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87 advisors near
66006
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Out of 400,000+ nationwide
Bryan R
Series 66
Lawrence, KS
Cambridge Investment Research Advisors
Bryan Ramsay is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with Cambridge since 2010. In addition to his advisory role, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing tailored strategies via multiple platform arrangements and proprietary as well as third-party model portfolios.
Gilbert M
Series 66
Lawrence, KS
Edward Jones
Gilbert Montano Jr. is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for 21 years at BNSF Railway. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
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 for four years and Frontier Farm Credit for twenty years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.
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...
87 advisors near
66006
within the area shown on the map
Out of 400,000+ nationwide