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66542
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Michele H
PFS™, Series 66
Lawrence, KS
Merit Financial Advisors
Michele Hammann is a financial advisor at Merit Financial Advisors with seven years of industry experience. She holds the PFS™ designation and Series 66 license. Prior to joining Merit, she worked at Wealthcare Advisory Partners, Avantax Investment Services, and 1st Global Advisors. Hammann serves as a board member of Commerce Bank, NA, and holds several trustee and advisory roles related to nonprofit and university organizations. Merit Financial Group is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base including individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using model portfolios and customizable sleeves, supported by a central Investment Management team and Investment Committee.
Andrew K
Series 63, Series 66
Topeka, KS
Brookwood Investment Group
Andrew Keehn is a financial advisor with Brookwood Investment Group in Topeka, KS, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked at multiple firms, including Redwood Private Wealth LLC and OWLFI RIA. Outside of his advisory role, he owns Blackstone Wealth Protectors, a tax services business. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, offering portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a mix of passive, active, tactical, and blended strategies and operates a network of proprietary partner offices with multiple affiliated businesses.
Brian L
Series 66
Topeka, KS
Merit Financial Advisors
Brian Lang is a financial advisor with Merit Financial Advisors in Topeka, KS, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wealthcare Advisory Partners, Avantax Advisory Services, and 1st Global Capital Corp. Outside of advising, he serves as treasurer and audit committee member for the Topeka Community Foundation, where he contributes to financial oversight and asset allocation. Merit Financial Group is an SEC-registered advisory firm managing approximately $10.6 billion for a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm applies a long-term, diversified investment strategy through customizable model portfolios and utilizes multiple asset classes and third-party managers under centralized oversight.
Brady B
Series 65
Topeka, KS
Gradient Advisors, LLC
Brady Black is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and three years of industry experience. He has been with Gradient Advisors since 2023 and previously served in a strategic partnership role at Gradient Annuity Brokerage starting in 2009. Outside of his advisory duties, he owns a recreational equipment rental business specializing in boat and RV rentals. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, and charitable organizations. The firm employs a largely non-discretionary approach and supports clients through a network of Investment Advisor Representatives and third-party money managers.
Joshua W
Series 65
Topeka, KS
Gradient Advisors, LLC
Joshua Watson is a financial advisor at Gradient Advisors, LLC with Series 65 registration and one year of industry experience. He has been associated with Gradient Annuity Brokerage since 2011. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives who coordinate with third-party money managers under a largely non-discretionary model, managing approximately $289 million in regulatory assets alongside $1.10 billion in assets under administration.
Craig L
Series 63, Series 65
Topeka, KS
ON Investment Management CO
Craig Larsen is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been associated with Waddell & Reed, Inc. since 1983 and is involved in insurance sales through various carriers and his own firm, Larsen Financial. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary management options, utilizing a range of third-party investment programs.
Bert F
Series 63, Series 65
Lawrence, KS
Merit Financial Advisors
Bert Falley II is a financial advisor at Merit Financial Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wealthcare Advisory Partners, Avantax, Ss&C Solutions, and 1ST Global Advisors. Outside of his advisory role, he serves as trustee for a family farm operation and is managing member of a holding company for family farms and private bank stock. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors. The firm serves a diverse client base including individuals, retirement plan sponsors, and institutions, employing a long-term, diversified investment approach through customizable model portfolios overseen by an Investment Committee.
Mark R
CFP®, Series 63
Topeka, KS
The Wealth Consulting Group
Mark Reinert is a CFP® with 36 years of industry experience, currently affiliated with LPL Financial in Topeka, Kansas. He has worked at LPL Financial since 2009 and operates Reinert Wealth Management, a DBA under LPL. He also provides investment advisory services through WCG Wealth Advisors, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
John L
Series 65, Series 63
Topeka, KS
ON Investment Management CO
John Larsen is a financial advisor with ON Investment Management CO in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Waddell & Reed, Inc and Ohio National Financial Services. Larsen serves as a board member for the Sonus Chamber Choir, providing financial advice alongside the treasurer. ON Investment Management Company (ONIMCO) is a registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment management and maintains a dual-registration model integrating broker-dealer activities with advisory services.
James C
Series 66
Topeka, KS
ON Investment Management CO
James Cook is a financial advisor with ON Investment Management Company in Topeka, KS, holding a Series 66 credential and offering 10 years of industry experience. His prior work includes roles at The O.N. Equity Sales Company, Ohio National Financial Services, and Waddell & Reed. Outside of advising, he owns Pretty Practical, a woodworking business. ON Investment Management Company serves individuals, families, trusts, charitable organizations, and businesses with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a range of third-party investment programs and operates a dual-registration model combining advisory and broker-dealer activities.
Melinda M
Series 66
Topeka, KS
Kovack Advisors, inc.
Melinda Meacham is a financial advisor with Kovack Advisors, Inc. in Topeka, KS, holding a Series 66 designation and 26 years of industry experience. She has been with Kovack Advisors and Kovack Securities since 2015. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, pension and profit-sharing plans, and banking institutions nationwide. The firm offers discretionary and non-discretionary asset management, financial planning, and utilizes a diversified investment approach primarily through mutual funds and ETFs.
James C
Series 66
Lawrence, KS
Merit Financial Advisors
James Colahan is a financial advisor at Merit Financial Advisors with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Wealthcare Advisory Partners, Avantax, and 1ST Global in various capacities. Outside of his advisory work, he is involved with SSC CPAs & Advisors, a tax preparation and CPA firm. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base that includes individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies, overseen by a central Investment Management team and Investment Committee.
Colin A
Series 65
Lawrence, KS
Merit Financial Advisors
Colin Aldrich is a financial advisor at Merit Financial Advisors with one year of industry experience. He holds a Series 65 designation and has prior experience with Wealthcare Advisory Partners LLC, Commerce Bank, and KeyBank National Association. Outside of his advisory role, he owns a short-term rental property managed through a third party. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in client assets. The firm offers coordinated wealth-management services with a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio options.
Nathan R
Series 63, Series 65
Topeka, KS
IPI Wealth Management, Inc.
Nathan Rewerts is a financial advisor with IPI Wealth Management, Inc. in Topeka, Kansas, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with IPI Wealth Management and its predecessor, Investment Planners, Inc., since 2006. Outside of his advisory role, Rewerts serves as Secretary/Treasurer for Consolidated Rural Water District #1 in Auburn, Kansas, and is involved with the Shawnee County Fire District #4. IPI Wealth Management serves a diverse client base including individual investors, charitable and corporate clients, and retirement plans, offering portfolio management, financial planning, and access to third-party manager programs. The firm employs an open-architecture investment platform with proprietary risk-based models and outsources operational functions to a systems provider to support trade execution and reporting.
Thad W
Series 65
Topeka, KS
Foundations Investment Advisors LLC
Thad Wellshear is a financial advisor with Foundations Investment Advisors LLC in Topeka, KS, holding a Series 65 credential and seven years of industry experience. He has been with Foundations Investment Advisors since 2019 and concurrently operates Creative Senior Solutions, a firm active since 2003. Wellshear also serves as president of TGW Wealth Management, where he provides insurance and annuity solutions along with non-legal estate planning administrative services. Foundations Investment Advisors LLC offers financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, employs model portfolios with asymmetric rebalancing, and provides services through a wide network of affiliated offices and representatives.
Philip M
Series 63, Series 66
Lawrence, KS
Berthel, Fisher & Company Financial Services, Inc.
Philip Mcwilliams is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with Berthel, Fisher since 1994. Outside of his advisory role, he is involved in securities and insurance through his own entities, including MCWILLIAMS FINANCIAL SERVICES, LLC. Berthel, Fisher & Company Financial Services, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, and institutional clients. The firm offers a range of asset management solutions across multiple platforms and permits advisors to manage portfolios using various investment vehicles and strategies.
James C
Series 63, Series 66
Topeka, KS
Gradient Advisors, LLC
James Cummings is a financial advisor with Gradient Advisors, LLC in Topeka, KS, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Gradient Advisors since 2017 and is also president and owner of Cummings Financial Services, Inc., a financial and retirement planning business. Additionally, he works as a case design specialist supporting affiliated Gradient companies. Gradient Advisors, LLC offers investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and businesses. The firm operates primarily through third-party money managers and Investment Advisor Representatives, utilizing a largely non-discretionary model with client approval of transactions and incorporating various analytical approaches in portfolio management.
Tyson S
Series 63, Series 66
Topeka, KS
AE Wealth Management, LLC
Tyson Schmitt is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior roles include positions at Waddell & Reed and Country Club Financial. Outside of his advisory work, he operates a lawn care business. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach combining various model portfolios, discretionary asset management, and financial planning services.
Danielle D
Series 65
Topeka, KS
AE Wealth Management, LLC
Danielle Di Marzio is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and six years of industry experience. She has worked at AE Wealth Management since 2018 and previously held roles in insurance with Tom Perkuhn-Sherlter Insurance and Kansas Builders Insurance Group. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.
Bradley M
ChFC®, Series 63, Series 65
Topeka, KS
Centaurus Financial, Inc.
Bradley Miller is a financial advisor with Centaurus Financial, Inc. in Topeka, KS. He holds a ChFC® designation along with Series 63 and Series 65 licenses, and has 44 years of industry experience. Miller has been with Centaurus Financial since 2002. Outside of his advisory role, he is involved in light construction and remodeling work with Wunder Works Construction. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of discretionary and non-discretionary arrangements and various analytic approaches.
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Finding advisors...
338 advisors near
66542
within the area shown on the map
Out of 400,000+ nationwide