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Bradley L
Series 66
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Bradley Lawing is a financial advisor with Prevail Innovative Wealth Advisors, LLC in Leawood, KS, holding a Series 66 license and 21 years of industry experience. He has worked at Prevail Strategies, LLC and Cambridge Investment Research, Inc., and previously operated Lawing Financial Inc. Lawing serves as vice president and a 15% owner of Prevail Strategies, LLC, an affiliated insurance agency, and is treasurer of the Lawing Family Foundation. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, high-net-worth clients, pension plans, trusts, and business owners. The firm customizes portfolios using fundamental, factor, and quantitative optimization methods overseen by an Investment Committee and offers integrated consulting and business-oriented planning services.
Timothy G
Series 63, Series 66
Leawood, KS
United Capital Financial Advisors
Timothy Groebl is a financial advisor with United Capital Financial Advisors, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Triad Advisors, OneDigital, V Wealth Management, and LPL Financial. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies, including ESG and faith-based options, supported by proprietary technology and a broad range of affiliated services.
Paul A
Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Paul Andres is a Series 65-licensed financial advisor with five years of industry experience. He is currently affiliated with Prevail Innovative Wealth Advisors, LLC and Lf Wealth Advisors, LLC, and has been involved with Affinity Program Partners, LLC since 2010. Outside of his advisory roles, he is an owner and agent at Affinity Program Partners, which offers insurance products and services. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm provides discretionary asset management, fiduciary retirement plan services, and financial consulting, employing a combination of quantitative, fundamental, and technical analysis to build customized, risk-based portfolios.
Andrew S
Series 63, Series 66
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Andrew Stafford is a financial advisor at Prevail Innovative Wealth Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lawing Financial, Inc and Cambridge Investment Research, Inc. Outside of his advisory role, he is president and a partial owner of Prevail Strategies LLC, where he also works as an independent insurance agent. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, using a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to build customized, risk-based portfolios.
Benjamin K
Series 66
Kansas City, MO
Prairie Capital Management Group, LLC
Benjamin Kisner is a Series 66-licensed financial advisor with 13 years of industry experience. He has been with Prairie Capital Management Group, LLC since 2021 and previously worked at Prairie Capital from 2010 to 2021. Kisner is based in Kansas City, MO. Prairie Capital Management Group 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 multi-manager accounts.
Lamont C
Series 63, Series 65
Prairie Village, KS
Madison Avenue Securities, LLC
Lamont Chandler is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Madison Avenue Securities since 2006 and owns Chandler Financial Group, which provides insurance and annuities services. Outside of finance, he owns a construction company and serves on the boards of local construction industry nonprofit organizations. Madison Avenue Securities, LLC offers investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and provides a range of portfolio management, financial planning, and consulting services through multiple account platforms and programs.
Diane D
CFP®, Series 65
Leawood, KS
RubinBrown Advisors LLC
Diane Dercher is a CFP® professional with 14 years of industry experience. She has worked at RubinBrown Advisors LLC since 2020 and previously spent nine years at Wealth Management Advisors, Inc. Her current role is based in Leawood, KS. RubinBrown Advisors LLC serves individual and institutional clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm uses model portfolios primarily composed of mutual funds and ETFs, offering both discretionary and non-discretionary advice, with a notable focus on tax-aware strategies and integration of third-party technology solutions.
Bennett L
CFP®, Series 63, Series 66
Leawood, KS
FAS Wealth Partners, Inc.
Bennett Long is a CFP® with nine years of industry experience, currently with FAS Wealth Partners, Inc. He has previously worked at LPL Financial, Securities America Advisors, Waddell & Reed, and Wells Fargo Advisors. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment approach emphasizes asset allocation aligned with client objectives and utilizes both internal and third-party portfolio management, supported by research tools and tax-aware strategies.
Randy S
CFP®, Series 65, Series 63
Overland Park, KS
Aprio Wealth Management, LLC
Randy Schaller is a financial advisor at Aprio Wealth Management, LLC with 16 years of industry experience. He holds the CFP® designation and Series 65 and 63 licenses. His work history includes roles at Cambridge Investment Research, Inc. and Prism Financial Group, L.L.C. Aprio Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses asset allocation along with techniques such as dollar-cost averaging and technical analysis, and it is notable for its affiliation with a third-party administrator and pension consulting business.
Molly M
Series 65
Overland Park, KS
INTELLICENTS INVESTMENT SOLUTIONS INC
Molly Magnuson is a Series 65 licensed financial advisor with 10 years of industry experience. She is currently with Intellicents Investment Solutions Inc., where she has worked since 2022, following six years at CBIZ Financial Solutions Inc. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm employs a long-term, buy-and-hold investment approach overseen by a CFA Chief Investment Officer and offers a range of services including retirement plan consulting, individual wealth management, and a wrap fee program.
Roger L
Series 66
Overland Park, KS
Gradient Advisors, LLC
Roger Long is a Series 66 licensed financial advisor with 16 years of industry experience. He has been with Gradient Advisors, LLC since 2011 and is also a managing partner and investment advisor representative at Mid America Insurance Solutions, LLC. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model and a range of analytic tools to support client portfolios.
Frank B
Series 63, Series 65
Kansas City, MO
Modern Wealth Management, LLC
Frank Barber is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. Prior to joining Modern Wealth Management in 2023, he was with Barber Financial Group for 19 years and held roles at VOYA Financial Advisors and Locust Street Securities. He is also involved in financial education through production and syndication of a radio show on social security analysis and co-authored the book "Retire a Winner." Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management alongside financial planning, tax, estate, and insurance-related services through affiliated entities.
Grant A
Series 63, Series 65
Overland Park, KS
INTELLICENTS INVESTMENT SOLUTIONS INC
Grant Arends is a financial advisor with Intellicents Investment Solutions Inc. in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Cetera Advisors LLC since 2016 and has been associated with multiple Intellicents entities since 1990. Arends also serves as President of Retirement Services at Intellicents, Inc. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions with services including ERISA retirement plan consulting, HSA consulting, and individual wealth management. The firm emphasizes long-term, buy-and-hold investment strategies overseen by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices and advisors.
Craig S
Series 63, Series 66
Kansas City, MO
Modern Wealth Management, LLC
Craig Snedden is an investment advisor at Modern Wealth Management, LLC, with 21 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked previously at Mutual Securities, Inc. and Barber Financial Group. Modern Wealth Management is a multi-team SEC-registered adviser managing approximately $10.9 billion in assets through about 94 advisors, offering investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm utilizes a centralized Investment Committee, model portfolios, and third-party managers to guide investment decisions and provides additional tax, estate, and insurance services through affiliated entities.
William C
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
William Cox Jr. is a financial advisor with American Century Investments Private Client Group, Inc., holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to his current role since 2017, he worked at Woodside Health & Tennis Club and served six years with the Prince William County Police Department. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses model portfolios managed by dedicated asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs.
Stephen U
Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Stephen Underwood is a Series 65-credentialed financial advisor at Prevail Innovative Wealth Advisors, LLC with four years of industry experience. Prior to joining Prevail in 2021, he worked at Riveron Consulting and EnLink Midstream. He holds a non-voting member role with PIWA-II, LLC, contributing limited time to this financial services activity. Prevail Innovative Wealth Advisors is an SEC-registered, multi-team investment adviser serving individuals, retirement plans, trusts, and institutions. The firm offers discretionary asset management, fiduciary retirement plan services, and financial consulting, employing a combination of quantitative techniques, fundamental and technical analysis, and third-party platforms to build customized, risk-based portfolios.
Brett N
Series 63, Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Brett Nelson is a financial advisor at Prevail Innovative Wealth Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MassMutual, Ohio National, and Guardian Life, among other firms. Nelson also serves as Director and Treasurer on the Board of Directors for the Kansas City Pet Project, a nonprofit animal shelter. Prevail Innovative Wealth Advisors provides investment advisory and retirement-plan fiduciary services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business owners. The firm customizes portfolios to clients’ objectives and risk tolerance, using a mix of fundamental, factor, and quantitative methods, and offers integrated consulting and business-oriented planning.
Marquise S
Series 63, Series 66
Kansas City, MO
Prairie Capital Management Group, LLC
Marquise Simmons is a financial advisor at Prairie Capital Management Group, LLC with one year of industry experience. He holds the Series 63 and Series 66 designations and previously worked at American Century Investment Services, Inc. and Northwestern Mutual. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm uses a multi-manager, multi-strategy approach, including the development of investment policies, asset allocation plans, and manager selection, and offers both discretionary and non-discretionary services.
Matthew J
CFP®, Series 65, Series 63
Leawood, KS
American Century Investments Private Client Group, Inc.
Matthew Janes is a CFP® with 25 years of industry experience, currently serving at American Century Investments Private Client Group, Inc. He has worked with American Century Investment Services Inc. since 2016. Outside of his advisory role, he serves as a Committee Chair for the Rotary Club of Lenexa. American Century Investments Private Client Group offers discretionary investment management and financial planning services primarily for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a model portfolio approach focused on proprietary mutual funds and ETFs, combining strategic asset allocation with periodic rebalancing.
Jeremiah C
Series 66
Lenexa, KS
Modern Wealth Management, LLC
Jeremiah Collier is a financial advisor at Modern Wealth Management, LLC with three years of industry experience. Prior to joining Modern Wealth Management in 2025, he worked at Edward Jones and held positions at Motorola Mobility and Sprint Corporation. Outside of his advisory role, he coaches youth volleyball. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, utilizing a centralized Investment Committee and a combination of model portfolios, third-party managers, and tactical allocation strategies.
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3,176 advisors near
66214
within the area shown on the map
Out of 400,000+ nationwide