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370 advisors near
67010
within the area shown on the map
Out of 400,000+ nationwide
Brent D
Series 66
Wichita, KS
CWM, LLC
Brent Dome is a financial advisor at CWM, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at firms including Waddell & Reed, Inc. and Cetera Advisor Networks. Outside of advising, he serves as president of Dome Holdings Inc., a financial services S corporation, and is involved in managing tax and accounting service businesses. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a network of more than 600 advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios supported by fundamental and technical analysis, third-party sub-advisors, and customization tools, with a focus on retirement plan and institutional services.
Rodney G
Series 63, Series 65
Derby, KS
First Citizens Investor Services, Inc.
Rodney Gates is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior work includes 20 years at Bank of the West and BancWest Investment Services, Inc., followed by three years at LPL Financial. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm utilizes a client-focused process combining fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.
Denice R
Series 63, Series 66
Wichita, KS
Hightower Advisors
Denice Robinson is a financial advisor at Hightower Advisors with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at firms including Morgan Stanley and Citigroup Global Markets. Robinson is based in Wichita, KS. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a variety of investment vehicles.
Christopher R
Series 63
Wichita, KS
Lincoln Investment
Christopher Robrahn is a financial advisor with Lincoln Investment in Wichita, KS, holding a Series 63 designation and 34 years of industry experience. He previously worked at Legend Equities Corporation from 2005 to 2017 before joining Lincoln Investment in 2017. Outside of his advisory role, he produces and hosts a weekly fitness-based web radio program called "Spirit of Fitness" and serves as an at-large member on the board of advisors for the East Wichita YMCA. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, including educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs managed through a combination of strategic and tactical approaches by an Investment Management & Research team.
Chad P
Series 66
Wichita, KS
CWM, LLC
Chad Phipps is a financial advisor at CWM, LLC with 18 years of industry experience. He holds a Series 66 credential and has worked at firms including Cetera Advisor Networks and Waddell & Reed, Inc. Outside of his advisory work, he is involved in several business ventures including managing partner roles in tax preparation and holding companies, as well as ownership interests in aviation-related LLCs. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients. The firm employs discretionary portfolio management using model portfolios overseen by an in-house Investment Committee and offers a range of services such as financial planning, sub-advisory, and retirement-plan solutions.
Marta C
Series 66
Wichita, KS
CWM, LLC
Marta Curry is a financial advisor with CWM, LLC, holding a Series 66 designation and 21 years of industry experience. Her career includes roles at Waddell & Reed, Inc. and Cetera Advisor Networks. She has been with CWM, LLC and Driven Wealth Strategies since 2019. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with third-party sub-advisors and customization tools, with a strong operational focus on retirement plan and institutional services.
Jordan S
CFP®, Series 65
Wichita, KS
Hightower Advisors
Jordan Swisher is a CFP® with nine years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior work includes roles at Creative Planning and KPMG, LLP. Swisher is affiliated with entities related to Hightower, including Hightower 6M Holding and 6 Meridian LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, and corporations. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers as well as a variety of investment vehicles, including mutual funds, ETFs, alternative investments, and custom indexing.
Timothy H
CFP®, Series 66
Wichita, KS
&PARTNERS
Timothy Hartland is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with &Partners and has previously worked at Wells Fargo Advisors and Cambridge Investment Research Advisors. &Partners serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management, financial and tax planning, and consulting services through both discretionary and non-discretionary approaches, utilizing a combination of proprietary and third-party strategies.
Bradley M
CFP®, Series 63, Series 65
Wichita, KS
Private Advisor Group, LLC
Bradley Moser is a CFP® with 40 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC. He previously worked at Stifel for 26 years and has associations with Aero Capital, LPL Financial LLC, and Mariner Independent Advisor Network. Outside of his advisory work, he is involved as a musician in a musical band. Private Advisor Group provides services to individuals, trusts, estates, charitable organizations, businesses, and retirement plans through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, using a variety of investment strategies and manager selections supported by proprietary technology platforms.
Paul E
Series 63, Series 65
Wichita, KS
&PARTNERS
Paul Ehrhart is a financial advisor at &PARTNERS in Wichita, KS, with 18 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors and Cambridge Investment Research. Outside of advising, he coaches middle school boys basketball and owns a window treatment installation business. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions. The firm offers investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary strategies using proprietary and third-party resources.
Ammie W
Series 66
Wichita, KS
Hightower Advisors
Ammie Weidner is a financial advisor with Hightower Advisors, holding a Series 66 designation and 20 years of industry experience. Her career includes roles at Morgan Stanley, Citigroup Global Markets, and 6 Meridian LLC prior to joining Hightower in 2016. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research to construct portfolios that may include mutual funds, ETFs, alternative investments, and custom indexing.
Timothy L
Series 66
Wichita, KS
Hightower Advisors
Timothy Lynch is a financial advisor with Hightower Advisors and holds a Series 66 designation. He has 10 years of industry experience, including prior roles at Bank of America, Merrill, Keebeck Wealth Management, and entrepreneurial work as a self-employed advisor. Lynch is based in Wichita, KS. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and comprehensive portfolio construction.
Trevor P
CFA®, Series 66
Wichita, KS
Hightower Advisors
Trevor Phillippi is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2021. His prior roles include positions at Private Client Services, 6 Meridian LLC, Morgan Stanley, and Mass Mutual Investors Services. Outside of his advisory work, he owns Phillippi Investments LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional clients such as pension plans, charitable organizations, and private pooled investment vehicles. The firm’s approach includes discretionary and non-discretionary portfolio management with an emphasis on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers.
Byron W
Series 66
Wichita, KS
CWM, LLC
Byron Watkins is a financial advisor with CWM, LLC, holding a Series 66 credential and 18 years of industry experience. He has previously worked with firms including Cetera Advisor Networks and Waddell & Reed, Inc. Outside of advising, Watkins serves as a city representative for the annual Crawl for Cancer fundraiser in Wichita, organizing and promoting the event for local nonprofits benefiting cancer patients. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm manages portfolios on a discretionary basis using model portfolios overseen by an in-house Investment Committee and offers a range of services including financial planning, retirement-plan services, and access to alternative investments.
Austin D
Series 66
Wichita, KS
Integrity Alliance, LLC
Austin David is a financial advisor at Integrity Alliance, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Securities America Advisors, and Lionstreet Advisors. Austin also operated as an insurance agent for a decade. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs using a variety of portfolio management approaches and custodial platforms.
Lisa S
CFP®, Series 63, Series 65
Wichita, KS
&PARTNERS
Lisa Schmiedbauer is a CFP® professional with 40 years of experience in the financial industry. She currently works at &PARTNERS and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advisory work, she is involved in ranching operations with her spouse. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through a combination of proprietary and third-party strategies.
Mark R
CFP®, Series 63
Andover, KS
Ameritas Advisory Services, LLC
Mark Ricklefs is a CFP® professional with 38 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. His career includes roles with Ameritas Financial Center, Ameritas Life Insurance Corp, Avacar Financial, and Envision Wealth Network. He has served as an expert witness on life insurance errors and omissions claims and property and casualty cases. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and integrates multiple custodial platforms supported by an Investment Committee and third-party partners.
Brandon G
Series 66
Wichita, KS
First Command Advisory Services
Brandon Giefer is a financial advisor at First Command Advisory Services with seven years of industry experience. He holds the Series 66 designation and has worked exclusively with First Command entities since 2017, with a brief employment gap from 2017 to 2019. Outside of advising, he is involved as a shareholder in Prairie Fire Advisors, Inc. and has ownership ties to Tank Connection Affiliate Group, a financial business transitioning through an employee stock ownership plan. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to design and manage model portfolios using mutual funds, ETFs, and third-party managers.
Gregory C
Series 63, Series 66
Wichita, KS
Oppenheimer
Gregory Chinn is a financial advisor at Oppenheimer with 41 years of industry experience. He holds Series 63 and Series 66 designations and has been with Oppenheimer since 2008. His prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a wide range of investment and consulting services, with an emphasis on both discretionary and non-discretionary account management and maintains custody of client assets as a qualified custodian.
David P
Series 63, Series 65
Wichita, KS
Hightower Advisors
David Pike is a financial advisor with Hightower Advisors in Wichita, KS, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior work includes roles at New York Life and Private Client Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing affiliated and third-party managers along with proprietary research and a variety of investment products and strategies.
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Finding advisors...
370 advisors near
67010
within the area shown on the map
Out of 400,000+ nationwide