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122 advisors near
64079
within the area shown on the map
Out of 400,000+ nationwide
Samuel S
Series 66
Parkville, MO
Edward Jones
Samuel Sinclair is a financial advisor with Edward Jones in Parkville, MO, holding a Series 66 designation and five years of industry experience. Prior to his career in finance, he served in the U.S. Army from 2016 to 2020, including time with the MCCoE and the 3-227th Helicopter Battalion. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard.
Nicholas W
Series 66
Kansas City, MO
Edward Jones
Nicholas Walters is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked in roles at Kansas State University, Hallbrook Country Club, and within several parks and recreation departments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Robert F
Series 66
Gladstone, MO
Edward Jones
Robert Follmer is a financial advisor at Edward Jones in Gladstone, MO, with five years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his financial advisory career, he worked at Staples Inc/Staples Premedia Services from 2013 to 2019. Outside of advising, he has worked as a rideshare driver for Uber on a supplemental basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of advisors and branch offices, offering a variety of advisory programs, tax-efficient services, and affiliated investment options.
Amy E
Series 66
Gladstone, MO
Edward Jones
Amy Elledge is a financial advisor at Edward Jones with a Series 66 designation. She has experience at Edward Jones spanning from 2018 to 2023 and again beginning in 2026, along with prior work in education and healthcare-related roles. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Armahn H
CFP®, Series 66
Kansas City, MO
LPL Financial
Armahn Hadjian is a CFP® professional with 10 years of industry experience, currently serving at LPL Financial since 2019. He previously worked at Edward Jones from 2016 to 2019. Outside of his advisory role, he is a program director and instructor at Kansas State University’s Olathe campus and owns a vending business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a variety of investment solutions including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors.
Katherine D
Series 66
Kansas City, MO
Thrivent Investment Management
Katherine Daughtrey is a financial advisor with Thrivent Investment Management in Kansas City, MO. She holds a Series 66 designation and began her advisory career in 2025. Prior to entering the financial industry, she worked at Jack Cooper Transport and was involved with several Catholic Church organizations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning covering topics such as retirement, tax, estate, and business continuation, with the option to combine planning with managed-account services under a consolidated billing arrangement.
Shawn E
Series 66
Kansas City, MO
Edward Jones
Shawn Etzenhouser is a financial advisor at Edward Jones in Kansas City, MO, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones, he worked at Bank of America, Merrill, and CommunityAmerica Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Adeline K
Series 66
Kansas City, MO
OSAIC
Adeline Kropf is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services and Equitable Advisors, LLC. Outside of her advisory role, she is an agent for Sterk Financial Services Inc., which provides insurance and employee benefits. OSAIC serves a diverse client base, including individual and institutional investors, offering integrated brokerage and advisory services with multiple platforms and tools for customized portfolio management.
Brec E
Series 66
Platte City, MO
Edward Jones
Brec Ensminger is a Series 66–registered financial advisor with Edward Jones in Platte City, MO, with 12 years of industry experience. He has worked at Edward Jones since 2014, with a brief interruption in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
James M
Series 66
Kansas City, MO
Edward Jones
James Mancuso is a Series 66 credentialed financial advisor with 20 years of industry experience. He has been with Edward Jones since 2019, following prior roles at Umb and TCS John Huxley. Based in Kansas City, MO, he currently serves clients through Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.
Brennan H
Series 66
Lansing, KS
Edward Jones
Brennan Hurt is a financial advisor with Edward Jones in Lansing, KS, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at Aflac and PRG. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Shelley F
CFP®, Series 66
Leavenworth, KS
Edward Jones
Shelley Finnestad is a CFP® professional with 15 years of industry experience. She has been with Edward Jones since 2010, serving clients from Leavenworth, KS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.
Todd B
Series 63, Series 66
Kansas City, MO
LPL Financial
Todd Barr is a financial advisor with LPL Financial in Kansas City, MO, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, Barr is also an attorney who occasionally represents clients for traffic violations and sells non-variable insurance products including fixed annuities, long-term care, and fixed life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.
Mark H
CFP®, PFS™, Series 63
Gladstone, MO
Cambridge Investment Research Advisors
Mark Horstmann is a CFP® and PFS™ with 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2021 and previously worked with Compass Wealth Management LLC and Geneos Wealth Management Inc. Horstmann is also a founding member of an education services firm, Wealth Management Institute LLC, and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various investment implementation options, including proprietary model strategies and access to unaffiliated managers, supported by institutional features such as advisor transition support and formal compliance processes.
Ryne K
Series 66
Parkville, MO
Edward Jones
Ryne Kloeppel is a financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011 and holds a Series 66 designation. Outside of his advisory role, he manages residential rental property in Kansas City, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,000 advisors and over $1 trillion in assets under management.
Abigail C
Series 66
Gladstone, MO
Ameriprise
Abigail Crain is a financial advisor at Ameriprise with 18 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Jason H
Series 66
Parkville, MO
Thrivent Investment Management
Jason Henke is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and with 14 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2011. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers comprehensive, goal-based planning covering various topics, including retirement, tax, estate, and business continuation, while keeping planning separate from managed-account services.
Randi O
Series 66
Kansas City, MO
Cetera
Randi Overby is a financial advisor with Cetera in Kansas City, MO, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, she worked at Equity Financial Services and Edward Jones, accumulating a total of seven years in the financial services industry. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various investment program options.
Sara K
Series 63, Series 66
Lansing, KS
Edward Jones
Sara Kobe is a financial advisor with Edward Jones in Lansing, Kansas, holding Series 63 and Series 66 licenses. She has 16 years of industry experience, including multiple tenures at Edward Jones and a prior role with the City of Iowa Falls. Outside of her advisory work, she serves as Vice Chair of Grow Leavenworth County, a network supporting entrepreneurs, and holds board and committee positions with the Kansas City Kansas Community College Foundation, focusing on scholarship fundraising and oversight. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.
John C
Series 63, Series 65
Smithville, MO
LPL Financial
John Carlson is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He previously worked at Waddell & Reed Inc. for 19 years and spent 12 years with the Church of Jesus Christ of Latter Day Saints. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, asset management programs, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.
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Finding advisors...
122 advisors near
64079
within the area shown on the map
Out of 400,000+ nationwide