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614 advisors near
64056
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Jennifer B
Series 66
Kansas City, MO
Prairie Capital Management Group, LLC
Jennifer Blunt is a financial advisor at Prairie Capital Management Group, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. 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 monitoring independent portfolio managers without directly investing client assets for most multi-manager accounts.
Kristi L
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Kristi Laing is a financial advisor with American Century Investments Private Client Group, Inc. She holds Series 63 and Series 65 designations and has 11 years of industry experience. Kristi has been with American Century Investment Services, Inc. since 2015. 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 uses model portfolios managed by its asset allocation and investment teams, primarily investing in proprietary mutual funds and ETFs, and serves clients generally meeting a modest relationship threshold.
Addison T
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Addison Tantillo is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes roles at Rye KC, Northwestern Mutual, and Kansas State University. American Century Investments Private Client Group provides discretionary investment management, financial planning, and brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses model portfolios managed by an internal investment committee and primarily invests clients’ portfolios in proprietary mutual funds and ETFs.
Tyler D
Series 65
Kansas City, MO
Prairie Capital Management Group, LLC
Tyler Dodd is a financial advisor with Prairie Capital Management Group, LLC in Kansas City, MO. He holds a Series 65 designation and has four years of industry experience, including prior roles at Brownlie & Braden Advisors, LLC and KPMG, LLP. Prairie Capital Management Group serves high-net-worth individuals, retirement plans, trusts, foundations, corporations, and pooled investment vehicles. The firm employs a multi-manager, multi-strategy approach that includes developing investment policies, selecting third-party managers, and conducting ongoing performance reviews.
Neal D
Series 66
Kansas City, MO
American Century Investments Private Client Group, Inc.
Neal Dolbeare is a financial advisor with American Century Investments Private Client Group, Inc., holding a Series 66 designation and 22 years of industry experience. He has been with American Century Investment Services, Inc. since 2004. American Century Investments Private Client Group, Inc. offers discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm provides portfolio monitoring, tax-loss harvesting, and access to mutual funds and ETFs through preconstructed model portfolios emphasizing strategic asset allocation and diversification.
Chloe A
Series 66
Kansas City, MO
UMB Financial Services, Inc.
Chloe Alexander is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with seven years of industry experience. She has been with UMB Financial Services since 2018 and previously worked at Starbucks from 2013 to 2018. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program, offering multiple program options and access to a range of investment products including mutual funds, ETFs, and fixed income instruments. The firm employs both model-based and manager-driven approaches and integrates municipal advisory and broker-dealer functions alongside its banking affiliate.
James C
Series 66
Kansas City, MO
UMB Financial Services, Inc.
James Carlile is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 11 years of industry experience. He has worked with UMB Financial Services since 2015 and with UMB Bank since 2013. Carlile serves as a director for the Association of Military Banks of America, a nonprofit organization. UMB Financial Services, Inc. provides advisory and brokerage services to individuals, trusts, retirement plans, institutions, and municipal entities. The firm offers multiple wrap-fee Managed Account Solutions programs and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor affiliated with UMB Bank.
Alexander H
Series 63, Series 65
Lee's Summit, MO
ON Investment Management CO
Alexander Halsey is a financial advisor at ON Investment Management Company with two years of industry experience. He holds Series 63 and Series 65 credentials. His work history includes roles at The O.N. Equity Sales Company, AuguStar Life Insurance Company, Summit Pointe Financial Group, Crown Automotive Group, Laird Noller Automotive Group, and he previously taught at Olathe East High School. ON Investment Management Company is a SEC-registered 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 discretionary and non-discretionary programs and maintains a dual-registration model involving broker-dealer activities.
Orlando M
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Orlando Martinez is a financial advisor with American Century Investments Private Client Group, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at American Century Investment Services, Farmers Insurance, Urenda Tool Company, DST Systems, and the University of Kansas. 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 uses model portfolios emphasizing strategic asset allocation and diversification, offering clients access to affiliated mutual funds and ETFs.
Jennifer S
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Jennifer Simmons is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO, holding Series 63 and Series 65 designations and bringing eight years of industry experience. Her prior roles include positions at Cherry Co, Scout & Cellar, Madison Senior Living, and Northwestern Mutual. She also worked with the U.S. Soccer Program from 2018 to 2020. American Century Investments Private Client Group provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, primarily serving households with modest relationship thresholds. The firm delivers advice through model portfolios managed by in-house teams and emphasizes proprietary mutual funds and ETFs, detailed performance reporting, and household account aggregation.
Nathan F
CFP®, Series 63, Series 66
Kansas City, MO
Modern Wealth Management, LLC
Nathan Fiser is a CFP® professional with 22 years of industry experience, currently affiliated with Modern Wealth Management, LLC. He previously worked at Cetera Advisors LLC for 11 years. Outside of his advisory role, he serves as a board member of the International Essential Tremor Foundation and is an insurance agent selling life, disability, and long-term care insurance. Modern Wealth Management, LLC provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers a range of services including discretionary investment management, tax and estate planning, and insurance solutions.
Kari Jo B
CFP®, Series 63, Series 65
Liberty, MO
Continuum Advisory, LLC
Kari Jo Bear is a CFP® professional with 20 years of experience in the financial services industry. She is currently with Continuum Advisory, LLC and has held previous roles at Triad Advisors, Inc. and Signator Investors, Inc. Kari Jo also owns Thomann Financial Services, Inc., through which she conducts fixed insurance sales. She serves as an honorary board member of the Liberty Hospital Foundation. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to individuals, including high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm integrates multiple professional services among its advisors and offers retirement plan consulting and ERISA fiduciary roles.
Benny S
Series 66
Lee's Summit, MO
ON Investment Management CO
Benny Stewart is a financial advisor at ON Investment Management Co with 14 years of industry experience. He holds the Series 66 designation and has worked at The O.N. Equity Sales Company and Ohio National Financial Services since 2019, following four years at Edward Jones. Stewart is also involved in insurance sales as an agent in Lees Summit, MO, and Omaha, NE. ON Investment Management Company is a SEC-registered adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of third-party investment programs and typically manages client accounts through a mixture of discretionary and non-discretionary relationships.
Robert S
CFP®, Series 66, Series 63
Kansas City, MO
First National Advisers, LLC
Robert Self is a CFP® with nine years of industry experience. He currently works at First National Advisers, LLC and has previously held positions at Country Club Trust Company, Wells Fargo Advisors, Bank of America, and Merrill. First National Advisers, LLC provides discretionary investment management to individuals, including high-net-worth clients, and institutional clients. The firm offers a team-based Private Wealth Reserve service focused on asset allocation, fund screening, and risk monitoring, serving roughly $7.3 billion in discretionary assets under management.
Andrew K
Series 66
Kansas City, MO
Prairie Capital Management Group, LLC
Andrew Klocke is a financial advisor at Prairie Capital Management Group, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Prairie Capital since 2021, following an 11-year tenure at Umb. Outside of his advisory role, he is a member of Klocke Farms, an agriculture business, and serves on the Kansas State University Finance Advisory Board. 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 without directly investing client assets in most accounts.
Logan D
Series 66
Kansas City, MO
Modern Wealth Management, LLC
Logan Degraeve is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently affiliated with Modern Wealth Management, LLC and has been with Barber Financial Group since 2015, where he continues to serve as an investment adviser representative. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans.
Curtis K
Series 66
Kansas City, MO
Prairie Capital Management Group, LLC
Curtis Krizek is a financial advisor at Prairie Capital Management Group, LLC with 30 years of industry experience. He holds the Series 66 designation and has worked at Prairie Capital since 2021, following 11 years at Umb. Outside of his advisory role, Krizek serves on the boards of several companies in diverse industries, including software, chemical manufacturing, and precision component manufacturing. 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, selecting and monitoring independent portfolio managers without directly investing client assets in most accounts.
Ryan A
Series 63, Series 65
Kansas City, MO
American Century Investments Private Client Group, Inc.
Ryan Adams is a financial advisor with American Century Investments Private Client Group, Inc. in Kansas City, MO, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with American Century Investment Services Inc. since 2008. Outside of his advisory role, he co-owns and manages rental property with his spouse. American Century Investments Private Client Group offers discretionary investment management, financial planning, and related brokerage services to individuals, trusts, estates, charitable organizations, and businesses. The firm employs model portfolios known as American Century Strategies, primarily composed of proprietary mutual funds and ETFs, and serves clients generally starting at modest relationship thresholds.
Harrison D
Series 66, Series 63
Kansas City, MO
American Century Investments Private Client Group, Inc.
Harrison Dill is an advisor with American Century Investments Private Client Group, Inc., holding Series 66 and Series 63 registrations. He has been with American Century Investment Services since 2025. Prior to this, he held positions at Uber Eats, Intellicents, Doordash, Chipotle Mexican Grill, Target, and the Heartland Soccer Association. 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 uses model portfolios managed by internal teams and emphasizes proprietary mutual funds and ETFs in its investment approach.
Francis S
Series 66
Kansas City, MO
UMB Financial Services, Inc.
Francis Scheuerman is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, holding a Series 66 designation with 11 years of industry experience. He has been with UMB Financial Services since 2015 and has also worked at UMB Bank since 2011. Scheuerman serves as a board member of the Young Bank Officers of Kansas, an advocacy group. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions (MAS) wrap-fee program, offering multiple program options and a range of fixed income and equity instruments. The firm uses both model-based and manager-driven approaches and is affiliated with UMB Bank and UMB Investment Management.
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Finding advisors...
614 advisors near
64056
within the area shown on the map
Out of 400,000+ nationwide