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Camden S

Series 65

Lees Summit, MO

Royal Fund Management, LLC

Camden Sprouse is a financial advisor at Royal Fund Management, LLC with two years of industry experience. He holds a Series 65 credential and has prior experience as a licensed insurance agent assisting individuals with Medicare plan selection through KC Medicare Advisors. Camden also operates Sprouse Financial Group. Royal Fund Management serves individual investors, corporations, and retirement plans by providing portfolio management, financial planning, pension consulting, and 401(k) advice. The firm emphasizes tailored portfolios based on documented risk tolerance and employs a range of investment strategies from conservative allocations to options techniques.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Mark H

Series 65

Prairie Village, KS

Sequent Planning, Llc

Mark Hunter is a financial advisor with Sequent Planning, LLC, holding a Series 65 designation and beginning his advisory career in 2024. Prior to joining Sequent Planning, he worked at Senior Market Sales, Spring Venture Group, CD2 Learning, and Brandmuscle. Sequent Planning, LLC operates as Futurity First Wealth Management and provides services to individuals—including high-net-worth clients—retirement plan sponsors, businesses, endowments, and nonprofits. The firm offers asset management, financial planning, access to third-party model managers, and retirement-plan services through a network of approximately 97 independent investment adviser representatives.

Retirement income strategy Roth conversion strategy Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner Executive
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Paul W

Series 66

Shawnee, KS

IHT Wealth Management LLC

Paul Ward is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 19 years of industry experience. He has worked at IHT Wealth Management since 2017 and previously was with NVISION Wealth Group and LPL Financial. Outside of his advisory role, he is a managing partner of Friends and Family Homes, a mortgage and real estate services business. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative and optimization tools, offering diversified model portfolios and advisor-enhanced algorithmic investment options through a network of approximately 153 advisors.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Bryan W

Series 63, Series 66

Overland Park, KS

CreativeOne Securities, LLC

Bryan Woodell Jr. is a financial advisor at CreativeOne Securities, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Hornor Townsend & Kent, Penn Mutual Life Insurance, Brighthouse Securities, and MetLife Securities. He is also involved in wholesaling annuities to financial professionals as an independent marketing organization consultant. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm combines project-based planning with ongoing asset management, using fundamental and cyclical security analysis and a proprietary advisory platform.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Mark R

ChFC®, Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

Mark Roberts is a ChFC® credentialed advisor with 30 years of industry experience, currently serving at CreativeOne Securities, LLC since 2011. He holds Series 63 and Series 65 licenses and has held leadership roles including president of an insurance sales firm. Roberts is involved with nonprofit and educational activities, including directing the Foundation for Financial Education and advising on veteran planning programs. CreativeOne Securities, LLC is a multi-advisor registered investment adviser with 127 advisors serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides comprehensive financial planning and portfolio management services through a combination of project-based planning, ongoing asset management, and access to proprietary platforms and third-party managers.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Levi H

Series 63, Series 65

Overland Park, KS

Creativeone Wealth, LLC

Levi Huncovsky is a financial advisor at CreativeOne Wealth, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including ChangePath, LLC, Client One Securities, LLC, and United Capital Management of KS, Inc. Outside of his advisory role, he owns and operates L&L Advisors, LLC, providing life insurance, Medicare supplements, and annuities, as well as Hillcrest Benefits, which assists agents and agencies with Medicare contracting and sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies to deliver tailored investment solutions.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Martha P

Series 66

Leawood, KS

Cetera Planning Partners

Martha Paterik is a Series 66-registered financial advisor with 17 years of industry experience. She is currently with Cetera Planning Partners, where she has worked since 2023, and previously held positions at Purshe Kaplan Sterling Investments and Keen Wealth Advisors. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm employs a structured planning process resulting in personalized financial plans, with investment implementation focused on diversified mutual funds and ETFs aligned to client risk tolerance.

General retirement planning Social Security optimization Retirement income strategy Retired
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Drew C

Series 66

Lenexa, KS

Copper Financial

Drew Cason is a financial advisor at Copper Financial with one year of industry experience. He holds a Series 66 license and previously worked at Kansas State Housing and Buffalo Wild Wings. Copper Financial primarily serves credit union members, offering financial planning, brokerage services, and discretionary portfolio management through third-party manager referrals and in-house model portfolios. The firm works with both individual and institutional clients and operates as both a broker-dealer and SEC-registered investment adviser with ties to CommunityAmerica Federal Credit Union.

General retirement planning Income planning Self-Employed
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Madeline K

CFP®, Series 63, Series 65

Overland Park, KS

CreativeOne Securities, LLC

Madeline Key is a CFP® practitioner with four years of industry experience, currently advising at CreativeOne Securities, LLC. Her prior roles include positions at AE Wealth Management LLC, Jones Advisory Group, and SSC CPAs & Advisors. Earlier in her career, she held roles outside the financial sector including at Spin Pizza and Iron Rail Brewing. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving a diverse client base including individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines financial planning with ongoing asset management, using fundamental and cyclical security analysis alongside a proprietary advisory platform and offers both discretionary and non-discretionary portfolio management.

Retirement income strategy Annuities Wealth management General estate planning guidance Founder/Business Owner Retired
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Scott W

CFA®, Series 63

Overland Park, KS

Intellicents Investment Solutions Inc

Scott Wightman is a CFA® charterholder and holds a Series 63 license, with 11 years of industry experience. He has worked at American Century Investment Services, Inc., Mutual Securities, Inc., and has been with Intellicents Investment Solutions Inc. since 2018. Outside of advising, he is a shareholder and part-owner of Intellicents Inc., a corporation engaged in administrative operations. Intellicents Investment Solutions serves retirement plan sponsors, TPAs, individual clients, charities, and institutional accounts, providing retirement plan consulting, wealth management, and participant education. The firm employs long-term, buy-and-hold investment strategies supported by written policies, risk-based allocations, and third-party research, managing assets across mutual funds, ETFs, and collective investment trusts.

Founder/Business Owner Retired
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Sean P

Series 65

Kansas City, MO

Prairie Capital Management Group, LLC

Sean Pleimann is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO. He holds a Series 65 designation and has two years of industry experience. Prior to his current role, he worked at Country Club Bank and held positions at the University of Kansas. He also has experience with Heartland Soccer. Prairie Capital Management Group advises high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach, offering financial planning, portfolio management, and asset consulting, and provides discretionary authority for clients with amended advisory agreements.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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Luke H

Series 63, Series 65

Leawood, KS

49 Financial

Luke Heiligenthal is a financial advisor at 49 Financial with five years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, Arvest Bank, and the University of Arkansas. 49 Financial serves a diverse client base including individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm provides financial planning, investment management, consulting, retirement-plan consulting, and fractional family office services, employing a disciplined, long-term diversified asset allocation approach based on Modern Portfolio Theory.

General estate planning guidance Tax strategies for small businesses Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Values-based investing Established Professionals
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James W

Series 63, Series 65

Overland Park, KS

BOK Financial Securities, Inc.

James Wehner III is a financial advisor with BOK Financial Securities, Inc. in Overland Park, KS, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with BOK Financial Securities and Bokf, Na since 2003. Outside of his advisory role, he is involved as a co-owner of private recreational property and in mineral rights operations related to oil leases. BOK Financial Advisors serves a diverse client base including individuals, high-net-worth clients, corporations, and institutions, offering non-discretionary, fee-based investment management through its Guided Portfolio Solutions program along with financial planning and consulting services. The firm combines advisor-led client interaction with research and asset allocation by its Strategic Investment Advisors and is affiliated with a publicly traded bank holding company.

Wealth management Retirement income strategy Income planning Real estate investing
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Micah S

Series 65

Overland Park, KS

Creativeone Wealth, LLC

Micah Skebo is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Zinnia (formerly SE2) from 2020 to 2022. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a mix of proprietary ETF-based models, third-party managers, and option strategies, utilizing quantitative, fundamental, and modern portfolio theory in its investment approach.

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner
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Lance G

Series 63, Series 65

Overland Park, KS

IHT Wealth Management LLC

Lance Gorsuch is a financial advisor with IHT Wealth Management LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at LPL Financial and Waddell & Reed Inc., as well as work with various insurance carriers. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm utilizes a blend of fundamental stock selection and quantitative tools to manage diversified portfolios incorporating ETFs, mutual funds, fixed income, and option strategies, supported by a network of approximately 153 investment adviser representatives.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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John L

Series 63, Series 65

Bonner Springs, KS

Royal Fund Management, LLC

John Lawrence is a financial advisor at Royal Fund Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Proequities, Inc. and Insurance Designers of Kansas City. He is also the founder and president of Camino Consulting, LLC, an insurance brokerage specializing in wholesale life insurance. Royal Fund Management, LLC serves individuals, corporations, pension and profit-sharing plans, and charitable organizations by providing portfolio management, financial planning, and pension consulting. The firm uses fundamental, technical, and cyclical analysis to implement customized investment strategies and offers both discretionary and non-discretionary management for retirement plan participants.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Real estate investing Annuities Founder/Business Owner
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Christopher B

Series 66

Kansas City, MO

Prairie Capital Management Group, LLC

Christopher Blunt is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, with 21 years of industry experience. He holds the Series 66 designation and has been with Prairie Capital since 2021. He also maintains a role at Umb, where he has worked since 2010. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients including pension plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on selecting and monitoring independent portfolio managers rather than directly investing client assets for most accounts.

Private / alternative investments Active portfolio management Concentrated stock management Retirement income strategy Founder/Business Owner Executive
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David K

Series 63, Series 65

Mission, KS

Arvest Wealth management

David Kempfe is a financial advisor at Arvest Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Principal Life Insurance Company and Transamerica. Outside of his advisory career, he co-owns a farm through an LLC, which is used for crop production and livestock grazing. Arvest Wealth Management serves individual investors, retirement plans, charitable organizations, and corporate clients, offering investment advisory, financial planning, and retirement consulting services. The firm employs a diverse investment approach that includes fundamental, technical, quantitative, and qualitative analysis, with an emphasis on asset allocation tailored to client objectives and risk tolerances.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
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Donald M

Series 66

Overland Park, KS

IHT Wealth Management LLC

Donald Morse is a financial advisor with IHT Wealth Management LLC in Overland Park, KS. He holds the Series 66 designation and has 24 years of industry experience. Prior to joining IHT in 2017, he worked at NVISION Wealth Group and LPL Financial. He also operates Don Morse Wealth Management, an affiliated business used for accounting and tax purposes. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors with discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm employs a combination of fundamental value screening, quantitative optimization, and periodic rebalancing, offering tailored portfolio solutions through a network of investment adviser representatives.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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James M

Series 63, Series 65

Kansas City, MO

American Century Investments Private Client Group, Inc.

James Merdian is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to his current role, he worked at American Century Investment Services, Inc. and has experience outside finance with Mueller Painting LLC. He also attended the University of Missouri. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation and diversification through model portfolios managed by its investment team, offering access to mutual funds and ETFs including affiliated American Century and Avantis funds.

Tax-loss harvesting
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