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64086
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Edwin D
Series 65, Series 66
Lee's Summit, MO
Wealth Enhancement Advisory Services, LLC
Edwin Dillon is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 licenses and one year of industry experience. His work history includes roles at Wealth Enhancement Advisory Services, Accord Group, and several school districts. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active managers, with portfolio oversight from an internal Investment Committee.
Sarra H
Series 65
Lee's Summit, MO
Wealth Enhancement Advisory Services, LLC
Sarra Hobbs is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, she worked at UMB for 26 years. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to separate managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach that combines passive and active managers, supported by an internal Investment Committee.
Jacob L
Series 66
Belton, MO
Guardian Life
Jacob Larkey is a financial advisor with Primerica Advisors who holds a Series 66 designation and has one year of industry experience. He previously worked at Park Avenue Securities, Guardian Life Insurance Company, Barby Minnick and Associates, and Selectquote. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a variety of proprietary and third-party investment programs.
Lara S
Series 63, Series 66
Lake Lotawana, MO
Empower Advisory Group
Lara Smith is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Target and Starbucks before moving into financial services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and client savings rates through point-in-time financial plans and optional managed account solutions.
Saul R
Series 63, Series 66
Raymore, MO
Empower Advisory Group
Saul Rico is a financial advisor with Empower Advisory Group in Raymore, MO, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked at Gwfs Equities, Inc. since 2016. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and managed account options.
Robert D
Series 66
Raymore, MO
Empower Advisory Group
Robert Davies is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. Prior to joining Empower, he held various positions in the retail and hospitality sectors, including roles at La Nonna and Johnny's Tavern. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and savings rates.
Eric S
Series 66
Blue Springs, MO
Private Advisor Group, LLC
Eric Sporing is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at LPL Financial LLC, Mariner Independent Advisor Network, BFC Planning, Berthel Fisher & Company Financial Services, U.S. Bancorp Investments, and Edward Jones. He serves on the boards of the Blue Springs Chamber Foundation, Inc. and the Blue Springs Fall Fun Festival, Inc. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model and utilizes multiple investment approaches executed through both proprietary and third-party platforms.
Paul B
Series 65
Lee's Summit, MO
Wealth Enhancement Advisory Services, LLC
Paul Brock is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 12 years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he was with Wise Wealth, LLC for 12 years and worked as a self-employed insurance agent for 13 years. He is also active as an insurance agent focusing on fixed insurance and annuity sales. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting with an investment approach that blends passive and active strategies guided by an internal Investment Committee.
Brian J
Series 66, Series 63, Series 65
Lee's Summit, MO
Empower Advisory Group
Brian Johnson is a financial advisor with Empower Advisory Group based in Lee's Summit, MO, holding Series 63, 65, and 66 licenses with 17 years of industry experience. He has worked at GWFS Equities, Inc. since 2014 and has also been with J.P. Morgan Institutional Investments Inc. and J.P. Morgan Retirement Plan Services LLC since 2008. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain IRA and retail brokerage account holders. The firm’s integrated model leverages Empower’s recordkeeping and administrative platforms to deliver point-in-time financial plans and managed account solutions focused on long-term portfolio returns and client savings rates.
Scott W
Series 63, Series 66
Lee's Summit, MO
Empower Advisory Group
Scott Wilson is a financial advisor with Empower Advisory Group in Lee's Summit, MO, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior work includes roles at Advised Assets Group, GWFS Equities, Bank of the West, BancWest Investment Services, Cetera Investment Services LLC, First National Bank in Pratt, and CETERA Investment Advisers LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions within plan sponsor-selected investment lineups.
Nicholas P
Series 65, Series 63
Lee's Summit, MO
Wealth Enhancement Advisory Services, LLC
Nicholas Phillips is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at American Century Investment Services Inc. and Wise Wealth, LLC. Outside of his advisory role, he is the owner of Horizon Real Estate, a real estate rental business. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified investment process combining passive and active strategies overseen by an internal Investment Committee.
John L
Series 66
Lake Lotawana, MO
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
John Lynch is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has 20 years of industry experience, with prior roles at Questar Asset Management and Woodbury Financial Services. Lynch also operates as an independent non-variable insurance agent. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individual investors, retirement plans, corporations, and institutional clients. The firm supports independent advisors through a limited-partnership ownership structure and offers both advisory and brokerage services using a variety of custodians and third-party managers.
Cynthia B
Series 65, Series 63
Lee's Summit, MO
Mercer Global Advisors Inc.
Cynthia Biernbaum is a financial advisor at Mercer Global Advisors Inc. with nine years of industry experience. She holds the Series 65 and Series 63 designations. Her prior experience includes roles at LPL Financial, llc and Waddell & Reed, Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and direct indexing, complemented by specialized programs and tax-management options.
Natalie K
Series 66
Blue Springs, MO
D.A. Davidson & Co.
Natalie Kranz is a Series 66 licensed financial advisor with 14 years of industry experience. She is currently with D.A. Davidson & Co., joining the firm in 2023 after previously working at LPL Financial and Commerce Brokerage Services. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides both qualitative and quantitative investment analysis under fiduciary standards and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.
Lakisha L
Series 66
Lee's Summit, MO
Bankers Life Advisory Services, Inc.
Lakisha Lewis is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 license and five years of industry experience. She has worked at Bankers Life Securities, Inc. since 2021 and Bankers Life since 2014. Outside of her advisory role, she coordinates programs at Assured Care, providing support services for individuals with mental disabilities. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and provides ongoing portfolio management aligned with clients' goals and risk tolerances.
Robert W
CFP®, Series 63, Series 65
Pleasant Hill, MO
Money Concepts Capital Corp
Robert White is a CFP® professional with 35 years of industry experience, currently serving at Money Concepts Capital Corp. He has been with Prairie Financial Group, LLC since 2007. Outside of his advisory role, he is an author of fiction and serves as Vice President on the Board of Directors for the Cass County Coalition of Chambers, as well as a board member of the Pleasant Hill Historical District. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers a range of managed programs and employs model portfolios, third-party sub-advisers, and fundamental and technical analysis to manage assets for approximately 14,700 clients.
Jason B
CFP®, ChFC®, Series 63, Series 65
Lee's Summit, MO
Centaurus Financial, Inc.
Jason Batt is a CFP® and ChFC® with 21 years of industry experience. He has been with Centaurus Financial, Inc. since 2015. Outside of his advisory role, Jason serves as an adjunct professor at San Diego Christian College and Kyoto International University, teaching undergraduate courses and developing course materials. He is also president and CEO of Open Door Financial, a non-investment related business. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers a mix of financial planning, portfolio management, and retirement-plan consulting, utilizing both discretionary and non-discretionary arrangements with a variety of analytical approaches and specialized services.
James N
Series 66, Series 63, Series 65
Blue Springs, MO
Centaurus Financial, Inc.
James Nelson is a financial advisor at Centaurus Financial, Inc. in Blue Springs, MO, holding Series 63, Series 65, and Series 66 designations with 31 years of industry experience. He has been with Centaurus Financial since 2011. Nelson operates under the DBA Nelson Wealth Management for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse clientele, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing a combination of fundamental and technical analysis alongside discretionary and non-discretionary investment arrangements.
Brandon B
Series 66, Series 63
Raymore, MO
Empower Advisory Group
Brandon Burdick is a financial advisor at Empower Advisory Group with 7 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Empower Financial Services, Northwestern Mutual Investment Services LLC, and Walgreens. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders through an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its planning services.
Karl S
Series 63, Series 65
Lee's Summit, MO
Bankers Life Advisory Services, Inc.
Karl Sullivan is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked with Mutual of Omaha and its affiliated entities since 2010 and has been with Bankers Life and its related firms since 2022. Outside of his advisory role, he recruits and trains insurance agents and is appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm focuses on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in managing client portfolios.
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Finding advisors...
275 advisors near
64086
within the area shown on the map
Out of 400,000+ nationwide