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Steven L
Series 63, Series 66
Overland Park, KS
Empower Advisory Group
Steven Ledgerwood is a financial advisor with Empower Advisory Group in Overland Park, KS, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Empower Advisory Group in 2025, he worked at GWFS Equities, Inc. and Reveal Management Services. Outside of his advisory role, he is involved as a delivery driver for DoorDash and serves as a youth soccer referee with Heartland Soccer Association. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time plans and optional managed accounts.
Justin M
Series 63, Series 66
Olathe, KS
Empower Advisory Group
Justin Magott is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Empower Retirement and Waddell & Reed, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning approach.
Craig S
Series 63, Series 65
Overland Park, KS
Creative Planning
Craig Seiler is a financial advisor with Creative Planning, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Fidelity Group LLC since 2003 and is also a partner and producer in an insurance business. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans, managing approximately $217 billion in client assets. The firm employs a financial planning-led investment process emphasizing low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure.
Alec B
Series 63, Series 65
Overland Park, KS
Newedge Advisors
Alec Bethurum is a financial advisor with NewEdge Advisors who holds Series 63 and Series 65 licenses and has nine years of industry experience. He previously worked at Sterneck Capital Management for eleven years before joining NewEdge Advisors in 2024. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support clients and advisers.
Dylan A
Series 65, Series 66
Overland Park, KS
Creative Planning
Dylan Aldrich is a financial advisor with Creative Planning in Overland Park, KS, holding Series 65 and Series 66 licenses and having nine years of industry experience. Prior to joining Creative Planning in 2017, he worked at American Century Investment Services, Inc. from 2011 to 2017 and briefly at Equitable Advisors in 2011. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, direct indexing, and selective private market exposure.
Kevin K
CFP®, Series 63, Series 66
Overland Park, KS
Prime Capital Financial
Kevin Kaylakie is a CFP® professional with 19 years of experience in financial advising, currently with Prime Capital Financial. His prior roles include positions at Sinecera Capital LLC, Northern Trust Securities Inc., Northern Trust Bank, Maslow Wealth Advisors, Merrill, and Equitable Advisors. He serves as Board Member, Treasurer, and Investment Committee Chairman of the Hospice Austin Fund and is also involved with the Catholic Diocese of Austin and Emmaus Catholic Church in Austin, TX. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm uses diverse investment strategies and maintains an affiliated accounting subsidiary to provide tax planning and financial administration services.
Wendy P
Series 65
Overland Park, KS
Prime Capital Financial
Wendy Perrin is a Series 65-licensed financial advisor with six years of industry experience. She has worked at Prime Capital Investment Advisors, LLC since 2014, following three years at Goldleaf Partners. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, family office offerings, and uses a variety of investment strategies along with affiliated tax advisory services.
Brentton D
Series 65, Series 66
Overland Park, KS
Brookstone Capital Management LLC
Brentton Duck is a financial advisor at Brookstone Capital Management LLC with two years of industry experience. He holds Series 65 and Series 66 licenses and has prior experience at Merrill and Bank of America, N.A. before joining Brookstone. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm uses a range of investment strategies, including strategic and dynamic asset allocation models, ETFs, mutual funds, and options-enhanced strategies, and serves both as an independent advisor and a sub-advisor to other programs.
Jacob W
CFP®, Series 66
Overland Park, KS
Creative Planning
Jacob Waldenmeyer is a CFP® with nine years of industry experience currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Charles Schwab Bank and GFP Private Wealth. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth and ultra-affluent individuals as well as institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.
Anne D
Series 66
Overland Park, KS
Mariner
Anne Dorian is a financial advisor at Mariner with 16 years of industry experience. She holds the Series 66 credential and has been with Mariner Wealth Advisors since 2018. Dorian is also president of MSEC, LLC, an investment-related business. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon for a firm of its size.
Angela R
Series 66
Shawnee, KS
First Command Advisory Services
Angela Remington is a financial advisor at First Command Advisory Services with three years of industry experience. She holds a Series 66 designation and previously worked for USD 469 for nine years. Remington is also the owner of AJ Remington LLC, an independent contracting business, and a partner in Pony Express Advisors, LLC, which manages branch-related business expenses. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs, utilizing a centralized investment management team and prescreened third-party managers.
Vincent C
Series 65
Kansas City, MO
Creative Planning
Vincent Clark is a Series 65 licensed advisor at Creative Planning with 10 years of industry experience, having been with the firm since 2015. He serves on multiple nonprofit boards, including Park University’s Board of Trustees and Foundation Board, Children’s Mercy Hospital, Kansas City Ballet, and American Public Square, contributing to fiduciary oversight and organizational governance. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a centralized investment infrastructure.
Jonathan S
CFP®, Series 65
Overland Park, KS
Creative Planning
Jonathan Slabaugh is a CFP® with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. His prior experience includes roles at State Street Corporation and Assurity Life Insurance Company. Outside of finance, he has worked in the hospitality industry. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and selective private market exposure.
Hannah K
CFP®, Series 65
Overland Park, KS
Creative Planning
Hannah Knoll is a CFP® certificant with 12 years of industry experience, currently serving as a financial advisor at Creative Planning. She has been with the firm since 2014 and has prior work experience at Crate and Barrel. Outside of her advisory role, she occasionally assists with woodworking projects related to her spouse's companies, DRVO, LLC and Fraxinus LLC. Creative Planning provides wealth management and financial planning services to a diverse client base, including high-net-worth individuals and institutional plans. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of advisory and administrative services.
Matthew N
Series 66
Mission Woods, KS
Hightower Advisors
Matthew Navickas is a financial advisor at Hightower Advisors with six years of industry experience. He holds a Series 66 designation and has worked at HighTower Securities LLC since 2019. Outside of finance, he owns and operates M&M Mowing LLC, a lawn maintenance business. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager investment solutions, utilizing both affiliated and third-party managers across various asset classes and strategies.
Michael P
Series 63, Series 66
Kansas City, MO
GWN Securities Inc.
Michael Pollakowski is a financial advisor with GWN Securities Inc. in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. He previously worked at Lincoln Investment for eight years before joining GWN Securities in 2009. Outside of his advisory role, he serves on the boards of Mackenzie Bay and Clean Green Energy, and he has owned farmland since 1990. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and access to third-party managers. The firm utilizes a combination of affiliated and unaffiliated sub-advisers, model-based allocations, and both tactical and momentum-based investment strategies.
Bradley R
CFP®, Series 65
Overland Park, KS
Creative Planning
Bradley Ray is a CFP® and holds a Series 65 license with eight years of industry experience. He has been with Creative Planning since 2018 and worked previously at Commerce Bank and the University of Missouri - Kansas City. Outside of financial advising, he is an owner of Mo Tasty Brands, LLC, a company that sells seasonings. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach with a focus on low-cost indexing and buy-and-hold strategies, managing approximately $295.6 billion in assets across more than 1,100 advisors.
Andrew S
Series 63, Series 66
Overland Park, KS
Creative Planning
Andrew Shearer is a financial advisor at Creative Planning with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Creative Planning since 2012. Outside of advisory work, he is a one-third owner of 2 Dogs Land LLC, a farm land investment entity. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process with an emphasis on low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.
Colton F
CFP®, Series 65
Overland Park, KS
Creative Planning
Colton Fee is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at PricewaterhouseCoopers, Fee Insurance Group, and the University of Kansas. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.
John G
Series 63, Series 65
Overland Park, KS
Ameritas Advisory Services, LLC
John Goodwin is a financial advisor with Ameritas Advisory Services, LLC in Overland Park, KS, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked with Ameritas Advisory Services since 2019 and has been involved with Ameritas Life Insurance Corp and Ameritas Investment Corp since 2006. He also operates The Goodwin Group, a fixed insurance business he has managed since 2002. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment approaches, utilizing model portfolios, mutual funds, ETFs, and individual securities, supported by multiple program platforms and third-party technologies.
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3,147 advisors near
66220
within the area shown on the map
Out of 400,000+ nationwide