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Richard R
CFP®, ChFC®, Series 63
Overland Park, KS
Midwest Financial Group LLC
Richard Ryan is a CFP® and ChFC® with 45 years of industry experience. He has been with Midwest Financial Group LLC since 2015 and previously worked at Alpha Asset Management from 2004 to 2019. Outside of his advisory role, he serves as treasurer and finance committee member of the Kansas Masonic Foundation, a charitable organization, and works as an independent insurance agent providing non-investment insurance products. Midwest Financial Group advises individuals, families, businesses, and retirement plans with portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach, focusing on globally diversified portfolios primarily through mutual funds and ETFs, tailoring strategies to clients’ risk profiles and objectives.
Allen J
Series 63, Series 65
Overland Park, KS
Midwest Financial Group LLC
Allen Joy is a financial advisor with Midwest Financial Group LLC in Overland Park, KS, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at Midwest Financial Group since 2016 and previously operated Joy & Company from 1990 to 2023. Outside of advising, he is also licensed as an insurance agent involved in the sales of fixed insurance and annuities. Midwest Financial Group serves individuals, families, businesses, and retirement plans, offering portfolio management, financial planning, and retirement-plan services. The firm employs a modern portfolio theory approach with globally diversified portfolios primarily using mutual funds and ETFs, tailoring strategies to clients’ risk profiles and investment objectives.
Russell F
Series 66
Overland Park, KS
Cornerstone Securities LLC
Russell Fieger is a financial advisor with Cornerstone Securities LLC in Overland Park, KS, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Crown Capital Securities, Lp, Blue River Capital LLC, LPL Financial, and Colorado Financial Service Corporation. Cornerstone Securities LLC offers investment advisory services to individuals, trusts, estates, private corporations, and pension plans through a team of advisors. The firm emphasizes advisor-directed asset management, third-party advisory program selection, and financial planning, managing approximately $210 million in discretionary assets.
James R
Series 66
Overland Park, KS
CreativeOne Securities, LLC
James Regier is a financial advisor with CreativeOne Securities, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at CETERA Advisor Networks LLC, Summit Financial Group Inc, and Vsr Financial Services, Inc. Outside of advisory work, he serves as a court witness analyzing financial information. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, and retirement-plan fiduciary services, combining project-based planning with ongoing asset management through its proprietary advisory platform.
Allison R
Series 63, Series 65
Overland Park, KS
CreativeOne Securities, LLC
Allison Ryan is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at Client One Securities, LLC since 2010 and CMIC Financial Services since 2006. In addition to her advisory roles, she is an employee of Creative Marketing International Corp., a fixed insurance marketing organization. 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, and retirement-plan fiduciary services, combining project-based planning and ongoing asset management with access to third-party managers and proprietary advisory platforms.
Jason S
Series 65, Series 63
Overland Park, KS
Financial & Tax Architects, LLC
Jason Smitka is a financial advisor with Financial & Tax Architects, LLC, holding Series 65 and Series 63 licenses and 13 years of industry experience. He has worked at multiple firms including Scout Wealth Management, LLC and AE Wealth Management, LLC. Outside of his advisory work, he is the managing member of Scout Financial Group and owns Smitka & Associates, LLC, where he is active as an insurance agent, and also consults for a field marketing organization. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients focused on retirement. The firm employs proprietary investment strategies using exchange-traded funds, individual securities, and trend-aware rebalancing, with customizable portfolios generally managed on a discretionary basis.
Dennis M
Series 63, Series 66
Overland Park, KS
CreativeOne Securities, LLC
Dennis Mattern is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been associated with Client One Securities, LLC and CreativeOne since 2014. In addition to his advisory role, he serves as an annuity sales director for CreativeOne, focusing on marketing fixed annuity products to financial professionals. 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 provides financial planning, consulting, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs, combining project-based planning with ongoing asset management through its proprietary platform.
Martin G
CFP®, Series 66
Overland Park, KS
Advisory Services Network
Martin Garrison is a CFP® with 18 years of industry experience, currently affiliated with Advisory Services Network since 2022. His prior roles include positions at Mariner Wealth Advisors and FirstPoint Financial. Outside of financial advising, he is an author and co-founder of a motivational message subscription service, and he is involved in book publishing and ghostwriting activities. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets with a range of investment strategies tailored to client objectives.
Steven S
Series 63, Series 66
Overland Park, KS
CreativeOne Securities, LLC
Steven Scaletty is a financial advisor with CreativeOne Securities, LLC, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2011. Outside of his primary role, Scaletty is president of Secure Financial Services, Inc., where he is involved in fixed insurance product sales, and he also serves as an advisor for Associates Financial Group. Additionally, he is a licensed notary public. CreativeOne Securities 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 provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management supported by fundamental and cyclical security analysis.
Tyler E
CFP®, Series 65
Leawood, KS
FAS Wealth Partners, Inc.
Tyler Eckert is a CFP® with five years of industry experience, currently serving as a financial advisor at FAS Wealth Partners, Inc. He previously worked at Aspyre Wealth Partners and has experience at organizations including Jamf Software and the University of Wisconsin. FAS Wealth Partners provides fee-based advisory services to individuals, trusts, estates, corporations, retirement plans, and banking organizations. The firm’s investment approach focuses on asset allocation aligned with client objectives, incorporating internal and third-party portfolio management, tax-aware strategies, and the use of alternative investment vehicles.
Steve M
CFP®, Series 63
Overland Park, KS
Regal Investment Advisors LLC
Steve Mankameyer is a CFP® professional with 42 years of experience in the financial services industry. He has been with Regal Investment Advisors LLC since 2014 and also operates through Regulus Financial Group, LLC and his own business, Self Employed Security Financial Service, which he has maintained since 1988. Regal Investment Advisors LLC, doing business as LionShare, provides discretionary investment management services primarily to independent investment adviser representatives and other registered advisers. The firm offers a range of proprietary and third-party model portfolios tailored to individual, charitable, and corporate clients, with Regal managing portfolio implementation and rebalancing under discretionary authority granted by the advisers.
Jason C
Series 65
Leawood, KS
FAS Wealth Partners, Inc.
Jason Calkins is a financial advisor at FAS Wealth Partners, Inc. with six years of industry experience. He holds the Series 65 designation and has worked at Financial Advisory Service, Inc. since 2018, following a 17-year tenure at DST Systems. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in client assets across 24 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, utilizing a mix of asset allocation and manager-level strategies under a fiduciary standard.
Timothy P
Series 63, Series 65, Series 66
Overland Park, KS
CreativeOne Securities, LLC
Timothy Phares is a financial advisor with CreativeOne Securities, LLC, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with CreativeOne Securities (formerly Client One Securities) since 2015. Outside of his advisory work, Phares serves as Committee Chair for BSA Troop 515 in Wichita, KS. CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves 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 third-party manager programs, combining project-based planning with ongoing asset management through its proprietary CreativeOne Wealth platform.
Brannon W
Series 66, Series 65, Series 63
Overland Park, KS
CreativeOne Securities, LLC
Brannon Wilds is a financial advisor with CreativeOne Securities, LLC who holds Series 66, Series 65, and Series 63 licenses and has 14 years of industry experience. He has been with CreativeOne Securities and Foote Financial Group, Inc. since 2015. Outside of his advisory roles, Wilds serves as Vice Chair of the Elder Board at TRU Community Church, where he is involved in spiritual and business governance. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, discretionary and non-discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.
Peter H
CFA®, Series 65, Series 66, Series 63
Overland Park, KS
LexAurum Advisors
Peter Hughes is a CFA® charterholder with 19 years of industry experience, currently serving as an advisor at LexAurum Advisors since 2016. He holds Series 65, 66, and 63 licenses and is based in Overland Park, KS. LexAurum Advisors provides investment management, financial planning, and retirement-plan services to individuals, families, businesses, institutions, and other advisory firms. The firm employs a multi-advisor team approach and uses diversified portfolios based on modern portfolio theory combined with fundamental and economic-cycle analysis.
Samuel D
Series 66
Olathe, KS
American Century Investments Private Client Group, Inc.
Samuel Davis is a financial advisor with American Century Investments Private Client Group, Inc. He holds a Series 66 designation and has 21 years of industry experience. Prior to his current role, he worked at Waddell & Reed, Inc., Focus Lending Solutions, and SCOTTRADE, Inc. Outside of finance, he owns and designs websites for churches and ministries through his business, Truth Lighthouse. American Century Investments Private Client Group, Inc. provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes strategic asset allocation and diversification, offering portfolio personalization and access to mutual funds and ETFs, including affiliated American Century and Avantis funds.
Jacquelyn G
Series 63, Series 65
Leawood, KS
FAS Wealth Partners, Inc.
Jacquelyn Glenn is a financial advisor with FAS Wealth Partners, Inc. in Leawood, Kansas, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at Waddell & Reed Inc. for 12 years and has been involved with the American Kennel Club as a delegate since 2016. FAS Wealth Partners is an SEC-registered advisory firm managing approximately $3.08 billion in assets for around 1,470 clients through a team of 24 advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and investment advice to individuals, trusts, estates, corporations, and retirement plans, employing a research-driven investment approach with tax-aware strategies and third-party managers.
Ricky B
Series 66
Overland Park, KS
Creative Financial Designs, Inc.
Ricky Bain is a financial advisor with Creative Financial Designs, Inc. He holds the Series 66 designation and has 23 years of industry experience. Bain is also the founder and advisor of Lighthouse Financial Strategies, where he provides life, health, disability, and long-term care insurance advisory services. Creative Financial Designs serves individual clients, charitable organizations, corporate and business clients, and employer retirement plans with a range of investment management and financial planning services. The firm employs a model-driven investment process and offers strategies including passive, tactical, and Biblical Responsible Investing approaches.
Virginia S
Series 66
Overland Park, KS
LexAurum Advisors
Virginia Shields is a financial advisor with LexAurum Advisors, holding a Series 66 designation and 19 years of industry experience. She has been with LexAurum Advisors since 2016. 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 for over 2,100 clients through a multi-advisor team, employing a diversified investment approach based on modern portfolio theory and offering model portfolios implemented primarily with low-cost ETFs.
Matthew B
CFP®, Series 63, Series 65
Overland Park, KS
Cooper Mcmanus
Matthew Black is a financial advisor at Cooper McManus with seven years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Cambridge Investment Research, Arbor Point Advisors, Securities America, AE Wealth Management, Miller Retirement Group, Charles Schwab, and State Street Corporation. Outside of advisory work, he is also involved as an independent insurance agent and serves as a financial education course instructor. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm utilizes a tailored investment process emphasizing fundamental analysis and employs a range of strategies including options and cryptocurrency products, managing approximately $2.56 billion in discretionary assets.
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Finding advisors...
424 advisors near
66083
within the area shown on the map
Out of 400,000+ nationwide