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Brae B
Series 65
Wichita, KS
OLIO Financial Planning
Brae Beggs is a Series 65 licensed financial advisor with seven years of industry experience, currently with OLIO Financial Planning. Prior to joining OLIO, he worked at DeFrate & Paavola, LLC for five years. Outside of his advisory role, he is the founder of A Hole In None, a business creating and selling handmade t-shirt patches on Etsy and eBay. OLIO Financial Planning serves individual clients across wealth levels, retirement plans, charitable organizations, and corporations, managing approximately $600 million in assets. The firm offers comprehensive financial planning, investment consultation, and portfolio management using a buy-and-hold approach with ETFs, mutual funds, and select securities, and employs project-based and fixed fee structures.
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.
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.
Darren P
Series 63, Series 65
Wichita, KS
TBG-Bedford Group LLC
Darren Pracht is a financial advisor at TBG-Bedford Group LLC in Wichita, KS, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc. since 2011. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm follows a long-term, disciplined investment approach emphasizing strategic asset allocation, risk management, and customized portfolios.
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.
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.
Kristy B
Series 66
Wichita, KS
Aurora Private Wealth, Inc.
Kristy Berger is a financial advisor with Aurora Private Wealth, Inc. She holds a Series 66 designation and has 18 years of industry experience. Her prior work includes roles at Planned Professional Advisory and Comprehensive Asset Management & Servicing, Inc. Outside of advising, she is a partner in a farm and livestock operation raising cattle and horses. Aurora Private Wealth, Inc. is an SEC-registered investment adviser serving individuals, trusts, estates, pension plans, and charitable organizations. The firm offers financial planning, consulting, and both discretionary and non-discretionary investment management through a team-based approach.
Carsen P
Series 66
Wichita, KS
TBG-Bedford Group LLC
Carsen Pracht is a financial advisor with TBG-Bedford Group LLC in Wichita, KS, holding a Series 66 designation and two years of industry experience. Prior to joining TBG-Bedford Group in 2026, he worked at Ameriprise Financial Services LLC from 2024 to 2026, and has held various roles in educational institutions between 2014 and 2024. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm follows a long-term, disciplined investment approach emphasizing strategic asset allocation, risk management, and customized portfolios using a mix of mutual funds, ETFs, individual securities, private placements, and third-party managers.
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.
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.
John W
Series 63, Series 66
Wichita, KS
TBG-Bedford Group LLC
John Willson is a financial advisor with TBG-Bedford Group LLC based in Wichita, KS, holding Series 63 and Series 66 designations and over 35 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC from 2009 to 2026. TBG-Bedford Group provides financial planning, consulting, investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. The firm employs a long-term, disciplined investment approach focused on strategic asset allocation, risk management, and customized portfolios using a mix of mutual funds, ETFs, individual securities, and third-party managers.
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.
Jeffrey A S
Series 63, Series 65
Wichita, KS
AdamsBrown Wealth Consultants LLC
Jeffrey A. Smith is a financial advisor at AdamsBrown Wealth Consultants LLC with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Intrust Bank, LPL Financial, and Private Client Services. In addition to his advisory role, he is an independent insurance agent. 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 follows a long-term, diversified investment approach using ETFs, mutual funds, and individual securities, and offers discretionary portfolio management as well as consulting services.
Brian G
CFP®, Series 66
Wichita, KS
AGH Wealth Advisors, LLC
Brian Gensch is a CFP® professional with 17 years of industry experience, currently serving as an advisor at AGH Wealth Advisors, LLC since 2011. He has also been affiliated with LPL Financial since 2008. Outside of his advisory work, he is involved as an insurance agent offering life, disability, and long-term care products. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions with portfolio management, financial planning, and retirement plan consulting. The firm provides tailored discretionary investment management using both fundamental and technical analysis and operates a firm-sponsored wrap fee program with execution and custody services through LPL Financial.
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Finding advisors...
477 advisors near
67235
within the area shown on the map
Out of 400,000+ nationwide