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87 advisors near
66006
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Out of 400,000+ nationwide
Ann M
Series 66
Lawrence, KS
LPL Financial
Ann Myers is a financial advisor with LPL Financial in Lawrence, Kansas, holding a Series 66 designation and seven years of industry experience. Her prior work includes roles at Cambridge Investment Research Advisors, Reinhardt Financial Services, and Bank of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, with a broad range of investment strategies supported by research tools and oversight of extensive discretionary assets.
Richard P
CFP®, Series 66
Lawrence, KS
Raymond James Financial
Richard Pratte is a CFP® professional with three years of industry experience, currently serving at Raymond James Financial. His career includes roles at MKA Wealth Management and Schenewerk Capital LLC. He has also been involved with several church organizations over the years. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary strategies supported by analytical tools and offers specialized advisory programs such as municipal finance and SIMPLE IRA consulting.
Kristen S
Series 66
Lawrence, KS
STIFEL
Kristen Samp is a financial advisor at Stifel with seven years of industry experience. She holds a Series 66 designation and has been with Stifel since 2018. Prior to her career in finance, she worked at Lawrence Country Club for nine years and currently works as a golf professional providing golf instruction. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.
Ehren F
Series 66
Lawrence, KS
LPL Financial
Ehren Feldmeyer is a financial advisor at LPL Financial with 16 years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2016, following prior roles at Cetera and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
John G
CFP®, Series 66
Lawrence, KS
Edward Jones
John Gascon is a CFP® and holds a Series 66 license with 14 years of experience in the financial industry. He has been with Edward Jones since 2012, working from Lawrence, Kansas. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.
Thomas L
Series 63, Series 66
Lawrence, KS
STIFEL
Thomas Lohmeyer is a financial advisor at Stifel with 53 years of industry experience. He has been with Stifel since 2009 and holds Series 63 and Series 66 licenses. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services rooted in a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and asset allocation guidance intended to support client decision-making.
Matthew N
Series 63, Series 66
Lawrence, KS
STIFEL
Matthew Neis is a financial advisor at Stifel with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co. Inc. since 2019, following previous positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as president of the Lawrence Breakfast Cosmos Club, a civic organization focused on finding a cure for diabetes. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.
Zachary S
CFP®, Series 66
Eudora, KS
LPL Financial
Zachary Stover is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2023. He previously worked at Cambridge Investment Research Advisors and National Planning Corporation. Outside of his advisory work, he is involved in tax preparation and accounting services through DM Bruce Owner Solutions and holds a notary commission in the state of Kansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Joseph R
Series 63, Series 66
Ottawa, KS
LPL Financial
Joseph Randall is a financial advisor with LPL Financial in Ottawa, Kansas, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at Edward Jones, Merrill, and Bank of America before joining LPL Financial in 2017. Outside of his advisory work, Randall operates a travel agency business called Dream Vacations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing various investment strategies supported by research and technology tools.
Landon A
Series 66
Ottawa, KS
LPL Financial
Landon Ahring Randall is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Before joining LPL Financial in 2023, he worked briefly with Globe Life Liberty National Division and has maintained outside employment as a delivery driver for DoorDash since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.
Jennifer H
Series 66
Baldwin City, KS
Edward Jones
Jennifer Hantsbarger is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2019. Her prior roles include positions at Modern Consulting and Redemption Plus. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Roger S
Series 63
Lawrence, KS
Raymond James Financial
Roger Schenewerk is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lawrence, Kansas, holding a Series 63 designation and over 32 years of industry experience. He previously worked at David M. King & Associates, Ltd., where he served for nine years. Outside of his advisory role, Schenewerk is involved in several business activities including serving as CEO of David M. King Associates and Schenewerk Capital LLC, and he is president of the Oread West Office Park Association. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work uncommon among large institutional advisors.
Robert F
Series 66
Lawrence, KS
Raymond James Financial
Robert Florence is a financial advisor at Raymond James Financial with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and Capitol Federal. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance through an affiliated municipal advisor.
Patricia L
Series 66
Lawrence, KS
Ameriprise
Patricia Larue is a financial advisor with Ameriprise, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Outside of her advisory role, she is involved in a design-related business, assisting with design and material selection for residential remodeling projects. Ameriprise serves clients primarily through its retirement-income planning service for individuals nearing or in retirement, offering tailored recommendations based on comprehensive analysis and modeling. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions.
Casey L
Series 66
Ottawa, KS
Edward Jones
Casey Lytle is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, Casey worked at Porter-Spears & Bundy and Mid America Bank. Outside of finance, Casey is involved with the City of Wellsville Planning Commission and participates in a family-owned coffee and sandwich shop business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
Teresa K
Series 63, Series 65
Lawrence, KS
Raymond James Financial
Teresa Kinney Bishop is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and 26 years of industry experience. She has worked with several firms, including Schenewerk Capital and David M. King Associates, and has been with Raymond James Financial Services Advisors since 2013. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliated municipal advisor structure.
Jennifer S
Series 66
Lawrence, KS
STIFEL
Jennifer Stammeyer is a financial advisor with Stifel, holding a Series 66 designation and 19 years of industry experience. She has worked at Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm provides brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Christopher W
Series 63, Series 65
Lawrence, KS
LPL Financial
Christopher Walton is a financial advisor with LPL Financial in Lawrence, Kansas, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at OSAIC and Thrivent Financial. Outside of his advisory work, he is involved with Cordell & Associates as a financial planner and writes fixed insurance policies through Highland Capital when appropriate. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various model portfolios and institutional platforms.
Johnson H
Series 66
Lawrence, KS
Edward Jones
Johnson Hawkinson is a financial advisor with Edward Jones in Lawrence, KS, holding a Series 66 designation and bringing nine years of industry experience. He has been with Edward Jones since 2016. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Douglas H
Series 66
Lawrence, KS
LPL Financial
Douglas Hodge is a financial advisor with LPL Financial, holding a Series 66 license and five years of industry experience. His prior work includes roles at Merrill, Bank of America, and Central Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and management of more than $819 billion in discretionary assets.
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Finding advisors...
87 advisors near
66006
within the area shown on the map
Out of 400,000+ nationwide