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85 advisors near
66006
within the area shown on the map
Out of 400,000+ nationwide
Merle S
Series 66
Ottawa, KS
LPL Financial
Merle Sterling is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Landmark National Bank and Frontier Farm Credit, where he spent 20 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.
Noah W
Series 63, Series 65
Lawrence, KS
Ameriprise
Noah Wilson is a financial advisor at Ameriprise with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Ameriprise, he worked at American Century Investment Services and Prime Capitol Investment Advisors. Outside of finance, he is the owner of AI Drive KC LLC, a transportation business. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Gregory P
Series 66
Lawrence, KS
Raymond James Financial
Gregory Pavlyak is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the Series 66 designation and 17 years of industry experience. He has worked with firms including David M. King Associates and Schenewerk Capital LLC, and has a background in both financial advising and business ownership through Easterday Enterprises LLC. Pavlyak also served in the U.S. Navy Reserve and has a long-term affiliation with JetBlue Airways. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public finance work through its unique municipal advisor affiliation.
Charles C
CFP®, Series 63
Lawrence, KS
Ameriprise
Charles Cary is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise in Lawrence, KS. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and operates Cary and Associates, an S Corporation that manages business administrative functions. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendation reports through a centralized consulting team.
Ryan H
Series 63, Series 66
Ottawa, KS
Edward Jones
Ryan Henningsen is a financial advisor with Edward Jones in Ottawa, KS, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has been with Edward Jones since 2011. Henningsen serves as a board member of the Franklin County Charitable Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
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Finding advisors...
85 advisors near
66006
within the area shown on the map
Out of 400,000+ nationwide