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3,356 advisors near
64111
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Out of 400,000+ nationwide
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.
Daniel S
Series 63, Series 65
Shawnee, KS
Geneos Wealth Management, Inc.
Daniel Stewart is a financial advisor with Geneos Wealth Management, Inc., holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His career includes roles at Securities America, Summit Brokerage Services, and running his own business, Professional Financial Concepts LLC, where he serves as president. He is also a partner in Stewart and Johnson Consulting LLC, working on institutional insurance placements. Geneos Wealth Management is an SEC-registered investment adviser serving individuals, trusts, estates, corporations, and institutional clients with financial planning, portfolio management, and third-party money manager referrals. The firm offers a range of programs and strategies, including discretionary and non-discretionary advisory supervision and model-based allocations, managing over $5.5 billion in client assets as of 2024.
Christopher F
Series 63, Series 65
Overland Park, KS
Visionary Wealth Advisors, LLC
Christopher Ferguson is a financial advisor at Visionary Wealth Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Financial Engines Advisors L.L.C. and Tmfs Advisors, LLC. Ferguson has been with Visionary Wealth Advisors since 2020. Visionary Wealth Advisors provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, business entities, and retirement plans. The firm employs model-based strategies and separately managed accounts, combining fundamental, technical, and cyclical analysis within an asset-allocation framework derived from Modern Portfolio Theory.
Lance S
Series 65
Overland Park, KS
Creativeone Wealth, LLC
Lance Sparks is a financial advisor with Creativeone Wealth, LLC, holding a Series 65 designation and eight years of industry experience. He has been involved with Market Synergy Group since 2014 and Creative One Marketing Corporation since 2013, serving in leadership and strategic roles. Outside of advisory work, he is an investor in Dakota Shy Winery in Napa, California. Creativeone Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a diversified investment approach using proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies.
John J
Series 66
Kansas City, MO
The Wealth Consulting Group
John Jespersen is a financial advisor with The Wealth Consulting Group, holding a Series 66 credential and 17 years of industry experience. He has worked at multiple firms including V Wealth Advisors LLC and Purshe Kaplan Sterling Investments. Jespersen serves as Honorary Consul of Denmark for Kansas and Missouri, assisting with consular, commercial, and cultural matters. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.
Angela R
Series 66
Kansas City, MO
Prairie Capital Management Group, LLC
Angela Robertson is a financial advisor at Prairie Capital Management Group, LLC in Kansas City, MO, holding a Series 66 designation with 19 years of industry experience. She has worked at Prairie Capital Management Group, LLC since 2021 and was previously with Prairie Capital Management LLC from 2008 to 2021. Prairie Capital primarily serves high-net-worth individuals and families, as well as institutional clients such as pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a multi-manager, multi-strategy investment approach, focusing on asset consulting, investment supervisory services, and management of pooled investment vehicles.
Benjamin J
Series 66, Series 63
Kansas City, MO
American Century Investments Private Client Group, Inc.
Benjamin Jolles is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 66 and Series 63 designations and has two years of industry experience. His work history includes roles at American Century Investment Services, the University of Kansas, and several country clubs. American Century Investments Private Client Group provides discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs model portfolios managed by its asset allocation and investment teams, primarily with proprietary mutual funds and ETFs, and serves clients typically meeting a modest relationship threshold.
Ian T
Series 63, Series 65
Overland Park, KS
ON Investment Management CO
Ian Trembly is a financial advisor with ON Investment Management Company, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work experience includes roles at The ON Equity Sales Company, Ohio National Financial Services, Shipt, The Home Depot, and MSP. Outside of finance, he was involved with Olathe Youth Baseball for over a decade. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services, with a mix of discretionary and non-discretionary account management and access to multiple third-party investment programs.
Trevaun S
Series 66
Kansas City, MO
American Century Investments Private Client Group, Inc.
Trevaun Suggs is a financial advisor at American Century Investments Private Client Group, Inc. with a Series 66 designation and no prior industry experience. His work history includes roles at various financial services firms and other industries since 2022. American Century Investments Private Client Group offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm utilizes model portfolios managed by internal teams and focuses on proprietary mutual funds and ETFs, serving clients typically with account minimums around $50,000.
David R
Series 63, Series 65
Overland Park, KS
CreativeOne Securities, LLC
David Raetz is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with CreativeOne Securities (formerly Client One Securities) since 2012 and is also an owner and advisor at Benchmark Financial Group. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through its network of 127 advisors. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management using both proprietary and external resources.
Todd Z
ChFC®, Series 63
Overland Park, KS
Creativeone Wealth, LLC
Todd Zimlich is a financial advisor at CreativeOne Wealth, LLC with 29 years of industry experience. He holds the ChFC® designation and has worked previously at Securities America Advisors and Securities America, Inc. Outside of his advisory role, he serves as board treasurer for Grace Point Church in Topeka, KS. 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 discretionary accounts using a combination of proprietary models and third-party managers, incorporating a range of investment strategies including ETFs, mutual funds, and options.
Michael G
Series 63, Series 66
Kansas City, MO
Prairie Capital Management Group, LLC
Michael Gentry is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Prairie Capital since 2012, including its current iteration since 2021. Gentry serves as an individual trustee of the ROOC Trust and participates on the Kansas City Symphony’s Audit and Finance Committee. Prairie Capital primarily serves high-net-worth individuals, families, and institutional clients, offering asset consulting and investment supervisory services. The firm employs a multi-manager, multi-strategy investment approach, setting allocation parameters and selecting independent portfolio managers while managing a range of pooled investment vehicles.
Norman G
Series 65, Series 66
Overland Park, KS
Commonwealth Financial Network
Norman Grant is a financial advisor with Commonwealth Financial Network, holding Series 65 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at Edward Jones and founding Grant Capital, LLC, through which he operates his advisory and insurance business. Commonwealth Financial Network is a nationally recognized dual-registered broker/dealer and investment adviser supporting a network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a comprehensive platform that includes managed account programs, access to third-party asset managers, retirement consulting, and custody services.
Cole B
CFP®, Series 65
Overland Park, KS
Creative Planning
Cole Baker is a CFP® and holds a Series 65 license with three years of industry experience. He is currently an advisor at Creative Planning, where he has worked since 2022. Prior to joining Creative Planning, he was employed at KPMG, LLP for one year. Outside of his advisory role, Baker is a licensed real estate agent and also works as a tax preparer. Creative Planning serves a diverse client base including individuals, corporations, foundations, trusts, and retirement plans, managing approximately $217 billion in client assets. The firm utilizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced techniques such as direct indexing and tax-loss harvesting, and offers a range of retirement plan services alongside affiliated legal, trust, and recordkeeping businesses.
Nancy L
Series 65, Series 63
Overland Park, KS
Mariner
Nancy Lott is a financial advisor at Mariner Wealth Advisors with 23 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Stonex Group Inc, Stonex Financial Inc, and Waddell & Reed, Inc. Nancy is based in Overland Park, KS. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm combines discretionary, customized portfolios managed by an Investment Committee with integrated tax and accounting services, offering capabilities that include alternatives, digital assets, and employer financial-wellness tools.
Andrew H
CFP®, Series 63, Series 65
Overland Park, KS
Commonwealth Financial Network
Andrew Heffernon is a CFP® with four years of industry experience, currently affiliated with Commonwealth Financial Network. He has held prior roles at Infinitas, Prime Capital Investment Advisors, Creative Planning, LLC, and Holmes Murphy & Associates. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and offers a broad adviser-support platform, including managed-account programs and access to third-party asset managers, supporting a wide range of individual and institutional clients.
James T
Series 65, Series 66
Overland Park, KS
Mariner
James Tinsley is a financial advisor at Mariner with 15 years of industry experience. He holds Series 65 and Series 66 credentials. His prior experience includes nine years at Two West Capital Advisors and seven years at Mariner Wealth Advisors before joining Mariner Institutional. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with offerings that include alternatives, structured notes, and digital assets, alongside integrated tax and accounting services.
Grace S
Series 65, Series 63
Overland Park, KS
Empower Advisory Group
Grace Smith is a financial advisor with Empower Advisory Group holding Series 65 and Series 63 credentials and seven years of industry experience. She has worked at Empower Advisory Group since 2026 and previously held positions at GWFS Equities, Elite Human Capital, Cosentino's Market, and Price Chopper. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm integrates its services with recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning.
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3,356 advisors near
64111
within the area shown on the map
Out of 400,000+ nationwide