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133 advisors near
66049
within the area shown on the map
Out of 400,000+ nationwide
Jennifer S
Series 66
Lawrence, KS
STIFEL
Jennifer Stammeyer is a financial advisor with Stifel, holding a Series 66 designation and 19 years of industry experience. She has worked at Stifel since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities. The firm provides brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.
Walter J
Series 63, Series 65
Lawrence, KS
LPL Financial
Walter Jamison is a financial advisor with LPL Financial in Lawrence, KS, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and National Planning Corporation, spanning over 19 years prior to his current firm. Outside of his advisory work, Jamison is involved with several business activities including operating a table finishing and selling business and managing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios, research, and advanced portfolio management technologies.
Christopher W
Series 65, Series 63
Lawrence, KS
LPL Financial
Christopher Walton is a financial advisor with LPL Financial holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at OSAIC, Thrivent Financial, and Thrivent Investment Management Inc. Walton also works with Cordell & Associates, supporting advisors and growing his financial planning practice, and he writes fixed insurance policies as appropriate for clients. LPL Financial serves a broad range of clients including individuals, retirement plans, and institutions, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.
Johnson H
Series 66
Lawrence, KS
Edward Jones
Johnson Hawkinson is a financial advisor at Edward Jones in Lawrence, Kansas, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.
Douglas H
Series 66
Lawrence, KS
LPL Financial
Douglas Hodge is a financial advisor with LPL Financial in Lawrence, KS, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Merrill, Bank of America, and Central Bank. 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. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by internal and third-party research.
Bryan R
Series 66
Lawrence, KS
Cambridge Investment Research Advisors
Bryan Ramsay is a financial advisor at Cambridge Investment Research Advisors with 21 years of industry experience. He holds the Series 66 designation and has been with Cambridge since 2010. In addition to his advisory role, he works as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing tailored strategies via multiple platform arrangements and proprietary as well as third-party model portfolios.
Todd W
ChFC®, Series 63, Series 66
Lawrence, KS
Edward Jones
Todd Walker is a financial advisor at Edward Jones in Lawrence, Kansas, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, including over two decades with Edward Jones since 2004. 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 programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.
Gilbert M
Series 66
Lawrence, KS
Edward Jones
Gilbert Montano Jr. is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked for 21 years at BNSF Railway. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering a range of investment advisory programs and strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Noah W
Series 63, Series 65
Lawrence, KS
Ameriprise
Noah Wilson is a financial advisor at Ameriprise with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Ameriprise, he worked at American Century Investment Services and Prime Capitol Investment Advisors. Outside of finance, he is the owner of AI Drive KC LLC, a transportation business. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.
Amanda R
Series 66
Lawrence, KS
Ameriprise
Amanda Robb is a Series 66-registered financial advisor with Ameriprise in Fort Collins, Colorado, with nine years of industry experience. She has been with Ameriprise and its affiliate since 2015. Outside of her advisory role, she is employed by SRS Enterprise Inc, where she works as a financial advisor and client concierge. Ameriprise offers a retirement-income planning service targeting clients with at least $1 million in investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.
Gregory P
Series 66
Lawrence, KS
Raymond James Financial
Gregory Pavlyak is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the Series 66 designation and 17 years of industry experience. He has worked with firms including David M. King Associates and Schenewerk Capital LLC, and has a background in both financial advising and business ownership through Easterday Enterprises LLC. Pavlyak also served in the U.S. Navy Reserve and has a long-term affiliation with JetBlue Airways. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public finance work through its unique municipal advisor affiliation.
Ryan G
Series 66
Lawrence, KS
Cetera
Ryan Gausman is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked at Farm Bureau Financial Services and Aflac. In addition to his advisory role, Gausman is involved in financial advisory services with Brush Creek Partners and holds a position as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is a nationwide adviser network serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Charles C
CFP®, Series 63
Lawrence, KS
Ameriprise
Charles Cary is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Ameriprise in Lawrence, KS. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and operates Cary and Associates, an S Corporation that manages business administrative functions. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendation reports through a centralized consulting team.
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Finding advisors...
133 advisors near
66049
within the area shown on the map
Out of 400,000+ nationwide