Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

761 advisors near
89131

Out of 400,000+ nationwide

user avatar

Yuko D

CFP®, Series 63, Series 65

Las Vegas, NV

McBroom & Associates, LLC

Yuko Du Bois is a CFP® professional with 18 years of industry experience, currently serving at McBroom & Associates, LLC and owning MIRU & Associates LLC, a company providing accounting, bookkeeping, and small business administration services. She has been with McBroom & Associates since 2011 and founded MIRU & Associates in 2013. McBroom & Associates is a discretionary, fee-based investment adviser managing approximately $214 million in assets for individuals, trusts, estates, charitable organizations, and business entities. The firm employs a value-based investment process combined with technical analysis and customizes portfolio construction to client objectives.

Private / alternative investments Real estate investing Active portfolio management
user avatar
firm logo

Nicholas A

Series 66

Las Vegas, NV

Mission Financial Group, LLC

Nicholas Abbott is a financial advisor at Mission Financial Group, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, First Allied Advisory Services, and Cetera Advisors LLC. Abbott is also a managing member of Nicholas Abbott LLC, a business entity created for tax and investment purposes. Mission Financial Group provides investment advisory and planning services primarily to individuals, high net worth clients, retirement plans, trusts, and business entities. The firm emphasizes individualized portfolio construction and ongoing monitoring using a variety of analysis techniques and offers comprehensive portfolio management, standalone financial planning, and retirement plan consulting.

Retirement plans for business owners (SEP, solo 401k)
user avatar
firm logo

Alexis M

CFP®, Series 65

Las Vegas, NV

Ducere Wealth Management

Alexis Miranda is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Ducere Wealth Management in Las Vegas, NV. Miranda has two years of industry experience, including a prior seven-year tenure at The Investment Counsel Company. Ducere Wealth Management is an SEC-registered advisory firm that serves ultra-high net worth individuals, accredited investors, families, business owners, and select corporate clients. The firm focuses on long-term strategic asset allocation with tax-efficient strategies and selective use of alternative investments, managing approximately $504 million for a small team of advisors.

Tax-loss harvesting Private / alternative investments Concentrated stock management Wealth management General estate planning guidance Founder/Business Owner Executive
user avatar
firm logo

Cameron D

Series 65

Las Vegas, NV

Buckley Wealth

Cameron Dunaway is a financial advisor at Buckley Wealth Management with a Series 65 designation and two years of industry experience. He has worked at Buckley Wealth since 2022 and previously held roles in the mortgage and gaming industries. Outside of advisory work, he operates a notary public service in Las Vegas. Buckley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and retirement consulting. The firm combines fundamental, technical, and cyclical analysis with various investment strategies and may incorporate alternative investments and third-party managers to meet client needs.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
user avatar
firm logo

Fionn A

Series 65

Las Vegas, NV

Adaptive Wealth Engineering

Fionn Allen is a financial advisor at Adaptive Wealth Engineering in Las Vegas, NV, holding a Series 65 designation. Allen has been with Summit Portfolio Management since 2022 and has prior experience across several industries, including hospitality and professional skiing. Adaptive Wealth Engineering is an SEC-registered advisory firm with five advisors managing approximately $213 million for about 113 clients. The firm provides discretionary portfolio management and written financial planning, utilizing an evidence-based investing framework focused on global diversification, factor exposures, and risk assessment.

Factor investing / smart beta Passive / index investing General estate planning guidance General retirement planning
user avatar
firm logo

Sergio T

Series 65

Las Vegas, NV

Confidence Wealth Management, Inc.

Sergio Torres is a financial advisor at Confidence Wealth Management, Inc. in Las Vegas, NV. He holds a Series 65 designation and has four years of industry experience. Prior to joining Confidence Wealth Management, he worked at Stuart Weitzman and Tiffany & Co. Confidence Wealth Management, Inc. manages approximately $454 million for a range of clients including individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm employs a team of nine advisors and uses proprietary model portfolios alongside third-party managers, combining passive ETFs with actively managed mutual funds across various strategies focused on risk management and diversification.

Wealth management General estate planning guidance Multi-generational wealth transfer Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar
firm logo

Alana Terese C

Series 65

Las Vegas, NV

Winans Investments

Alana Terese Calairo is a financial advisor at Winans Investments with one year of industry experience. She holds a Series 65 designation and has previously worked at Follett Corporation and California State University Sacramento. Winans Investments provides discretionary and non-discretionary portfolio management, advisory consulting, and research services to a range of clients including individuals, trusts, investment companies, and pension plans. The firm employs a quantitative and technical analysis approach to construct growth and fixed-income portfolios, offers personalized and model-based strategies, and licenses proprietary market indices and model strategies to other advisers.

Passive / index investing Active portfolio management Real estate investing Options & derivatives strategies
user avatar
firm logo

Yuval S

Series 65

Las Vegas, NV

Argos Wealth Advisors LLC

Yuval Shenkar is a financial advisor at Argos Wealth Advisors LLC in Las Vegas, NV, holding a Series 65 designation with 21 years of industry experience. He has been with Argos Wealth Advisors since 2013. Argos Wealth Advisors provides investment management and financial planning to individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm uses a risk-based, strategic asset allocation process with periodic rebalancing and discretionary authority over third-party money managers, integrating financial planning into portfolio services.

Wealth management Private / alternative investments Options & derivatives strategies Tax-loss harvesting
user avatar
firm logo

Michelle K

CFP®, Series 66

Las Vegas, NV

The Investment Counsel Company

Michelle Konstantarakis is a CFP® and holds a Series 66 designation, with 21 years of industry experience. She has been with The Investment Counsel Company in Las Vegas, NV since 2003. The Investment Counsel Company serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, using fundamental analysis with investment strategies tailored to various client objectives.

Private / alternative investments Options & derivatives strategies
user avatar
firm logo

Richard R

Series 63, Series 66

Las Vegas, NV

Forthright Capital

Richard Reed is a financial advisor at Forthright Capital with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sequent Planning, Bank of the West, and Securities America Advisors. In addition to his advisory role, he is involved with Forthright Capital Partners as an insurance agent soliciting individual life insurance and fixed annuity products. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets, serving individuals, retirement plans, corporations, and charitable organizations. The firm primarily utilizes passive investment management through model portfolios and incorporates outside managers when appropriate, with regular account reviews and an emphasis on due diligence and monitoring.

General retirement planning Cash flow / budgeting Debt management
user avatar
firm logo

Brian B

Series 63, Series 65

Las Vegas, NV

Buckley Wealth

Brian Buckley is a financial advisor at Buckley Wealth with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley in various capacities from 2007 to 2017. Buckley serves on the advisory board for the Provincial Council of the Clerics of Saint Viators Investment Board and is a committee member on the appeals board for the Investments & Wealth Institute. Buckley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses a multi-strategy investment approach incorporating fundamental, technical, and cyclical analysis, and works with third-party managers and alternative investments when suitable.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Retirement income strategy
user avatar
firm logo

Andrew W

CFP®, Series 65

Las Vegas, NV

The Investment House LLC

Andrew Woodman is a CFP® and Series 65-registered advisor with The Investment House LLC in Las Vegas, NV. He has eight years of industry experience, including five years at Personal Capital Advisors Corporation prior to joining The Investment House LLC in 2018. The Investment House LLC provides discretionary portfolio management primarily to individual and high-net-worth clients, as well as institutional and pooled investment vehicles. The firm manages various strategies using fundamental analysis and top-down sector selection, and oversees registered investment companies, an ETF, and private funds.

Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing
user avatar
firm logo

Kevin H

Series 66

Las Vegas, NV

Black Card Circle

Kevin Holmes is a financial advisor at Black Card Circle with 12 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed Inc. from 2015 to 2021. Holmes is also associated with various insurance carriers through W&R Insurance Agency. Black Card Circle is a registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm provides portfolio management and written financial planning, operating as a team of six advisors that follow a Modern Portfolio Theory approach with diversified allocations and non-discretionary, trade-by-trade client consent execution.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Michael P

Series 65

Las Vegas, NV

Palisade Investments, LLC

Michael Pride is a Series 65-licensed advisor at Palisade Investments, LLC with seven years of industry experience. He previously worked at Integrated Money Management from 2019 to the present and at Rebel Systems Inc. from 2016 to 2019. Palisade Investments provides retirement-plan consulting, financial planning, and portfolio management services to individuals, including high-net-worth clients, as well as to pension and profit-sharing plans and other institutional clients. The firm employs a strategic asset-allocation approach focused on diversified portfolios using mutual funds and ETFs, offering both discretionary and non-discretionary management across multiple office locations.

Retirement plans for business owners (SEP, solo 401k) Wealth management Options & derivatives strategies Passive / index investing
user avatar
firm logo

Gerard M

Series 63, Series 65

Las Vegas, NV

SimplyRIA Advisor Network

Gerard Magee Jr. is a financial advisor with SimplyRIA Advisor Network based in Las Vegas, NV. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his advisory career, he served 21 years in the United States Air Force. Magee is also involved as a principal advisor at Imagine Advisors LLC and works in insurance sales and compliance at Imagine Financial Group. SimplyRIA Advisor Network operates as an RIA-aggregator supporting independent practices with tailored portfolio management for individuals, trusts, estates, and qualified retirement plans. The firm utilizes a combination of active and passive strategies, third-party sub-advisers, and alternative investments to meet client objectives.

Retirement income strategy Annuities Wealth management Private / alternative investments Options & derivatives strategies
user avatar
firm logo

Ryan T

Series 66

Las Vegas, NV

Black Card Circle

Ryan Tape is a financial advisor at Black Card Circle with 11 years of industry experience. He holds a Series 66 designation and previously worked at Waddell & Reed, Inc. from 2015 to 2018. Outside of advising, he serves as Treasurer for the Gold Coast Golf Association. Black Card Circle is a team of six advisors serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm provides portfolio management and financial planning based on Modern Portfolio Theory, managing accounts on a non-discretionary basis with client approval required for each transaction.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Stephanie L

Series 63, Series 65

Las Vegas, NV

Winans Investments

Stephanie Larson is a financial advisor at Winans Investments with seven years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining Winans Investments, she worked at Franklin Templeton Investments and Bank of the West, a BNP Paribas affiliate. Winans Investments provides portfolio management, advisory consulting, and research services to individuals, trusts, investment companies, and pension plans. The firm serves both non-high-net-worth and high-net-worth clients, employing a quantitative and technical investment approach based on screening thousands of publicly traded companies to construct growth and fixed-income portfolios.

Passive / index investing Active portfolio management Real estate investing Options & derivatives strategies
user avatar
firm logo

David K

Series 63, Series 65

Las Vegas, NV

The Investment House LLC

David Kahn is a financial advisor with The Investment House LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with The Investment House and its related fund since 2009, serving as Secretary and Chief Compliance Officer for The Investment House Funds. The Investment House LLC provides discretionary portfolio management to individual, high-net-worth, institutional, and pooled clients, managing registered investment companies, an ETF, and private funds. The firm employs client-specific investment policies implemented through a mix of fundamental analysis and sector selection across multiple strategies.

Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing
user avatar
firm logo

Bradford Y

CFA®

Las Vegas, NV

Argos Wealth Advisors LLC

Bradford Yamada is a CFA® charterholder with eight years of industry experience. He has been with Argos Wealth Advisors LLC since 2007, where he is part of an eight-advisor team based in Las Vegas, NV. Outside of his advisory role, he is involved in breeding, raising, and showing Standard Schnauzer dogs. Argos Wealth Advisors provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a risk-based, strategic asset allocation approach with periodic rebalancing and discretionary oversight of third-party money managers, integrating financial planning into its portfolio services.

Wealth management Private / alternative investments Options & derivatives strategies Tax-loss harvesting
user avatar
firm logo

Bernadette M

Series 65, Series 63

Las Vegas, NV

The Investment Counsel Company

Bernadette Mashas is a financial advisor at The Investment Counsel Company in Las Vegas, NV, holding Series 65 and Series 63 licenses with three years of industry experience. She previously worked at Fair, Anderson & Langerman for 13 years and served the State of Nevada for one year. The Investment Counsel Company serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs fundamental analysis and diverse investment strategies across various asset classes, managing over $2.18 billion with a seven-advisor team.

Private / alternative investments Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")