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581 advisors near
67205
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Garren T
Series 66
Wichita, KS
Gateway Wealth Partners, LLC
Garren Taylor is a financial advisor at Gateway Wealth Partners, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2012. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm offers financial planning, wealth management, and retirement plan consulting, typically allocating client assets among low-cost, diversified mutual funds and ETFs, supplemented by individual stocks, bonds, and independent managers using fundamental and technical analysis.
Matthew W
Series 66
Wichita, KS
INTELLICENTS INVESTMENT SOLUTIONS INC
Matthew Walter is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC holding a Series 66 designation and three years of industry experience. His prior roles include positions at Mutual Securities, Global Retirement Partners, LPL Financial, and CK Consulting. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm employs a long-term, buy-and-hold investment approach with regular monitoring and offers services such as retirement plan consulting, wealth management, and a wrap fee program.
Redginal J
Series 66
Wichita, KS
Nwf Advisory Services Inc
Redginal Johnson is a financial advisor at NWF Advisory Services Inc with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including The Ameriflex Group, OSAIC, Main Street Advisors LLC, Independent Financial Group LLC, and National Planning Corporation. Johnson is also involved as a licensed insurance agent offering various insurance products in Kansas. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, as well as retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture Wealth Management Platform that incorporates advisor-managed portfolios, third-party model portfolios, and customized investment solutions.
Steven H
Series 63, Series 65
Wichita, KS
Calton & Associates, Inc.
Steven Heiman is a financial advisor at Calton & Associates, Inc. in Wichita, KS, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Cooper Malone Mcclain Inc. for 22 years. Outside of advising, he serves as a referee for college basketball and football during weekends and some evenings. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations through various program structures and combines registered investment adviser and broker-dealer operations.
Michael D
Series 63, Series 65
Wichita, KS
Calton & Associates, Inc.
Michael Draut is a financial advisor at Calton & Associates, Inc. in Wichita, KS, holding Series 63 and Series 65 licenses with 39 years of industry experience. He previously worked at Cooper Malone McClain, Inc. for 19 years and was employed by the Wichita Public School System from 2021 to 2026. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations with various program structures, combining both advisory and commission-based services.
Tyler S
CFP®, Series 66
Wichita, KS
INTELLICENTS INVESTMENT SOLUTIONS INC
Tyler Schultz is a CFP® with 16 years of industry experience, currently affiliated with Intellicents Investment Solutions Inc. He previously worked at Global Retirement Partners, LLC and LPL Financial, LLC for 10 years. His prior activities include operating Korol Financial Group, LLC, a registered investment advisory business. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and institutions with a range of consulting and wealth management services. The firm’s investment approach is led by a CFA Chief Investment Officer and focuses on long-term, buy-and-hold strategies with periodic rebalancing and the use of mutual funds, ETFs, and collective investment trusts.
Shawn M
Series 65
Wichita, KS
Wealth Watch Advisors, Inc
Shawn Mercer is a Series 65-licensed financial advisor with 11 years of industry experience. He is currently with Wealth Watch Advisors, Inc and has held prior roles at AE Wealth Management, Advisersource.com, and Jolliffe Capital. Mercer also owns Mercer Financial Group DBA Your Insurance Company, Inc., where he is involved in insurance sales and services. Wealth Watch Advisors serves a diverse clientele including individuals, institutional clients, and other registered investment advisers. The firm employs a combination of quantitative, qualitative, and technical investment strategies, offering portfolio management, financial planning, and access to alternative private placements for eligible investors.
Chelsie J
Series 65
Wichita, KS
Sequent Planning, LLC
Chelsie Jamison is a financial advisor at Sequent Planning, LLC with one year of industry experience. She holds the Series 65 designation and has previous experience with Inspired Advisors, Walmart, Braums, and Circle High School. Outside of her advisory role, she is also licensed as an insurance broker through Inspired Advisors. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services through a network of approximately 97 independent investment adviser representatives, employing a structured risk framework and diversified manager exposures.
Craig K
CFP®, ChFC®, Series 63, Series 65
Wichita, KS
INTELLICENTS INVESTMENT SOLUTIONS INC
Craig Korol is a financial advisor with INTELLICENTS INVESTMENT SOLUTIONS INC in Wichita, KS, holding the CFP® and ChFC® designations and possessing 31 years of industry experience. His career includes roles at Global Retirement Partners, LLC, LPL Financial, LLC, and Mutual Securities, Inc. He has operated CK Consulting, Inc. and Korol Financial Group, LLC, which provides advisory services under an LPL business entity. Intellicents Investment Solutions Inc. serves retirement plan sponsors, third-party administrators, HSA/VEBA account sponsors, individual clients, charitable institutions, foundations, and municipalities. The firm emphasizes long-term, buy-and-hold investment strategies and offers a range of advisory services including ERISA retirement plan consulting, individual wealth management, and a wrap fee program.
Ronald C
Series 63, Series 65
Wichita, KS
International Assets Investment Management, LLC
Ronald Chronister is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He previously worked at LPL Financial, LLC for 21 years before joining International Assets Investment Management in 2024. Outside of advisory work, he serves as secretary and treasurer of a private entity and is involved in life insurance sales. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent advisers. The firm offers customized, long-term portfolio management using a range of investment vehicles and may implement strategies via third-party managers or wrap programs.
Karen Z
Series 66
Wichita, KS
CreativeOne Securities, LLC
Karen Zicht is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Transamerica Financial Advisors, Inc and Ziad Jabara CPA, P.A. She also serves as president of KMZ Capital Enterprises, LLC, a personal trading business. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based financial planning with ongoing asset management through a proprietary platform and offers a range of investment and fiduciary services.
William M
CFA®, Series 63, Series 65
Wichita, KS
Earned Wealth Advisors, LLC
William Martin III is a CFA® charterholder with four years of industry experience currently serving at Earned Wealth Advisors, LLC. Prior to joining Earned Wealth Advisors, he worked at NoHo Financial, Inc. and spent ten years at INTRUST Bank. Earned Wealth Advisors serves individual and institutional clients, focusing on physicians, dentists, and their practice employees by providing financial planning, discretionary wealth management, and retirement plan consulting. The firm emphasizes the use of independent investment managers and model portfolios, supported by third-party consultants and advanced analytical tools, and is integrated with a family of affiliated businesses offering complementary services.
Joshua J
CFP®, Series 63, Series 66
Wichita, KS
The Wealth Consulting Group
Joshua Jones is a CFP® professional with 22 years of experience in the financial services industry. He is currently with The Wealth Consulting Group, having previously worked at V Wealth Management, LPL Financial, and Edward Jones. Outside of his advisory role, he owns an insurance agency specializing in life, long-term care, and disability insurance. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, including high-net-worth individuals, corporate clients, retirement plans, and trusts. The firm employs a blend of active and passive investment strategies supported by fundamental, technical, macroeconomic, and quantitative analysis, and offers legal and implementation support through licensed attorneys and specialized vendors.
Jon H
Series 63, Series 66
Wichita, KS
Empower Advisory Group
Jon Horning is a financial advisor with Empower Advisory Group in Wichita, KS, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. His prior work includes roles at GWFS Equities, AXA Advisors LLC, and Allstate Insurance Company. Outside of his advisory role, he maintains an insurance license and receives renewal commissions as a general agent for Insurance Partners of Kansas, though he does not solicit or service insurance business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain individual clients, using an integrated model connected to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and employs proprietary and third-party methodologies in its financial planning approach.
Gary M
Series 63, Series 65
Wichita, KS
Eagle Strategies (NY Life)
Gary Myers is a financial advisor with Eagle Strategies (NY Life) based in Wichita, KS, holding Series 63 and Series 65 licenses and over 23 years of industry experience. He has been with Eagle Strategies since 2006 and operates Myers Financial Navigation, a business focused on brokering non-registered insurance products and selling New York Life services. Myers is also a shareholder of NYLARC Holding Company, which reinsures life insurance policies written with New York Life. Eagle Strategies serves a diverse client base of individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations through various advisory programs and manages the majority of its assets on a non-discretionary basis.
Brice L
CFP®, Series 66
Wichita, KS
Private Advisor Group, LLC
Brice Lowe is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2026. Prior to this, he worked at Stifel Nicolaus & Co Inc for 13 years and has been involved with Aero Capital and LPL Financial since 2024. He is also active with Mariner Independent Advisor Network, providing investment advisory services through this independent firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and managed account solutions. The firm employs a fiduciary-based model and utilizes a range of investment strategies, often implementing advice through third-party managers and technology platforms.
Alejandro M
CFP®, ChFC®, Series 66
Wichita, KS
Eagle Strategies (NY Life)
Alejandro Martinez is a CFP® and ChFC® affiliated with Eagle Strategies (NY Life) in Wichita, KS, with three years of industry experience. His career includes roles at Eagle Strategies LLC, New York Life, and Fidelity Investments. Outside of finance, he has experience in the restaurant business with Gordos Restaurante Mexicano. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Cole W
Series 63, Series 65
Wichita, KS
Transamerica Retirement Advisors, LLC
Cole Welsh is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked within various Transamerica entities since 2015, including Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs providing managed and non-discretionary investment advice. The firm utilizes proprietary technology and model portfolios from Morningstar Investment Management to offer personalized asset allocation and retirement guidance at scale.
Jeffrey Y
Series 63, Series 65
Wichita, KS
Integrity Alliance, LLC
Jeffrey Yoder is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at several firms including Kestra Advisory and Lion Street Financial, and has operated Yoder Financial Group since 2004, focusing on fixed insurance business. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and multiple program options, with a variety of investment approaches available through platforms like Envestnet and AssetMark.
Gregory L
Series 63, Series 65
Wichita, KS
J. W. Cole Advisors, Inc.
Gregory Liston is a financial advisor at J.W. Cole Advisors, Inc. in Wichita, KS, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 14 years before joining J.W. Cole Advisors and J.W. Cole Financial in 2025. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.
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Finding advisors...
581 advisors near
67205
within the area shown on the map
Out of 400,000+ nationwide