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761 advisors near
66109
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Andrew E
Series 63, Series 66
Kansas City, MO
LPL Financial
Andrew Eades is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with LPL Financial since 2005 and serves as an advisory board member for the School of Business at Grantham University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios.
Stephen M
Series 66
Kansas City, MO
Morgan Stanley
Stephen Michael is a financial advisor at Morgan Stanley in Kansas City, MO, with four years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and in various roles within the U.S. Army. Outside of advising, he is a partner at The Michael Group LLC, a consulting firm specializing in leader development and national security consulting based on his 32 years of Army service. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.
Tyler L
Series 66
Kansas City, MO
UBS Financial Services
Tyler Lorigan is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.
Baldasaro P
Series 63, Series 66
Kansas City, MO
Cambridge Investment Research Advisors
Baldasaro Palmentere is a financial advisor with Cambridge Investment Research Advisors in Kansas City, MO, holding Series 63 and Series 66 licenses and 37 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. Outside of his advisory role, he owns River Market Hydro, a garden supply store. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management strategies and platforms.
Tina D
Series 66
Kansas City, MO
UBS Financial Services
Tina Davis is a Series 66 licensed financial advisor with 13 years of industry experience, currently with UBS Financial Services in Kansas City, MO. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering access to proprietary research and a range of capital markets and lending services.
Nathan H
Series 66
Shawnee, KS
Edward Jones
Nathan Haney is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. He previously worked at Dogwood Wealth Management and Financial Partners Group. Haney was involved with Delta Upsilon at Kansas State and worked at Powercat Financial and Colbert Hills Golf Course. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.
Frank S
Series 66
Kansas City, MO
Edward Jones
Frank Schudy is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2026, he worked at Fidelity Investments and Shamrock Trading Corporation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.
Kaitlyn J
Series 66
Kansas City, MO
UBS Financial Services
Kaitlyn Jones is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS in 2022, she held roles in education, automotive sales, and the Missouri Army National Guard. She is the owner of Keen Publishing LLC, a sole proprietorship for self-publishing novels under the alias Kat Mitchell. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm provides a range of services including fee-based financial planning, portfolio management, and capital markets activities, leveraging proprietary research and institutional trading capabilities.
Sara K
Series 63, Series 66
Lansing, KS
Edward Jones
Sara Kobe is a financial advisor with Edward Jones in Lansing, Kansas, holding Series 63 and Series 66 licenses. She has 16 years of industry experience, including multiple tenures at Edward Jones and a prior role with the City of Iowa Falls. Outside of her advisory work, she serves as Vice Chair of Grow Leavenworth County, a network supporting entrepreneurs, and holds board and committee positions with the Kansas City Kansas Community College Foundation, focusing on scholarship fundraising and oversight. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.
Michael H
Series 63, Series 66
Kansas City, MO
Edward Jones
Michael Hundt is a financial advisor with Edward Jones in Kansas City, MO, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and has a broad national network of financial advisors and branch offices.
Natalie W
Series 66
Kansas City, MO
Merrill
Natalie Welch is a Senior Financial Advisor at Merrill Lynch Wealth Management. She works closely with clients to develop personalized wealth management strategies that reflect their values and financial goals. Natalie aims to help clients navigate the complexities of today's markets by creating flexible investment approaches and providing access to the insights and resources of both Merrill and Bank of America. With a Bachelor’s Degree from Kansas State University, Natalie holds the Personal Investment Advisor (PIA) designation. Her approach emphasizes one-on-one communication to understand each client's unique circumstances and aspirations. Outside of her professional role, Natalie is involved in community activities, supporting organizations such as the YMCA of Greater Kansas City, Belles of the American Royal, Jewel Ball, and the First Tee of Greater Kansas City through volunteering and fundraising efforts.
Taylor K
Series 63, Series 66
Kansas City, MO
Morgan Stanley
Taylor Kangethe is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to his current role at Morgan Stanley since 2019, he worked at American Century Investment Services. Outside of his advisory work, Taylor is involved in volleyball coaching, serving as a coach for both the KC Power Volleyball Club and Notre Dame de Sion High School. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a range of investment programs to support client goals.
Michael B
Series 63, Series 65
Kansas City, MO
UBS Financial Services
Michael Brown is a financial advisor at UBS Financial Services in Kansas City, MO, holding Series 63 and Series 65 licenses with 34 years of industry experience. He has been with UBS Financial Services since 1996. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm provides fee-based financial planning, portfolio management, and access to proprietary research to tailor strategies to clients’ goals and risk tolerances.
John L
Series 63, Series 65
Kansas City, MO
Morgan Stanley
John Ludwig is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he is involved in real estate as a partner and owner in related businesses. Morgan Stanley Wealth Management serves individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment modeling in its financial planning process.
Brian D
Series 66
North Kansas City, MO
Edward Jones
Brian Dolan is a financial advisor with Edward Jones, holding a Series 66 designation and with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at Shamrock Trading Corporation for seven years and spent three years in full-time education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.
Patrick M
Series 66
Shawnee, KS
Edward Jones
Patrick Moltane is a financial advisor with Edward Jones in Shawnee, KS, holding a Series 66 designation and having two years of industry experience. His prior work includes roles at JA-DEL, Inc., Legacy Partners, Inc., and involvement in various production and educational organizations. Outside of finance, he has experience in the arts and wellness sectors, including positions with the Irish Classical Theatre Company and Celtic Roots Yoga. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary strategies, along with affiliated mutual funds and tax-efficient services.
Douglas W
Series 63, Series 65
Kansas City, MO
Morgan Stanley
Douglas Williams is a financial advisor with Morgan Stanley in Kansas City, MO, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.
Robert C
Series 63, Series 65
Kansas City, MO
Morgan Stanley
Robert Chapline is a financial advisor with Morgan Stanley in Kansas City, Missouri, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.
Kemper K
Series 66
Kansas City, MO
Edward Jones
Kemper Kellerstrass is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, Kellerstrass worked for eight years with the Clinton County RIII School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Peter M
CFP®, ChFC®, Series 63
Overland Park, KS
Cetera
Peter Menihan is a CFP® and ChFC® with 45 years of experience in financial services. He is currently with Cetera and has been associated with Cetera Advisors LLC since 2018. Menihan also serves as the owner and CEO of The Menihan Co., LLC, an insurance and financial services firm, and acts as trustee of an irrevocable trust. Cetera Investment Advisers LLC is an SEC-registered firm offering a range of investment management and financial planning services to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm utilizes a multi-manager platform combining affiliated and third-party managers with various program options across discretionary and non-discretionary authorities.
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Finding advisors...
761 advisors near
66109
within the area shown on the map
Out of 400,000+ nationwide