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268 advisors near
66615
within the area shown on the map
Out of 400,000+ nationwide
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.
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.
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.
Kevin T
CFP®, Series 63, Series 65
Topeka, KS
AE Wealth Management, LLC
Kevin Thornton is a CFP® with 16 years of experience in the financial services industry. He is currently affiliated with AE Wealth Management, LLC, where he has worked since 2017, and has prior experience at Madison Avenue Securities, LLC, Ivy Funds Distributor Inc, and Waddell & Reed Inc. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes the use of discretionary model portfolios and offers a range of services including 3(21) and 3(38) ERISA management, with a platform that supports a large number of clients through standardized investment models.
Joshua W
Series 65
Topeka, KS
AE Wealth Management, LLC
Joshua Wyatt is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds a Series 65 credential and has worked at AE Wealth Management since 2019. Prior to his current role, he held positions at Blue Cross and Blue Shield of Kansas, Lewis Toyota Auto Group, and LiveWatch Security LLC. In addition to his advisory work, Wyatt is involved in insurance sales and services through Jones Advisory Group. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, utilizing a platform-centered approach that incorporates both internal and third-party investment models.
Adam Y
Series 65
Topeka, KS
AE Wealth Management, LLC
Adam Young is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has worked at AE Wealth Management since 2024. Prior to this, he has experience with Advisors Excel and the Kansas Department of Commerce. AE Wealth Management is an SEC-registered investment adviser serving a broad range of clients including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and plan services through a platform that combines multiple management approaches and supports advisor customization.
Michelle G
Series 65
Topeka, KS
AE Wealth Management, LLC
Michelle Gee is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and seven years of industry experience. Her prior roles include positions at AE Financial Services, Allstate, and Fidelity State Bank, as well as experience in consignment retail and homemaking. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm relies on discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.
Nicholas T
Series 65
Topeka, KS
AE Wealth Management, LLC
Nicholas Taylor is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has previously worked at RetireWise Tax & Wealth Advisors and Kansas State University. Outside of his advisory role, he is involved in insurance and annuity sales through Miller Retirement Group, where he manages client relationships. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and trusts. The firm utilizes discretionary model portfolios and a range of investment strategies, serving over 127,000 clients with a platform-focused approach.
Heather L
Series 66
Topeka, KS
AE Wealth Management, LLC
Heather Lauseng is a financial advisor at AE Wealth Management, LLC with four years of industry experience. She holds the Series 66 designation and has worked at AE Wealth Management since 2020. Prior to her current role, she was employed by Grace Point Church and the Kansas Department of Corrections. 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 offers model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates multiple model strategies and advisor-managed options.
Peter S
Series 63, Series 65
Topeka, KS
Oppenheimer
Peter Stauffer is a financial advisor at Oppenheimer with 30 years of industry experience, including 24 years at Fahnestock & Co. Inc. He holds Series 63 and Series 65 designations. Outside of his advisory work, he serves as an Advisory Director for Bank IV Topeka and is the chairman of the YMCA Foundation, although this role is mostly inactive following the foundation’s asset distribution. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm offers a wide range of programs and provides both discretionary and non-discretionary investment management with a notable proportion of assets managed on a non-discretionary basis.
Christopher J
Series 65
Topeka, KS
AE Wealth Management, LLC
Christopher Jones is a financial advisor with AE Wealth Management, LLC in Topeka, KS, holding a Series 65 designation and 10 years of industry experience. He is also the founder of Jones Advisory Group, where he has been involved since 2008, and he operates Jones Stables. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and various investment strategies, supporting a large client base through standardized model and platform services.
Lawrence M
Series 65, Series 63
Topeka, KS
Bankers Life Advisory Services, Inc.
Lawrence Martin is a financial advisor at Bankers Life Advisory Services, Inc. with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Bankers Life Securities Inc. since 2017, as well as Bankers Life & Casualty since 1986. In addition to his advisory role, he manages a team of agents as a Branch Sales Manager at Bankers Life & Casualty. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, non-discretionary investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across various securities with periodic rebalancing and performance reviews.
Jacob L
Series 65
Topeka, KS
AE Wealth Management, LLC
Jacob Lindstrom is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and experience beginning in 2022. Prior to joining AE Wealth Management in 2025, he worked at Jones Advisory Group and Bob Schwarz Financial. He also has a background that includes roles at Kansas State University and Saia Construction. 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 offers a platform-centered approach combining model portfolio solutions, discretionary asset management, and financial planning services.
James T
Series 63, Series 65
Topeka, KS
AE Wealth Management, LLC
James Tucker is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at AE Wealth Management since 2017, with a brief interval before returning in 2022. Tucker is also the founder and president of Black Label Financial, LLC, an insurance sales business, and serves as vice president of Nesbetttucker, Inc., an executive-level car service company. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a range of services including model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services, operating a platform-based approach that incorporates models managed internally, by third parties, and by advisor-managed strategies.
Terrence B
Series 65
Topeka, KS
AE Wealth Management, LLC
Terrence Breese is a Series 65-licensed financial advisor with AE Wealth Management, LLC in Topeka, Kansas. He has seven years of industry experience, including five years at Alliance Bank before joining AE Wealth Management in 2017. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.
Cole G
Series 65
Topeka, KS
AE Wealth Management, LLC
Cole Gardner is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and four years of industry experience. He also serves as a financial advisor at Jones Advisory Group. 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 offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.
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Finding advisors...
268 advisors near
66615
within the area shown on the map
Out of 400,000+ nationwide