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Martin G

CFP®, Series 66

Overland Park, KS

Advisory Services Network

Martin Garrison is a CFP® with 18 years of industry experience, currently affiliated with Advisory Services Network since 2022. His prior roles include positions at Mariner Wealth Advisors and FirstPoint Financial. Outside of financial advising, he is an author and co-founder of a motivational message subscription service, and he is involved in book publishing and ghostwriting activities. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with a range of investment strategies tailored to client objectives.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Jacob S

CFP®, Series 66

Overland Park, KS

Creativeone Wealth, LLC

Jacob Snyder is a CFP® with 11 years of experience in financial advising. He is currently with CreativeOne Wealth, LLC and previously worked at Raymond James Financial Services and Fidelity Investments. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing a variety of investment strategies including modern portfolio theory and quantitative analysis.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Michael R

CFA®, Series 63

Kansas City, MO

American Century Investments Private Client Group, Inc.

Michael Rose is a CFA® charterholder with 19 years of industry experience. He has worked at American Century Investment Services, Inc. since 2005 and is currently affiliated with American Century Investments Private Client Group, Inc. in Kansas City, MO. American Century Investments Private Client Group, Inc. provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation and portfolio diversification through model portfolios managed by an internal Investment Committee, offering clients access to mutual funds and ETFs, including affiliated funds.

Tax-loss harvesting
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Eric W

Series 63, Series 65

Overland Park, KS

The Wealth Consulting Group

Eric Wymore is a financial advisor with The Wealth Consulting Group and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including roles at LPL Financial and V Wealth Management. Wymore provides investment advisory services through WCG Wealth Advisors, LLC, an independent registered investment advisor. The Wealth Consulting Group offers fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process that incorporates fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways through attorney referrals and estate-document support.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Aaron I

Series 63, Series 65, Series 66

Overland Park, KS

BOK Financial Securities, Inc.

Aaron Israelite is a financial advisor at BOK Financial Securities, Inc. with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior work includes eight years at Umb before joining BOK Financial Securities and BOKF, NA in 2017. BOK Financial Securities, operating as BOK Financial Advisors, serves a diverse client base including individuals, high-net-worth investors, corporations, retirement plans, government agencies, municipalities, and institutional clients. The firm offers non-discretionary, fee-based investment management through its Guided Portfolio Solutions program, supported by research from its affiliate Strategic Investment Advisors, and maintains affiliations with banking entities and municipal advisory services.

Wealth management Retirement income strategy Income planning Real estate investing
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Cameron J

Series 63, Series 65

Prairie Village, KS

Dynamic

Cameron Juhnke is a financial advisor at Dynamic with nine years of industry experience. His prior roles include positions at Creative Planning, Inc., Waddell & Reed, Inc., HD Vest Investment Services, and K.L. Johnson and Associates. He holds Series 63 and Series 65 licenses and is based in Prairie Village, KS. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, retirement plan services, and support for other advisers. The firm emphasizes a long-term, client-specific investment approach and provides technology, compliance, and operational support to unaffiliated registered investment advisers.

Private / alternative investments Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Retired Executive
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Steven S

Series 63, Series 66

Overland Park, KS

CreativeOne Securities, LLC

Steven Scaletty is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2011. Outside of his primary role, Scaletty is president of Secure Financial Services, Inc., where he is involved in fixed insurance product sales, and he also serves as an advisor for Associates Financial Group. Additionally, he is a licensed notary public. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management supported by fundamental and cyclical security analysis.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Benjamin E

Series 65

Overland Park, KS

Intellicents Investment Solutions Inc

Benjamin Easters is an advisor at Intellicents Investment Solutions Inc. He holds a Series 65 designation and has been with Intellicents since 2024. Prior to his advisory role, he worked at KU Athletics and Dempsey's, and has a background in full-time education. Intellicents Investment Solutions serves retirement plan sponsors, third-party administrators, individual clients, charities, and institutional accounts. The firm focuses on long-term, buy-and-hold investment strategies and offers a range of services including retirement plan consulting, wealth management, and participant education.

Founder/Business Owner Retired
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Austin A

Series 66

Overland Park, KS

Smith, Moore & Co.

Austin Alejos is a financial advisor at Smith, Moore & Co. with six years of industry experience. He holds the Series 66 designation and has worked at Smith, Moore & Co. since 2019. Prior to that, his work history includes roles at Paragon Capital Management and several educational institutions. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans. The firm employs an open-architecture investment approach that combines proprietary models, individual advisor portfolio construction, and outsourced managers to align with clients’ objectives and risk tolerances.

Business succession planning Founder/Business Owner Executive
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David N

Series 65

Leawood, KS

Cetera Planning Partners

David Nyman is a Series 65-licensed financial advisor with Cetera Planning Partners, where he has worked since 2018. He has five years of industry experience and previously worked in academic roles at Avila University and Mid-America Nazarene University. Outside of finance, he operated a cleaning service for ten years. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process that results in personalized financial plans and emphasizes diversified portfolios using mutual funds and ETFs aligned with client risk tolerance.

General retirement planning Social Security optimization Retirement income strategy Retired
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Desiree P

Series 63, Series 65

Kansas City, MO

American Century Investments Private Client Group, Inc.

Desiree Porter is a financial advisor at American Century Investments Private Client Group, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining American Century Investment Services, Inc., she held roles at the Kansas City Area Development Council, Lawrence Public Library, and the University of Kansas. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios emphasizing strategic asset allocation and diversification, offering clients access to American Century and Avantis mutual funds and ETFs.

Tax-loss harvesting
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Nicholas M

Series 65, Series 63

Overland Park, KS

Creativeone Wealth, LLC

Nicholas Meilak is a financial advisor at CreativeOne Wealth, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Charles Schwab, FAS Wealth Partners, and TD Ameritrade. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary model portfolios and third-party managers, employing various investment strategies including ETFs, mutual funds, options, and private investments.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Anthony L

Series 65

Overland Park, KS

Creativeone Wealth, LLC

Anthony Le is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at AAA Club Alliance and Walgreens. He is also involved with Financial Life Matters, focusing on client retirement account analysis and servicing current clients. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Daniel G

Series 63, Series 66

Overland Park, KS

Creativeone Wealth, LLC

Daniel Gould is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes roles at Blue Valley Commodities and Financial Partners Group. Outside of advisory services, he is involved with Blue Valley Commodities, a wholesaler of agricultural products, and serves as a Medicare representative for American Republic Insurance Services. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option strategies to deliver customized portfolio solutions.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Kenrick T

CFP®, Series 66

Kansas City, MO

American Century Investments Private Client Group, Inc.

Kenrick Thompson is a CFP®-certified financial advisor with 11 years of industry experience, currently with American Century Investments Private Client Group, Inc. He has worked at firms including LPL Financial and Waddell & Reed, and is also involved in several outside business ventures such as owning a flooring sales company and serving as a real estate agent and property owner. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios emphasizing strategic asset allocation and diversification, primarily through affiliated mutual funds and ETFs.

Tax-loss harvesting
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Scott A

CFP®, ChFC®, Series 63, Series 66

Lenexa, KS

Copper Financial

Scott Adams is a CFP® and ChFC® with 31 years of industry experience. He has been with Copper Financial Network LLC since 2014. Outside of his advisory role, Adams is involved in dog breeding, farming, and cattle ranching, and he provides foster care for adults with disabilities. Copper Financial serves credit union members and institutional clients by offering financial planning, brokerage services, and discretionary portfolio management through third-party manager referrals. The firm combines fiduciary advisory services with in-house model portfolios and maintains operational ties to CommunityAmerica Federal Credit Union.

General retirement planning Income planning Self-Employed
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Ryan W

CFP®, Series 66

Overland Park, KS

The Wealth Consulting Group

Ryan Wilkerson is a CFP®-certified financial advisor with 10 years of industry experience, currently with The Wealth Consulting Group. His prior roles include positions at LPL Financial, V Wealth Advisors, and Waddell & Reed. He is also an at-large member of the Overland Park South Rotary nonprofit board. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, high-net-worth clients, corporations, retirement plans, and trusts. The firm employs a blend of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers a range of services including discretionary portfolio management, financial planning, and access to third-party money managers.

ESG / Sustainable investing Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner Executive SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
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Kevin K

Series 63, Series 65

Lees Summit, MO

On Investment Management CO

Kevin Kemmerer is a financial advisor at On Investment Management Company with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with On Investment Management Company, The O.N. Equity Sales Company, and Ohio National Financial Services since 2014. Outside of his advisory work, he is also involved in life and health insurance sales through Summit Pointe Financial Group. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based planning, access to third-party investment programs, and managed account options, serving both non-discretionary and discretionary client relationships.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
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Tyler E

CFP®, Series 65

Leawood, KS

FAS Wealth Partners, Inc.

Tyler Eckert is a CFP® with five years of industry experience, currently serving as a financial advisor at FAS Wealth Partners, Inc. He previously worked at Aspyre Wealth Partners and has experience at organizations including Jamf Software and the University of Wisconsin. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment approach focuses on asset allocation aligned with client objectives, incorporating internal and third-party portfolio management, tax-aware strategies, and the use of alternative investment vehicles.

Tax-loss harvesting Retirement income strategy Debt management
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Maxwell B

Series 63, Series 65

Leawood, KS

American Century Investments Private Client Group, Inc.

Maxwell Brown is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining his current firm, he worked at Sunflower Bank and held positions at the University of Kansas and Emporia Recreation Center. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related services to individuals, trusts, estates, charitable organizations, and business entities, typically serving households with a minimum relationship threshold of $50,000. The firm offers advice through model portfolios managed by in-house teams and emphasizes proprietary mutual funds and ETFs.

Tax-loss harvesting
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