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3,147 advisors near
66220
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Out of 400,000+ nationwide
Heath H
Series 65
Overland Park, KS
Creativeone Wealth, LLC
Heath Hancock is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. Prior to entering the financial industry, he owned and operated Hancock Chiropractic for 16 years. He is also involved in Hancock Investments LLC, a family-owned business that manages rental properties in Salina, Kansas. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other RIAs. The firm manages primarily discretionary accounts using a blend of proprietary and third-party model portfolios, employing various investment strategies including ETFs, mutual funds, and select private investments.
Andrew K
Series 66
Kansas City, MO
Prairie Capital Management Group, LLC
Andrew Klocke is a financial advisor at Prairie Capital Management Group, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Outside of his advisory role, he is a member of Klocke Farms, an agriculture business, and serves on the Kansas State University Finance Advisory Board. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers without directly investing client assets in most accounts.
Kacy S
CFP®, Series 63
Lenexa, KS
RFG Advisory, LLC
Kacy Seitz is a CFP®-certified financial advisor with 12 years of industry experience. She is currently with RFG Advisory, LLC and previously spent over a decade at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm offers discretionary portfolio management, financial planning, and access to alternative investments, utilizing a range of model strategies and third-party platforms.
Logan D
Series 66
Kansas City, MO
Modern Wealth Management, LLC
Logan Degraeve is a Series 66 licensed advisor at Modern Wealth Management, LLC with 11 years of industry experience. He worked at Barber Financial Group for eight years before joining Modern Wealth Management in 2023. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management, financial planning, and modular services.
John L
ChFC®, Series 63, Series 65
Overland Park, KS
Royal Fund Management, LLC
John Link is a financial advisor with Royal Fund Management, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 12 years of industry experience and has worked at firms including Nexus Financial Group and Link Retirement & Financial Services. In addition to his advisory work, he provides trust and estate planning advice through a separate entity, Link Financial LLC. Royal Fund Management serves individual investors, corporations, and retirement plans by offering portfolio management, financial planning, and pension consulting. The firm uses a variety of investment strategies tailored to client risk tolerances and manages approximately $1.55 billion in assets with a team of 83 advisors.
Curtis K
Series 66
Kansas City, MO
Prairie Capital Management Group, LLC
Curtis Krizek is a financial advisor at Prairie Capital Management Group, LLC with 30 years of industry experience. He holds the Series 66 designation and has worked at Prairie Capital since 2021, following 11 years at Umb. Outside of his advisory role, Krizek serves on the boards of several companies in diverse industries, including software, chemical manufacturing, and precision component manufacturing. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, selecting and monitoring independent portfolio managers without directly investing client assets in most accounts.
Elliott D
Series 66
Overland Park, KS
Convergence Financial
Elliott Decker is a financial advisor with Convergence Financial in Overland Park, KS. He holds a Series 66 designation and has been in the industry since 2025. Prior to entering the financial services field, his work experience includes roles at FedEx Ground and University of Missouri Kansas City. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and fundamental analysis in portfolio construction and offers retirement plan consulting, fiduciary services, and access to third-party asset managers, operating across multiple offices and managing significant client assets.
Ryan A
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Ryan Adams is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with American Century Investment Services Inc. since 2008. Outside of his advisory role, he co-owns and manages rental property with his spouse. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs model portfolios known as American Century Strategies, primarily composed of proprietary mutual funds and ETFs, and serves clients generally starting at modest relationship thresholds.
Joshua P
Series 65
Leawood, KS
FAS Wealth Partners, Inc.
Joshua Perfect is a financial advisor at FAS Wealth Partners, Inc. with eight years of industry experience. He holds the Series 65 designation and has previously worked at Royal Blue Capital and Missouri State University. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored retirement plans, offering fee-based advisory services that include portfolio management, financial planning, and ERISA-related consulting. The firm uses a customized asset-allocation approach with a mix of mutual funds, ETFs, individual securities, and, when appropriate, alternative investments and third-party managers.
Harrison D
Series 63, Series 66
Kansas City, MO
American Century Investments Private Client Group, Inc.
Harrison Dill is a financial advisor at American Century Investments Private Client Group, Inc. He holds Series 63 and Series 66 licenses and is based in Kansas City, MO. Dill has no prior industry experience. Outside of his advisory role, he has worked for companies including Uber Eats, DoorDash, and Chipotle Mexican Grill. American Century Investments Private Client Group offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by in-house teams, primarily employing proprietary mutual funds and ETFs, and serves clients with modest asset thresholds.
John M
CFP®, Series 66
Leawood, KS
FAS Wealth Partners, Inc.
John Mcdonald is a CFP® with 15 years of experience and is currently affiliated with FAS Wealth Partners, Inc. He has worked with Financial Advisory Service, Inc. and FAS Corp. for over a decade. Outside of his advisory role, he oversees financial plan development and portfolio management at Financial Advisory Service, Inc., the parent company of FAS Corp. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and plan sponsors, offering fee-based advisory services including portfolio management and financial planning. The firm employs customized asset-allocation strategies and utilizes a variety of investment vehicles, including mutual funds, ETFs, individual securities, and alternative investments when appropriate.
Thomas S
Series 63, Series 65
Overland Park, KS
CreativeOne Securities, LLC
Thomas Strandell is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and 65 licenses and bringing 27 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2012. Outside of his advisory role, he volunteers as a presenter for Financial Education Partnership, a nonprofit organization. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of over 120 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to both proprietary and third-party advisory platforms.
Julie R
Series 66
Kansas City, MO
Prairie Capital Management Group, LLC
Julie Rush is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, holding a Series 66 designation with 21 years of industry experience. She has been with Prairie Capital since 2008, initially at Prairie Capital Management and continuing with the firm following its transition to Prairie Capital Management Group in 2021. Prairie Capital primarily serves high-net-worth individuals and families, as well as institutional clients such as pension plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting and investment supervisory services while typically not directly investing client assets for most multi-manager accounts.
Elizabeth B
Series 65
Leawood, KS
49 Financial
Elizabeth Boswell is a financial advisor at 49 Financial with one year of industry experience. She holds a Series 65 designation. Outside of her advisory role, Boswell serves as an associate at Financial Independence Group, where she is involved in selling fixed annuities and life insurance policies. 49 Financial serves a diverse client base including individuals, trusts, estates, corporations, and retirement plans, offering financial planning, retirement-plan consulting, and investment management. The firm emphasizes a disciplined, long-term diversified asset allocation approach grounded in Modern Portfolio Theory and provides tiered fractional family office services alongside access to third-party managers.
Kenneth H
Series 63, Series 65
Overland Park, KS
Mutual Of Omaha Investor Services, Inc.
Kenneth Haughney is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has been with Mutual of Omaha Investor Services since 2012 and with Mutual of Omaha since 2011. Outside of advisory services, he is appointed with Blue Cross/Blue Shield of Kansas City, selling major medical and dental insurance to individuals and small businesses on a limited basis. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and Pershing, supporting both non‑HNW and high‑net‑worth clients with access to third‑party money managers and model portfolios.
Kerry L
Series 63, Series 65, Series 66
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Kerry Lawing is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Lawing has previously worked at Cambridge Investment Research, Inc. and operated his own firm, Lawing Financial Inc., for over two decades. Outside of advisory services, he serves as president of the Lawing Family Foundation and is involved as managing member of an airplane holding company and as a business consultant. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, corporations, and business owners. The firm customizes portfolios according to client objectives and risk tolerance, employing a variety of investment approaches overseen by an Investment Committee, and is noted for its range of affiliated activities including insurance, private funds, and real estate investment vehicles.
Kevin A
CFP®, Series 66
Leawood, KS
FAS Wealth Partners, Inc.
Kevin Amey is a CFP® professional with 17 years of industry experience, currently advising at FAS Wealth Partners, Inc. His career includes roles at Financial Advisory Service, Inc., Koesten, Hirschmann & Crabtree, Inc., Securian Financial Services, Inc., and Merrill. FAS Wealth Partners serves a diverse client base including high-net-worth individuals, trusts, estates, corporations, and employer-sponsored retirement plans. The firm’s investment approach centers on customized asset-allocation strategies using a variety of investment vehicles and discretionary trading when authorized.
Francis S
Series 66
Kansas City, MO
UMB Financial Services, Inc.
Francis Scheuerman is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 11 years of industry experience. He has been with UMB Financial Services since 2015 and has also worked at UMB Bank since 2011. Scheuerman serves as a board member of the Young Bank Officers of Kansas, an advocacy group. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions (MAS) wrap-fee program, offering multiple program options and a range of fixed income and equity instruments. The firm uses both model-based and manager-driven approaches and is affiliated with UMB Bank and UMB Investment Management.
Richard G
Series 63, Series 65
Leawood, KS
United Capital Financial Advisors
Richard Groebl is a financial advisor at United Capital Financial Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Triad Advisors, OneDigital, LPL Financial, and V Wealth Management. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm uses discretionary asset-allocation models and offers portfolio customization options, client-facing technology, and access to third-party managers and alternative investments.
Chang S
Series 63, Series 66
Overland Park, KS
CreativeOne Securities, LLC
Chang Shin is a financial advisor at CreativeOne Securities, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Scout Investments, Inc. and Financial Engines Advisors L.L.C. Outside of his advisory work, he and his wife own farmland in Kansas, which they lease for hay production. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of over 120 advisors.
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3,147 advisors near
66220
within the area shown on the map
Out of 400,000+ nationwide