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66606
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Soren K
Series 65
Topeka, KS
Endeavor Private Wealth, Inc.
Soren Knapic is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, holding a Series 65 designation. He has been with Endeavor Private Wealth since 2021 and previously worked at DST / SS&C Technologies and Kansas State University. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth clients, families, pension and profit-sharing plans, trusts, estates, charitable institutions, and businesses. The firm employs tax-aware, risk-adjusted asset allocations with a combination of active and passive strategies and offers both wrap fee programs and separately managed account platforms.
Brady F
Series 66
Topeka, KS
Endeavor Private Wealth, Inc.
Brady Franklin is a financial advisor with Endeavor Private Wealth, Inc. in Topeka, KS. He holds a Series 66 designation and has 10 years of industry experience, including five years at Wells Fargo Clearing prior to joining Endeavor in 2021. Endeavor Private Wealth serves individuals, high-net-worth clients, trusts, businesses, and retirement plan sponsors, managing approximately $595 million through a team of 11 advisors. The firm employs risk-adjusted, tax-aware asset allocations using a combination of active and passive strategies, leveraging both in-house management and independent managers to deliver investment and wealth management services.
Leasa H
ChFC®, Series 63
Topeka, KS
OFG Financial Services, Inc.
Leasa Huffman is a ChFC® and Series 63 licensed advisor with OFG Financial Services, Inc., where she has worked since 2002. She has 39 years of industry experience. Outside of her advisory role, she is involved in selling essential oils through doTerra. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm emphasizes fundamental analysis to build portfolios primarily with no-load mutual funds and listed securities, offering non-discretionary management and documented client objectives.
Elizabeth Y
CFP®
Topeka, KS
Clayton Wealth Partners
Elizabeth Young is a CFP® professional with 16 years of industry experience. She has been with Clayton Financial Services, Inc. since 2005, continuing with the firm through its current iteration as Clayton Wealth Partners. Clayton Wealth Partners serves individuals and families, including high-net-worth clients and younger professionals, as well as trusts, estates, foundations, endowments, and employer retirement plans. The firm offers wealth management services combining discretionary asset management, comprehensive financial planning, and retirement-plan advisory support, using model portfolios that range from Aggressive to Conservative and include sustainable/ESG-aligned options.
Chris D
Series 63, Series 65
Topeka, KS
OFG Financial Services, Inc.
Chris Davenport is a financial advisor at OFG Financial Services, Inc. with one year of industry experience. He previously worked at Heartland Business Capital for six years and GN Bank for four years. Outside of his advisory role, he owns two investment LLCs related to long-term and short-term rental properties. OFG Financial Services is an SEC-registered multi-advisor firm serving individuals and corporate clients with approximately $271 million in assets under management. The firm employs fundamental analysis to construct portfolios primarily emphasizing no-load mutual funds and offers written financial planning and consulting services on a non-discretionary basis.
Zebadiah E
Series 65
Topeka, KS
Retirewise Tax and Wealth Advisors, Inc.
Zebadiah Elliott is a financial advisor at RetireWise Tax and Wealth Advisors, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining RetireWise, he worked at Bettis Asphalt & Construction, Inc. and Sink, Gordon & Associates LLP. RetireWise Tax and Wealth Advisors, Inc. provides discretionary portfolio management and investment advisory services primarily to individual and high-net-worth clients. The firm structures client portfolios across “Now,” “Soon,” and “Later” segments using distinct strategies for each and integrates tax considerations into its planning.
Todd P
Series 66
Topeka, KS
OFG Financial Services, Inc.
Todd Payne is a financial advisor at OFG Financial Services, Inc. in Topeka, KS, with 17 years of industry experience. He holds the Series 66 designation and has been with OFG Financial Services since 2008. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets for about 843 client relationships. The firm employs fundamental analysis to build portfolios primarily consisting of no-load mutual funds and listed securities, offering non-discretionary management and documented client objectives before recommendations.
James S
Series 63, Series 65
Topeka, KS
OFG Financial Services, Inc.
James Sather is a financial advisor at OFG Financial Services, Inc. with 25 years of industry experience. He has been with OFG Financial Services since 2000 and holds Series 63 and Series 65 licenses. His other business activities include retirement planning and selling mutual funds and variable annuities through SEK Investments, LLC. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing about $270 million in assets across 843 client relationships. The firm emphasizes fundamental analysis to build portfolios primarily consisting of no-load mutual funds and listed securities, managing client accounts on a non-discretionary basis.
Paul S
Series 63, Series 66
Topeka, KS
Chief Advisors Corp
Paul Swank is a financial advisor with Chief Advisors Corp in Topeka, KS, holding Series 63 and Series 66 registrations and 29 years of industry experience. He has worked at American Global Wealth Management since 2026 and has over a decade of experience with Chief Advisors Corporation and First Asset Financial Inc. Outside of advisory roles, Swank serves as an independent insurance agent and is involved in officiating high school volleyball and basketball games. He also holds nonprofit and community roles, including CFO of the Koenitzer-Sayles Foundation and board member of the Topeka Festival Singers. Chief Advisors Corp is a fee-based registered investment adviser that serves individuals, trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm manages portfolios on a discretionary basis using fundamental, technical, and behavioral analysis, operating through a small team across multiple offices.
Kathleen H
CFP®, Series 66
Topeka, KS
Endeavor Private Wealth, Inc.
Kathleen Heit is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. She currently works at Endeavor Private Wealth, Inc. and previously held roles at Bowersock Capital, US Bank, and Clayton Wealth Partners. Outside of her advisory work, she serves as a trustee on the board of directors for Topeka Collegiate School and owns a family-operated business called Reaching New Heits, LLC, which provides fruit smoothies and juices. Endeavor Private Wealth, Inc. is a team-based firm offering investment management, financial planning, and retirement-plan advisory services to individuals, families, institutions, and businesses. The firm employs a tax-aware, risk-adjusted approach using a blend of active and passive strategies across various asset classes and manages both wrap fee programs and separately managed accounts.
Richard H
Series 63, Series 65
Topeka, KS
OFG Financial Services, Inc.
Richard Higgs Jr. is a financial advisor with OFG Financial Services, Inc. in Topeka, Kansas, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with OFG Financial Services since 1993. Outside of advising, he serves as a board member of Wabunsee Pines Golf Course and is president and owner of Higgs Financial Services, which focuses on insurance sales including life, group, LTC, health, and fixed annuities. OFG Financial Services provides investment advisory and planning services to individuals and corporations through a team of 37 advisors managing approximately $270 million in assets. The firm employs fundamental analysis to build portfolios emphasizing no-load mutual funds and listed securities, managing accounts on a non-discretionary basis and documenting client objectives prior to implementing recommendations.
Tyler M
Series 63, Series 65
Topeka, KS
OFG Financial Services, Inc.
Tyler Mcmaster is a financial advisor at OFG Financial Services, Inc. in Topeka, KS, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with OFG Financial Services since 2015. Outside of his advisory role, he works as a contracted football official for K-12 games. OFG Financial Services provides investment advisory and planning services to individuals and corporations, managing approximately $270 million in assets across 843 client relationships. The firm employs fundamental analysis to construct portfolios primarily composed of no-load mutual funds and listed securities, offering non-discretionary advice tailored to client objectives.
Andrew K
Series 63, Series 66
Topeka, KS
Brookwood Investment Group
Andrew Keehn is a financial advisor with Brookwood Investment Group in Topeka, KS, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked at multiple firms, including Redwood Private Wealth LLC and OWLFI RIA. Outside of his advisory role, he owns Blackstone Wealth Protectors, a tax services business. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a mix of passive, active, tactical, and blended strategies and operates a network of proprietary partner offices with multiple affiliated businesses.
Brian L
Series 66
Topeka, KS
Merit Financial Advisors
Brian Lang is a financial advisor with Merit Financial Advisors in Topeka, KS, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wealthcare Advisory Partners, Avantax Advisory Services, and 1st Global Capital Corp. Outside of advising, he serves as treasurer and audit committee member for the Topeka Community Foundation, where he contributes to financial oversight and asset allocation. Merit Financial Group is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm applies a long-term, diversified investment strategy through customizable model portfolios and utilizes multiple asset classes and third-party managers under centralized oversight.
Brady B
Series 65
Topeka, KS
Gradient Advisors, LLC
Brady Black is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and three years of industry experience. He has been with Gradient Advisors since 2023 and previously served in a strategic partnership role at Gradient Annuity Brokerage starting in 2009. Outside of his advisory duties, he owns a recreational equipment rental business specializing in boat and RV rentals. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, and charitable organizations. The firm employs a largely non-discretionary approach and supports clients through a network of Investment Advisor Representatives and third-party money managers.
Joshua W
Series 65
Topeka, KS
Gradient Advisors, LLC
Joshua Watson is a financial advisor at Gradient Advisors, LLC with Series 65 registration and one year of industry experience. He has been associated with Gradient Annuity Brokerage since 2011. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives who coordinate with third-party money managers under a largely non-discretionary model, managing approximately $289 million in regulatory assets alongside $1.10 billion in assets under administration.
Craig L
Series 63, Series 65
Topeka, KS
ON Investment Management CO
Craig Larsen is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been associated with Waddell & Reed, Inc. since 1983 and is involved in insurance sales through various carriers and his own firm, Larsen Financial. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary management options, utilizing a range of third-party investment programs.
Mark R
CFP®, Series 63
Topeka, KS
The Wealth Consulting Group
Mark Reinert is a CFP® with 36 years of industry experience, currently affiliated with LPL Financial in Topeka, Kansas. He has worked at LPL Financial since 2009 and operates Reinert Wealth Management, a DBA under LPL. He also provides investment advisory services through WCG Wealth Advisors, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
John L
Series 65, Series 63
Topeka, KS
ON Investment Management CO
John Larsen is a financial advisor with ON Investment Management CO in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Waddell & Reed, Inc and Ohio National Financial Services. Larsen serves as a board member for the Sonus Chamber Choir, providing financial advice alongside the treasurer. ON Investment Management Company (ONIMCO) is a registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment management and maintains a dual-registration model integrating broker-dealer activities with advisory services.
James C
Series 66
Topeka, KS
ON Investment Management CO
James Cook is a financial advisor with ON Investment Management Company in Topeka, KS, holding a Series 66 credential and offering 10 years of industry experience. His prior work includes roles at The O.N. Equity Sales Company, Ohio National Financial Services, and Waddell & Reed. Outside of advising, he owns Pretty Practical, a woodworking business. ON Investment Management Company serves individuals, families, trusts, charitable organizations, and businesses with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a range of third-party investment programs and operates a dual-registration model combining advisory and broker-dealer activities.
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Finding advisors...
271 advisors near
66606
within the area shown on the map
Out of 400,000+ nationwide