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Elliott H
Series 65
Overland Park, KS
Novadius Wealth Management
Elliott Homan is a financial advisor with Novadius Wealth Management, holding a Series 65 credential and bringing 12 years of industry experience. He has worked at The ETF Store, Inc. since 2013 and serves concurrently in the United States Marine Corps. Outside of advising, he operates as an insurance producer through ETF Store Financial Services LLC. Novadius Wealth Management serves individuals, corporations, and retirement plan clients with discretionary portfolio management, financial planning, and 401(k)/pension consulting. The firm employs a global strategic asset allocation approach primarily using ETFs, offering both model and customized portfolios tailored to client objectives and risk tolerance.
William K
Series 63, Series 65
Overland Park, KS
Keen Wealth Advisors
William Keen is a financial advisor with Keen Wealth Advisors, holding Series 63 and 65 licenses and 33 years of industry experience. He has been with Keen Wealth Advisors since 2014. Outside of his advisory role, he is an author of investment-related publications and volunteers as a pilot and treasurer for the nonprofit organization Angel Flight. Keen Wealth Advisors serves individuals, high-net-worth households, trusts, pension and profit-sharing plans, and other business entities with portfolio management, financial planning, and retirement services. The firm manages approximately $1.23 billion in assets, primarily on a discretionary basis, and employs a multi-method investment analysis framework with portfolios consisting of ETFs, mutual funds, stocks, and bonds.
James F
CFP®, Series 63, Series 66
Overland Park, KS
Centerpoint Advisory Group, LLC
James Flanagan is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Centerpoint Advisory Group, LLC and has previously worked at Personal Financial Group. Outside of his advisory role, he serves as a volunteer board member for the Lee's Summit Girls Softball Association. Centerpoint Advisory Group provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, and pension consulting. The firm employs a multifaceted investment approach, combining fundamental, technical, quantitative, cyclical, and modern portfolio theory analyses, and typically manages accounts on a discretionary basis with ongoing monitoring and regular reviews.
Elijah F
Series 65
Overland Park, KS
Keen Wealth Advisors
Elijah Fleming is a Series 65-licensed advisor at Keen Wealth Advisors in Overland Park, KS, with less than one year of industry experience. Prior to joining Keen Wealth Advisors, he worked at the University of Missouri - Columbia and in various roles related to state park concessions. Keen Wealth Advisors serves individuals, trusts, pension and profit-sharing plans, and other business entities with comprehensive portfolio management and financial planning, focusing primarily on clients planning for and living in retirement. The firm manages approximately $1.23 billion in assets, mostly on a discretionary basis, using a multi-method investment analysis approach and provides educational events and legacy third-party manager services for existing clients.
Melinda C
Series 63, Series 65
Overland Park, KS
BCWM
Melinda Corporon is a financial advisor with BCWM in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Boyer & Corporon Wealth Management since 2007. BCWM provides discretionary investment management, financial planning, and consulting services primarily to high-net-worth individuals, families, trusts, foundations, and various organizations. The firm emphasizes asset allocation, diversification, and risk management, using a combination of charting, fundamental, technical, and cyclical analysis to guide portfolio construction and rebalancing.
Eric R
Series 65
Overland Park, KS
Nova R Wealth, Inc.
Eric Rodgers is a financial advisor at Nova R Wealth, Inc. in Overland Park, Kansas, holding a Series 65 designation with eight years of industry experience. He has been with Nova R Wealth since 2015. Nova R Wealth, Inc. serves individuals, trusts, estates, charitable organizations, corporations, and other business entities, managing approximately $412 million for around 321 clients through a five-advisor team. The firm focuses on long-term investment strategies with diversified allocations to mutual funds and ETFs, supplemented by individual securities and selectively offered private investments for eligible clients.
Daniel G
Series 65
Overland Park, KS
Paragon Capital Management LLC
Daniel Green is a financial advisor at Paragon Capital Management LLC with a Series 65 credential and one year of industry experience. Prior to joining Paragon, he was a student athlete and briefly played in the Canadian Football League. Paragon Capital Management serves individual and high-net-worth clients, as well as foundations, trusts, and estates, providing discretionary portfolio management alongside financial planning, retirement strategy, asset allocation, and estate-planning support. The firm’s investment approach is primarily based on fundamental analysis, utilizing a range of asset types tailored to client objectives.
Jon A
Series 66
Overland Park, KS
Fortune Financial Advisors, LLC
Jon Albarelli is a financial advisor at Fortune Financial Advisors, LLC with four years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones and Marine Corps Community Services. Fortune Financial Advisors provides fee-based investment management, financial planning, and consulting services to individuals, businesses, and retirement plans. The firm manages client accounts primarily on a discretionary basis using mutual funds, stocks, and ETFs, and operates with a small team of five advisors.
Craig F
Series 63, Series 66
Overland Park, KS
RPR Financial
Craig Fisch is a financial advisor with RPR Financial in Overland Park, KS, holding Series 63 and Series 66 licenses and having 21 years of industry experience. His prior roles include positions at IHT Wealth Management, LPL Financial, Personal Financial Group, and Waddell & Reed. He is involved with the Johnson County Referral Group, a business owners referral group established in 2009. RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and trusts. The firm employs a value-oriented investment approach using quantitative analysis and offers a range of services, including discretionary portfolio management and access to affiliated CPA and accounting services.
Matthew S
CFP®, Series 66
Overland Park, KS
Sound Stewardship, LLC
Matthew Syverson is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Sound Stewardship, LLC since 2004. Sound Stewardship serves individual and high-net-worth clients through comprehensive financial planning and wealth management, offering a range of services including discretionary portfolio management and periodic financial updates. The firm emphasizes customized portfolios based on client objectives, tax-efficient ETFs, and provides educational seminars along with Biblically Responsible and Socially Responsible investment options.
Adrian K
CFP®, Series 63, Series 65
Overland Park, KS
Enlightnu Wealth LLC
Adrian Kennedy is a CFP® certificant with three years of industry experience, currently serving as a financial advisor at Enlightnu Wealth LLC. His prior work includes roles at firms such as Ally Invest Securities LLC and The Retirement Planning Group, LLC. Outside of financial advising, he is also involved with Allied Universal Event Services. Enlightnu Wealth LLC is a multi-advisor firm that provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm employs fundamental analysis to guide investment decisions and works with sub-advisors, offering financial planning at no additional cost as part of its services.
Pedro M
Series 63, Series 65
Overland Park, KS
Insight Financial Services
Pedro Martinez is a financial advisor at Insight Financial Services with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms including Securities America, Inc., and National Planning Corporation. Martinez has been affiliated with Insight Financial Services in various capacities since 2006. Insight Financial Services provides discretionary portfolio management, financial planning, pension consulting, and educational seminars to individuals, retirement plans, trusts, estates, and other entities. The firm combines fundamental and technical analysis with modern portfolio theory and tailors its advice to client objectives and risk tolerance.
Taren M
CFP®, Series 65
Lenexa, KS
Family Investment Center
Taren Mcmurray is a CFP® and Series 65 licensed financial advisor with eight years of industry experience. He has worked at Family Investment Center since 2018 and previously spent eleven years at GTRUST Financial Partners. Family Investment Center is a multi-advisor registered investment advisory firm serving individuals, families, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides comprehensive financial planning and investment management with a focus on fundamental security analysis and long-term investment strategies, supplemented by scheduled client meetings and integrated tax services.
Michael M
Series 66
Overland Park, KS
Greenup Wealth
Michael Mitchell is a financial advisor at Greenup Wealth with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Spotlight Asset Group, Inc. and Creative Planning. Greenup Street Wealth Management serves individual and high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management, ongoing financial planning, and access to third-party investment managers. The firm employs a range of analytical methods and investment strategies, including fundamental and quantitative analysis, and supplements its management with selected third-party managers when appropriate.
Leslie P
Series 63, Series 66
Lenexa, KS
DAI Wealth, LLC
Leslie Penka is a financial advisor at DAI Wealth, LLC with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Expand Financial, LPL Financial, NewEdge Advisors, and Purshe Kaplan Sterling Investments. DAI Wealth, LLC is a multi-advisor team managing approximately $330 million in assets, serving a diverse group of individual and institutional clients. The firm offers customized investment management through a range of account types and platforms, and it serves several uncommon institutional client types such as sovereign wealth funds and state or municipal government entities.
Anya G
Series 66
Overland Park, KS
Triune Financial Partners, LLC
Anya Grovenburg is a financial advisor at Triune Financial Partners, LLC with nine years of industry experience. She holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and Get Smarter Prep. Triune Financial Partners serves individuals, retirement plans, charitable organizations, endowments, and corporate clients. The firm employs a largely passive, asset-class investment approach based on Modern Portfolio Theory, managing portfolios primarily with low-cost mutual funds and ETFs under discretionary agreements.
Laura C
CFP®
Overland Park, KS
BCWM
Laura Carley is a CFP® professional with 13 years of industry experience. She has worked at Boyer & Corporon Wealth Management, LLC since 2008. BCWM provides discretionary investment management, financial planning, and consulting services to high-net-worth individuals, families, trusts, foundations, and various organizations. The firm’s investment approach focuses on asset allocation, diversification, market evaluation, and risk management, using a combination of charting, fundamental, technical, and cyclical analysis.
Eric K
Series 65, Series 63, Series 66
Overland Park, KS
Enlightnu Wealth LLC
Eric Koford is a financial advisor at Enlightnu Wealth LLC with 27 years of industry experience. He holds Series 65, Series 63, and Series 66 licenses and has worked at firms including Merrill Lynch, Bank of America, and Morgan Stanley. Enlightnu Wealth LLC provides discretionary asset management and financial planning primarily to individual and high-net-worth clients. The firm employs a fundamental analysis approach, utilizes sub-advisors, and operates with multiple principals, many of whom are also involved in affiliated insurance and Medicare-related businesses.
Adam M
Series 63, Series 66
Overland Park, KS
Quantum Financial Partners LLC
Adam Musfeldt is a financial advisor at Quantum Financial Partners LLC in Omaha, NE, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TDAmeritrade, Inc. from 2014 to 2018. Outside of his advisory role, he is involved in non-investment related real estate businesses through ownership interests in Musfeldt Companies, LLC and Graves Development Resources, LLC. Quantum Financial Partners provides investment advisory and portfolio management services to individuals, family trusts, corporations, foundations, and small businesses. The firm employs a combination of fundamental, technical, and quantitative analysis to manage discretionary accounts, including a private pooled investment vehicle that charges performance-based fees.
Marcus S
CFP®, Series 65, Series 66
Overland Park, KS
Searcy Financial Services, Inc.
Marcus Shaffer is a CFP®-certified financial advisor with 18 years of industry experience. He has worked at Allos Investment Advisors, LLC since 2010 and also has experience with Searcy Financial Services, Inc. Outside of his advisory role, he serves as Chair Couple for the Wabash Cannonball Steering Committee, helping the Kansas State University Alumni Association organize their annual event. Allos Investment Advisors, LLC serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and businesses through discretionary investment management and financial planning. The firm’s long-term, fundamentals-based approach includes customized portfolio construction and ongoing supervision, often utilizing mutual funds and ETFs after thorough due diligence.
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1,102 advisors near
66030
within the area shown on the map
Out of 400,000+ nationwide