPA involved in an accounting firm and serves as trustee for multiple irrevocable family trusts. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, strategic investment approach using ETFs, mutual funds, and individual securities, and operates with a multi-advisor team that oversees sub-advisors and conducts due diligence tailored to client goals and risk tolerance.
Brian S
Series 63, Series 65
Wichita, KS
AdamsBrown Wealth Consultants LLC
Brian Staats is a financial advisor with AdamsBrown Wealth Consultants LLC in Great Bend, Kansas, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with firms including Avantax Investment Services and HD Vest Advisory Services and is also president and CEO of an accounting and CPA firm. Additionally, Staats is involved in business consulting, technology, and property management ventures. AdamsBrown Wealth Consultants provides wealth management, discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high net worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a long-term, strategic approach using ETFs, mutual funds, stocks, bonds, and other instruments, managing roughly $881 million in assets for about 1,485 clients through a multi-advisor team.
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Finding advisors...
528 advisors near
67060
within the area shown on the map
Out of 400,000+ nationwide