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Kayla D
Series 66
Leawood, KS
Cetera Planning Partners
Kayla Droege is a financial advisor at Cetera Planning Partners with four years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for four years. Her background also includes roles at Skywest Airlines and Cultural Exchange Network. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides investment management, comprehensive financial planning, and retirement-related advice, alongside tax planning, bookkeeping, and estate-planning services through a third-party provider.
Mark V
CFP®, Series 66
Overland Park, KS
Mariner
Mark Vlasic is a CFP® and Series 66 credentialed advisor with 22 years of industry experience. He has been with Mariner Wealth Advisors since 2014. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, employing a combination of in-house research and third-party managers to create customized portfolios.
Carolina D
Series 66
Overland Park, KS
Valic Financial Advisors
Carolina Duin is a financial advisor at VALIC Financial Advisors with seven years of industry experience. She holds a Series 66 designation and has worked at firms including Edward Jones and VALIC Financial Advisors. Outside of her advisory role, she is involved with Agia as a non-securities insurance agent. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions to manage approximately $29.2 billion in assets.
Keller J
Series 63, Series 65
Overland Park, KS
Prime Capital Financial
Keller Johnson is a financial advisor at Prime Capital Financial with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Private Client Services, Cambridge Investment Research, and Lawing Financial. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans, offering services such as asset management, financial planning, and family office solutions. The firm employs a range of investment strategies and provides tax planning and consolidated reporting through its affiliated accounting subsidiary.
Emory L
CFP®, Series 65
Overland Park, KS
Prime Capital Financial
Emory Linder is a CFP® and Series 65-registered advisor with two years of industry experience, currently with Prime Capital Financial. Prior to this, he worked at Sugarloaf Wealth Management and Banker's Life. Outside of financial advising, he performs handyman and administrative tasks for a dental practice owned by his family. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, and family office offerings, employing both discretionary and non-discretionary investment approaches with various strategic overlays.
Kevin W
Series 65
Overland Park, KS
Mariner
Kevin Ward is a financial advisor with Mariner, holding a Series 65 designation and 10 years of industry experience. He has been with Mariner Wealth Advisors since 2014. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, coordinated tax services, family office functions, and employer financial wellness tools, utilizing customized discretionary portfolios supported by both in-house research and third-party managers.
John S
Series 65
Overland Park, KS
Prime Capital Financial
John Seibolt is a financial advisor at Prime Capital Financial with five years of industry experience. He holds the Series 65 designation and has worked at Prime Capital Investment Advisors and Medtronic. Seibolt is also a partner in CHHSZ Holdings, LLC, which is the sole owner of Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office solutions, utilizing a variety of investment strategies and maintaining an affiliated accounting subsidiary.
Adam S
Series 65
Overland Park, KS
Creative Planning
Adam Schlittler is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he worked at Commerce Trust and Veterans United Home Loans. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by specialized techniques such as direct indexing and tax-loss harvesting.
Brandon S
CFP®, Series 63, Series 66
Leawood, KS
Cetera Planning Partners
Brandon Stegall is a CFP® professional with 22 years of industry experience. He has worked at Cetera Planning Partners since 2020 and previously spent six years at TD Ameritrade. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning solutions, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.
John D
Series 66
Leawood, KS
Benjamin F. Edwards & Company, Inc.
John Diederich is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 25 years of industry experience. He has been with Benjamin F. Edwards since 2012. Outside of his advisory role, he holds a 16.66% ownership interest in DK Farm and Ranch, LLC, a company that owns and operates farm and ranch land in Kansas. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment strategies through fee-based wrap programs, combining discretionary and non-discretionary approaches monitored by an Investment Strategy Committee.
David S
Series 63, Series 65
Lee's Summit, MO
OSAIC Institutions, INC.
David Stangohr is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior work includes roles at Infinex Investments, Inc., Virtue Financial Advisors, LLC, INVEST Financial Corp, and Bankers & Investors Co., Inc. He is involved in Virtue Financial Advisors, LLC as an agent for fixed insurance, annuities, and Medicare supplements. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions, operating under a hybrid adviser/broker-dealer structure.
Shaun N
CFA®, Series 63
Overland Park, KS
Mariner
Shaun Newkirk is a CFA® charterholder with four years of industry experience. He is currently with Mariner, where he has worked since 2018, following three years at Financial Engines. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios overseen by an Investment Committee and integrates in-house research with third-party managers, offering a broad range of strategies and specialized administrative and tax-related services.
Ryan L
CFP®, Series 65
Overland Park, KS
Creative Planning
Ryan Lindsay is a CFP® and Series 65-licensed advisor at Creative Planning with five years of industry experience. He previously worked at Willis Towers Watson and has experience in academic and seminary settings. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market exposure.
Jay B
CFP®, Series 66
Overland Park, KS
Creative Planning
Jay Beebe is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Creative Planning since 2013. Based in Overland Park, KS, he holds the Series 66 designation and has focused his career at Creative Planning. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by an extensive advisory team and centralized infrastructure.
Deann E
Series 66
Overland Park, KS
Mariner
Deann Elmore is a financial advisor at Mariner with 19 years of industry experience. She holds a Series 66 designation and has worked at Mariner Wealth Advisors and MSEC, LLC since 2019, following five years at Waddell & Reed Inc. Elmore is also involved in managing investment-related activities through MSEC, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by internal research and third-party managers, with a notable integration of tax and accounting services alongside traditional portfolio management.
Brian D
Series 66
Leawood, KS
Cetera Planning Partners
Brian Dightman is a financial advisor at Cetera Planning Partners with 24 years of industry experience. He holds a Series 66 credential and previously worked at Dightman Capital Group, Inc. for 17 years before joining Cetera Planning Partners in 2024. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment process focuses on diversified allocations using mutual funds and ETFs tailored to clients’ objectives and risk tolerance, supported by additional services such as tax planning, bookkeeping, payroll, and estate planning through a third-party provider.
Dante W
Series 66, Series 63
Kansas City, KS
Empower Advisory Group
Dante Webb is a financial advisor with Empower Advisory Group in Kansas City, KS, holding Series 66 and Series 63 licenses and totaling five years of industry experience. He has worked at Empower Retirement since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services are closely integrated with Empower’s recordkeeping and administrative systems and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.
Alexander S
Series 65
Overland Park, KS
Creative Planning
Alexander Spence is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. His prior work includes roles at the University of Arkansas, PepsiCo, O'Reilly Auto Parts, and several country clubs. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, complemented by various tax-efficient and private market investment options.
Chase C
CFP®, Series 66
Mission Woods, KS
Moneta Group Investment Advisors, LLC
Chase Coffin is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Moneta Group Investment Advisors, LLC since 2023. Prior to joining Moneta, he worked at BlackRock Investments LLC and Invesco Distributors, Inc. from 2015 to 2023. Moneta Group Investment Advisors serves high-net-worth individuals, families, trusts, and a variety of institutional clients, offering portfolio management, financial planning, family office services, and concierge offerings. The firm uses a Partner-led Team model supported by centralized investment research and emphasizes diversified, multi-asset allocations with ongoing monitoring.
Aidan S
Series 65
Overland Park, KS
Creative Planning
Aidan Siefkes is a financial advisor at Creative Planning with a Series 65 credential and two years of industry experience. Prior to joining Creative Planning, he held roles at Olathe Ford Commercial, Scheffield Tree Service, Fry Wagner, and other organizations. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by passive short-term allocations, tax-loss harvesting, and selective private market exposure.
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Finding advisors...
2,708 advisors near
64055
within the area shown on the map
Out of 400,000+ nationwide