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Grace M
Series 63, Series 66
Kansas City, MO
American Century Investments Private Client Group, Inc.
Grace Mayhew is a financial advisor at American Century Investments Private Client Group, Inc. with one year of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she has worked in various positions including at Milton's Cafe and The University of Kansas. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services primarily to individuals, trusts, estates, charitable organizations, and business entities, utilizing model portfolios managed by an in-house investment committee. The firm focuses on households meeting a modest relationship threshold and mainly recommends proprietary mutual funds and ETFs in its investment solutions.
Miles L
Series 66, Series 63
Kansas City, MO
American Century Investments Private Client Group, Inc.
Miles Love is an advisor with American Century Investments Private Client Group, Inc., holding Series 66 and Series 63 credentials. He has been with the American Century firms since 2024 and has a diverse background including roles in the hospitality industry and education. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services primarily to individual clients, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios managed by dedicated asset allocation and investment teams, focusing on proprietary mutual funds and ETFs.
Matthew H
CFA®, Series 65
Overland Park, KS
Creativeone Wealth, LLC
Matthew Heimann is a CFA® charterholder with 11 years of industry experience. He is currently with CreativeOne Wealth, LLC, where he has worked since 2023. Prior to that, he spent eight years at Logia Portfolio Management in various roles. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing methods such as modern portfolio theory and quantitative analysis.
Brandon B
Series 63, Series 65
Overland Park, KS
INTELLICENTS INVESTMENT SOLUTIONS INC
Brandon Budd is a financial advisor with Intellicents Investment Solutions Inc. and Mutual Securities, Inc., holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior work includes roles at Transamerica Capital, Inc. and Transamerica Retirement Solutions. He serves as a board member and volunteer for Bags of Fun Kansas City, a nonprofit organization. Intellicents Investment Solutions Inc. provides retirement plan consulting, individual wealth management, and other financial services to plan sponsors, charitable institutions, municipalities, and individual clients. The firm employs a long-term, buy-and-hold investment approach overseen by a CFA-certified Chief Investment Officer and operates a multi-office enterprise with approximately $9.9 billion in assets under management.
Kipp N
Series 63, Series 65
Overland Park, KS
Smith, Moore & Co.
Kipp Noe is a financial advisor with Smith, Moore & Co. in Overland Park, KS, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Smith, Moore & Co. since 2016. Smith, Moore & Co. offers investment advisory and financial planning services to individuals, corporations, and pension/profit-sharing plans. The firm uses an open-architecture investment approach that incorporates proprietary models, individual advisor portfolio construction, and outsourced managers, focusing on aligning client accounts with their objectives and risk tolerances.
Steven W
Series 66
Kansas City, MO
UMB Financial Services, Inc.
Steven Winget is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 10 years of industry experience. He has been with UMB Financial Services and its affiliate UMB Bank since 2016. UMB Financial Services, Inc. provides advisory and brokerage services to a diverse client base, including individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple wrap-fee managed account programs and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor, leveraging its affiliation with UMB Bank.
Courtney R
Series 66
Overland Park, KS
CreativeOne Securities, LLC
Courtney Rader is a financial advisor at CreativeOne Securities, LLC with 16 years of industry experience and holds a Series 66 designation. His prior roles include positions at QTS Data Centers, Client One Securities, LLC, and VSR Advisory Services. He is also involved in registration, licensing, and onboarding of advisors at CreativeOne Wealth, LLC. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm offers financial planning, portfolio management, retirement-plan fiduciary services, and access to proprietary and third-party advisory platforms.
Kenneth D
Series 63, Series 65
Lee's Summit, MO
Lexaurum Advisors
Kenneth Donnelly is a financial advisor with Lexaurum Advisors who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Lexaurum Advisors since 2019 and previously spent over a decade with HD Vest-related firms. Outside of advising, he owns and operates tax preparation and resolution businesses and is the author of two books on tax and retirement planning. Lexaurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, and institutional clients. The firm manages approximately $1.27 billion across more than 2,000 clients using diversified portfolios grounded in modern portfolio theory and offers both discretionary and non-discretionary advisory services.
Jaxon H
Series 66
Leawood, KS
The Wealth Consulting Group
Jaxon Hyatt is a financial advisor with The Wealth Consulting Group in Leawood, KS. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he held positions at several firms including LPL Financial LLC, WCG Wealth Advisors, IHT Wealth Management, and Tall Oaks Advisors. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, employing both active and passive investments, model portfolios, and advisor-enhanced automated services.
Brooks E
CFP®, Series 66
Leawood, KS
FAS Wealth Partners, Inc.
Brooks Elder is a CFP® professional with five years of industry experience. He is currently with FAS Wealth Partners, Inc., where he has worked since 2021 through affiliated entities. Prior to that, he was with Morgan Stanley for two years. FAS Wealth Partners serves individual clients, trusts, estates, corporations, and employer-sponsored retirement plans, offering fee-based advisory services including portfolio management, financial planning, and ERISA consulting. The firm uses customized asset-allocation strategies and a range of investment vehicles, including mutual funds, ETFs, and individual securities, with discretionary trading authorized as appropriate.
Misael H
Series 65
Overland Park, KS
INTELLICENTS INVESTMENT SOLUTIONS INC
Misael Herrera Granados is a financial advisor at Intellicents Investment Solutions Inc. with five years of industry experience and holds a Series 65 designation. He previously worked at True Wealth & Company LLC and has been involved with charitable outreach as a committee member for Turn the Page KC. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions with services including retirement plan consulting, HSA consulting, and individual wealth management. The firm employs a long-term, buy-and-hold investment approach led by a CFA Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices.
Brittany A
Series 63, Series 65
Overland Park, KS
CreativeOne Securities, LLC
Brittany Ashcraft is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been associated with Harvest Financial Group since 2012. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a team of 127 advisors. The firm provides financial planning, consulting, portfolio management, and fiduciary services, utilizing a combination of project-based planning, asset management, and access to third-party manager programs.
Bryce G
Series 65
Overland Park, KS
Lexaurum Advisors
Bryce Grahn is a financial advisor at LexAurum Advisors with three years of industry experience and a Series 65 credential. Prior to joining LexAurum in 2023, he has held positions at Herring Bank and worked in construction and education-related roles. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutions, and other advisory firms as a sub-adviser. The firm employs a multi-advisor team approach and emphasizes diversified portfolios aligned with modern portfolio theory, utilizing fundamental, market-trend, and economic-cycle analysis.
Jason L
Series 63, Series 66
Overland Park, KS
UMB Financial Services, Inc.
Jason Lewis is a financial advisor at UMB Financial Services, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Charles Schwab, TD Ameritrade, Merrill, and Bank of America. His current tenure at UMB Financial Services and UMB Bank began in 2026. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple managed account solutions and integrates a documented suitability review and risk-tolerance questionnaire to tailor model-based investment strategies.
Michael R
Series 66
Overland Park, KS
IHT Wealth Management LLC
Michael Russell is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and bringing 21 years of industry experience. He has been with IHT Wealth Management since 2017 and has longstanding affiliations with NVISION Wealth Group, LLC and LPL Financial. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach that combines fundamental stock selection with quantitative and optimization tools, offering diversified model portfolios and advisory-enhanced algorithmic options through a network of 153 investment adviser representatives.
Kevin M
CFP®, CFA®, PFS™, Series 63
Leawood, KS
RubinBrown Advisors LLC
Kevin Mcgrew is a financial advisor at RubinBrown Advisors LLC with 28 years of industry experience. He holds the CFP®, CFA®, and PFS™ designations and has been with RubinBrown Advisors since 2020, previously working for Wealth Management Advisors, Inc. for 24 years. RubinBrown Advisors provides investment advisory, financial planning, and retirement plan sponsor services to individual and institutional clients, including high-net-worth individuals and charitable organizations. The firm uses strategic asset allocation through model portfolios of mutual funds and ETFs, offering both discretionary and non-discretionary management, and incorporates tax-aware strategies and technology tools in its financial planning approach.
Kent G
Series 65
Shawnee Mission, KS
Kornitzer Capital Management, Inc.
Kent Gasaway is a financial advisor with Kornitzer Capital Management, Inc., holding a Series 65 designation and over 31 years of industry experience. He has been with Kornitzer Capital Management since 1992. In addition to his advisory role, Gasaway serves as President of the Buffalo Funds, a series of mutual funds for which he acts as executive officer. Kornitzer Capital Management, Inc. is an SEC-registered investment adviser providing discretionary portfolio management to individuals and institutional clients. The firm advises multiple mutual funds, including the Buffalo Funds, and employs a research-driven investment process with strategies across balanced, equity, and fixed-income mandates.
Stephen W
Series 63, Series 66
Lees Summit, MO
ON Investment Management CO
Stephen White is a financial advisor with ON Investment Management Company, holding Series 63 and Series 66 credentials and 18 years of industry experience. He previously worked at Edward Jones from 2011 to 2017 and has been with The O.N. Equity Sales Company and Ohio National Financial Services since 2017. In addition to his advisory role, he is active as a real estate agent, assisting clients with buying and selling residential properties. ON Investment Management Company is a SEC-registered investment adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a combination of third-party programs and both discretionary and non-discretionary management approaches.
Jack O
Series 65
Overland Park, KS
Creativeone Wealth, LLC
Jack O'Brien is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and six years of industry experience. His work history includes roles at ChangePath, LLC, Creative One, and the University of Missouri Columbia. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals, corporations, plan sponsors, and other registered investment advisers. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing strategies such as modern portfolio theory, fundamental, technical, and quantitative analysis.
Jaydon C
Series 65
Leawood, KS
Prevail Innovative Wealth Advisors, LLC
Jaydon Collichio is a financial advisor at Prevail Innovative Wealth Advisors, LLC with a Series 65 credential and one year of industry experience. His prior work includes a year at Bankers Life and nine years with Ben Keech LawnsCaping. Prevail Innovative Wealth Advisors, LLC provides investment advisory and retirement-plan fiduciary services to a range of clients including individuals, pension plans, trusts, and business owners. The firm emphasizes customized portfolio management overseen by an Investment Committee and offers integrated consulting and business-oriented planning alongside discretionary asset management.
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3,296 advisors near
66211
within the area shown on the map
Out of 400,000+ nationwide