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265 advisors near
64034
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Out of 400,000+ nationwide
David B
Series 66
Lees Summit, MO
Edward Jones
David Barber is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Jericho Home Improvements for six years, Dream Realty for one year, and Ascend Learning/Jones and Bartlett for four years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory strategies, including discretionary and non-discretionary managed solutions, tax-efficient services, and affiliated investment options.
Madelynn N
Series 66
Greenwood, MO
LPL Financial
Madelynn Nacke is a financial advisor with LPL Financial in Greenwood, MO, holding a Series 66 designation and one year of industry experience. Prior to her current role, she worked in various positions including at the City of Pleasant Hill, MO, and the City of Independence Water Department. Outside of her advisory work, she is involved as a consultant and direct sales representative for Wineshop at Home. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diverse advisory programs and investment management options supported by research and technology tools.
John H
Series 66
Blue Springs, MO
LPL Financial
John Hurley is a Series 66 licensed financial advisor with LPL Financial, based in Blue Springs, MO, and has two years of industry experience. Prior to joining LPL Financial, he worked at KeyBank and has experience in financial services and education. He is also involved with Hoot Owl Financial, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.
Devin C
Series 66
Pleasant Hill, MO
Edward Jones
Devin Ceperley is a financial advisor with Edward Jones in Pleasant Hill, MO, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Edward Jones, he was involved with First Baptist Church Grain Valley, the Kansas City Chorale, and the Blue Springs R-IV School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.
Kelley E
Series 63, Series 65
Lee's Summit, MO
UBS Financial Services
Kelley Edwards is a financial advisor with UBS Financial Services in Lee's Summit, MO, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with UBS since 2001. Outside of her advisory work, Edwards serves as treasurer for Midwest Adaptive Sports, a charity focused on coordinating youth athletic programming, and assists with invoicing and inventory for W H Edwards Company, a wholesale snack food distributor. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a range of capital markets services and proprietary research to tailor investment solutions.
Michael K
CFP®, Series 63, Series 65
Lees Summit, MO
Cetera
Michael Kanik is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, and has 22 years of industry experience. His career includes roles at Voya Financial Advisors and Mike Keith Insurance. Outside of advisory work, he operates a small office rental business. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform with various portfolio management options and reports substantial assets under management across a large network of advisors.
Mitchel C
Series 65, Series 63
Blue Springs, MO
Charles Schwab
Mitchel Cox is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles at Charles Schwab and related entities since 2010, including positions at Charles Schwab Trust Bank and Charles Schwab Premiere Bank. Outside of his advisory role, he has periodically worked as a delivery driver for Door Dash. Charles Schwab & Co., Inc. serves a large client base consisting primarily of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.
Dana S
Series 63, Series 66
Blue Springs, MO
Raymond James Financial
Dana Schnelle is a financial advisor with Raymond James Financial in Blue Springs, MO, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Raymond James Financial since 2009 and has worked within the firm and its affiliate since 2006. Schnelle is also associated with KC Wealth Partners LLC, where she provides investment advice and branch support. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm employs analytical tools and tailored planning to support client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.
Sean L
Series 65, Series 66
Lees Summit, MO
Fisher Investments
Sean Lenz is a financial advisor with Fisher Investments, holding Series 65 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Pacer Financial, American Century Investment Services, and Wells Fargo Advisors. Fisher Investments serves a global client base of institutional and private investors, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended strategies. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs tax-aware and risk management techniques in its services.
Jacob Q
Series 63, Series 66
Lees Summit, MO
LPL Financial
Jacob Quint is a financial advisor with LPL Financial in Lees Summit, MO, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Waddell & Reed, Wells Fargo Clearing Services, MML Investors Services, and Highpointe Financial Group. Outside of his advisory work, he has managed a family farm since 2008. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various specialized investment strategies.
Wiebke R
Series 63, Series 66
Lees Summit, MO
LPL Financial
Wiebke Rupard is a financial advisor with LPL Financial in Lees Summit, MO, holding Series 63 and Series 66 credentials and six years of industry experience. Her work history includes roles at Waddell & Reed, Inc., SAB Homes, and Martin Tax & Financial Services. She is also a notary through Life Goals Strategies Group, an entity associated with her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning, advisory programs, and brokerage services with access to model portfolios, research, and technology-driven investment strategies.
Jason W
Series 66
Raymore, MO
Edward Jones
Jason Wood is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.
William H
ChFC®, Series 63
Lee's Summit, MO
Cambridge Investment Research Advisors
William Henks is a ChFC® credentialed financial advisor with 49 years of industry experience. He has been with Cambridge Investment Research Advisors since 2016 and previously worked for Lincoln Financial Advisors Corporation for 18 years. Outside of his advisory work, Henks is an author of fiction and non-fiction, as well as a board member and officer of the Independence Symphony Orchestra Inc. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charities, and trusts, by providing financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm offers multiple portfolio management options, proprietary and third-party model strategies, and implements investment solutions across various custody platforms to tailor strategies to client objectives.
Kyla W
Series 65, Series 63
Kansas City, MO
Primerica Advisors
Kyla Wilcox is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 65 and Series 63 licenses. She has over 16 years of experience in financial services, including roles at Pfs Investments Inc and Primerica Financial Services. Outside of finance, she has been involved with Shiloh Children's Ranch and operates Nolands Catering. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets with a team of nearly 3,700 advisors, offering model-driven investment strategies supported by third-party asset managers and custodial services.
Kevin W
Series 66
Blue Springs, MO
Thrivent Investment Management
Kevin White is a financial advisor at Thrivent Investment Management with six years of industry experience. He holds a Series 66 designation and has worked at Thrivent since 2019. Outside of his advisory role, he is also employed as a radiologic technologist at an urgent care medical facility, providing x-ray services and patient care. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive planning on topics such as retirement, taxes, and estate planning without managing investments directly. The firm combines goal-based analyses with managed-account options while maintaining separate planning and investment services.
Seth B
Series 66
Blue Springs, MO
LPL Financial
Seth Bower is a financial advisor with LPL Financial in Blue Springs, MO. He holds a Series 66 designation and has been in the financial services industry since 2022. His prior work includes roles at PCG Wealth Management, Blue Ridge Bank & Trust, and teaching positions at Rockhurst University and Truman High School. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research from internal and external sources.
Dennis B
CFP®, Series 63, Series 65
Lees Summit, MO
Raymond James Financial
Dennis Bacon is a CFP® professional with 32 years of experience in the financial services industry. He is affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2015. Prior to this, he was with Broker Source from 2016 to 2018. Outside of his advisory role, Bacon is involved in coaching and facilitating mastermind groups, and he operates a business focused on accounting and operational consulting. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual, high-net-worth, institutional, and charitable clients. The firm employs a tailored, non-discretionary approach that incorporates risk profiling and analytical modeling to support client decision-making.
Brandon Y
Series 66
Lees Summit, MO
Edward Jones
Brandon Yocum is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at Envista Credit Union for eight years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices and offers various advisory programs and investment strategies.
Jane R
ChFC®, Series 63, Series 66
Raymore, MO
Edward Jones
Jane Redmond is a financial advisor at Edward Jones with 14 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Redmond has been with Edward Jones since 2012. 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 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.
Andrea O
Series 66
Lees Summit, MO
Edward Jones
Andrea O'camb is a financial advisor at Edward Jones with one year of industry experience. She previously worked at Central Bank for two years and F&C Bank for five years. Andrea holds the Series 66 designation and is based in Lees Summit, MO. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of about 23,701 advisors and 15,121 branch offices. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds.
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Finding advisors...
265 advisors near
64034
within the area shown on the map
Out of 400,000+ nationwide