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761 advisors near
89131
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Kenneth C
Series 66
Las Vegas, NV
Investor Fan
Kenneth Clark is a financial advisor with Investor Fan in Las Vegas, NV, holding a Series 66 designation and 11 years of industry experience. He previously worked at American Independent Securities Group, LLC and Rockwood Stone Wealth Management. Clark also works as an independent insurance agent through RMM Planning, LLC. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, and various institutional entities. The firm employs a diversified investment approach based on Modern Portfolio Theory and coordinates client portfolios with other professional advisors.
Nicholas H
CFP®, Series 66
Las Vegas, NV
The Investment Counsel Company
Nicholas Hickly is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with The Investment Counsel Company in Las Vegas, NV, since 2015, where he works as part of a seven-advisor team. The Investment Counsel Company of Nevada serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management, financial planning, consulting, and specialized searches for qualified plan providers and independent managers. The firm employs fundamental analysis with long- and short-term strategies across multiple asset classes and offers services on a fee-only or hourly consulting basis.
Vincent D
ChFC®, Series 63, Series 65
Las Vegas, NV
Bull Harbor Capital LLC.
Vincent D Addona is a financial advisor at Bull Harbor Capital LLC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes long tenures at Guardian Life Insurance and Park Avenue Securities. Outside of his advisory role, he serves as a board member of Finseca and is involved as a partial owner in companies focused on behavioral finance and financial technology. Bull Harbor Capital LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and retirement plans. The firm emphasizes long-term strategic asset allocation with tactical adjustments and employs a diverse range of investment vehicles, including mutual funds, ETFs, individual equities, fixed income, and options.
Sean O
Series 66
Las Vegas, NV
Mission Financial Group, LLC
Sean Ohashi is a financial advisor at Mission Financial Group, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 11 years. Outside of his advisory role, he serves as a volunteer board member for the Alzheimer's Association, assisting with event planning for the Walk to End Alzheimer's. Mission Financial Group provides investment advisory and planning services to individuals, high net worth clients, retirement plans, trusts, and business entities. The firm focuses on individualized portfolio construction and ongoing monitoring, utilizing a range of investment strategies and asset types, including ETFs, mutual funds, individual securities, alternative investments, and cryptocurrency products.
William B
Series 65
Las Vegas, NV
The Investment Counsel Company
William Barton is a Series 65-licensed advisor at The Investment Counsel Company in Las Vegas, NV, with experience beginning in 2024. Prior to joining the firm, he worked for 26 years with the Clark County School District. The Investment Counsel Company of Nevada provides discretionary and non-discretionary portfolio management and consulting services to individuals, pension plans, business entities, trusts, estates, and charitable organizations. The firm employs a combination of fundamental analysis and diversified asset allocation across equities, fixed income, mutual funds, ETFs, and independent managers, managing approximately $1.84 billion in assets.
Damondrick J
Series 65
Las Vegas, NV
Abundo Wealth
Damondrick Jack is a Series 65-licensed financial advisor with Abundo Wealth in Las Vegas, NV, bringing two years of industry experience. His background includes roles at Bingham, Osborn, & Scarborough, LLC, Mercer Advisors, and work with nonprofit organizations such as The AFE Society and StreetCode Academy. Abundo Wealth offers comprehensive financial planning and non-discretionary investment advisory services primarily to individual clients, focusing on cash flow, retirement, estate, and tax planning without requiring an asset minimum. The firm employs a passive, low-cost index fund approach based on a Semi-Strong Form Efficient Market hypothesis and structures its advisory services on a subscription basis across a network of 11 offices.
Kenneth W
Series 63, Series 65
Las Vegas, NV
Winans Investments
Kenneth Winans is a financial advisor at Winans Investments with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Winans International since 1992. Outside of his advisory role, he serves as president of The W Foundation, a nonprofit organization dedicated to preserving and promoting space history through exhibits. Winans Investments provides discretionary and non-discretionary portfolio management, advisory consulting, and research services to individuals, trusts, investment companies, and pension plans. The firm serves a range of clients from non-high-net-worth to high-net-worth and employs a quantitative and technical analysis approach to construct growth and fixed-income portfolios, offering personalized strategies, model-based programs, and sub-adviser arrangements.
Todd B
Series 63, Series 65
Las Vegas, NV
Bauman Wealth Advisors
Todd Bauman is a financial advisor with Bauman Wealth Advisors in Las Vegas, NV, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He is also involved in several related businesses, including managing member of Bauman Tax Solutions, LLC and loan originator at Anchor Mortgage. Bauman serves as manager of APA, LLC dba Asset Protection of America. Bauman Wealth Advisors provides personalized discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm combines financial planning with portfolio management, using a range of strategies informed by fundamental, technical, and cyclical analysis, and maintains custody through institutional custodians.
Matthew R
Series 65
Las Vegas, NV
Adaptive Wealth Engineering
Matthew Ravenscroft is a Series 65-licensed advisor with Adaptive Wealth Engineering in Las Vegas, NV, and has seven years of industry experience. He has worked at Summit Portfolio Management since 2019 and also holds a full-time position as an electrical engineer at DMI Engineers. Adaptive Wealth Engineering is an SEC-registered advisory firm with five advisors managing approximately $213 million for individuals, pension and profit-sharing plans, and other business entities. The firm employs an evidence-based investing framework emphasizing global diversification, factor exposures in equities, and uses investment-grade bond funds to mitigate volatility.
Sabrina H
Series 63, Series 66
Las Vegas, NV
Forthright Capital
Sabrina Hayes is a financial advisor at Forthright Capital with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Lincoln Financial Securities, First Command Financial Planning, Ethne Solutions, and Allstate Insurance. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets. The firm serves individuals, retirement plans, corporations, and charitable organizations using primarily passive investment management, model portfolios, and outside managers when appropriate.
Justin A
Series 66
Las Vegas, NV
The Investment Counsel Company
Justin Ajimine is a financial advisor at The Investment Counsel Company with 19 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Bank for 16 years before joining his current firm in 2021. Outside of his advisory role, he is registered as an independent insurance agent. The Investment Counsel Company of Nevada serves individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs fundamental analysis and a range of investment strategies across various asset classes, managing over $2.18 billion with a seven-advisor team.
Edmund G
CFP®, Series 63, Series 65
Las Vegas, NV
Tactive Advisors, LLC
Edmund Gifford Jr. is a CFP® with 20 years of experience in the financial services industry, currently serving at Tactive Advisors, LLC in Las Vegas. He has held roles at several firms including Raymond James Financial Services Advisors, Inc. and USA Financial Securities Corp. since 2009. He is also the owner of The Gifford Group, LLC, where he markets and sells fixed and fixed index annuities, life insurance, and long-term care and disability insurance. Tactive Advisors serves a diverse client base including individuals, trusts, businesses, employee benefit plans, and institutional investors, offering portfolio management through a hybrid model combining robo-advisory services and advisor-led structured portfolios. The firm employs a tactical asset allocation approach grounded in the Black-Litterman framework, managing both discretionary and non-discretionary assets.
John B
Series 65, Series 66
Las Vegas, NV
Buckley Wealth
John Buckley is a financial advisor at Buckley Wealth with Series 65 and Series 66 designations and six years of industry experience. His prior roles include positions at Splunk and KPMG, as well as a period at UCLA Anderson School of Management. Buckley Wealth Management serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm uses a multifaceted investment approach combining fundamental, technical, and cyclical analysis and offers a range of strategies including asset allocation, ETFs, fixed income, and alternative investments.
Peter V
Series 63, Series 65
Las Vegas, NV
Horter Investment Management, LLC
Peter Vlahakis Jr. is a financial advisor at Horter Investment Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Horter since 2016. In addition to his advisory role, he owns and operates an independent insurance agency focused on the sales and marketing of insurance products. Horter Investment Management provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, pension plans, corporations, and insurance-company clients. The firm employs a multi-manager approach supported by an Investment Committee and offers access to proprietary mutual funds and alternative investments as part of its ongoing portfolio supervision.
Michaelyn A
Series 65
Las Vegas, NV
The Investment Counsel Company
Michaelyn Andress is a financial advisor at The Investment Counsel Company with a Series 65 designation and two years of industry experience. She has previously worked at West Monroe Partners and Southern Methodist University. The Investment Counsel Company of Nevada provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm employs fundamental analysis and both long- and short-term strategies across various asset classes, with client objectives ranging from Conservative to Aggressive Growth.
Brandon C
Series 66
Las Vegas, NV
Adaptive Wealth Engineering
Brandon Cruz is a financial advisor at Adaptive Wealth Engineering with six years of industry experience. He holds the Series 66 designation and has worked at Summit Portfolio Management and Ameriprise Financial Services. Outside of finance, Cruz has held various roles including involvement with Archies Bar and Grill and First In The Pack. Adaptive Wealth Engineering is an SEC-registered advisory firm with five advisors managing approximately $213 million for about 113 clients. The firm provides discretionary portfolio management and financial planning using an evidence-based investing framework that emphasizes global diversification, factor exposures, and risk assessment, primarily implementing portfolios with ETFs and mutual funds.
Bret F
Series 63, Series 65
Las Vegas, NV
Black Card Circle
Bret Ferrante is a financial advisor with Black Card Circle in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Black Card Circle since 2018 and previously worked with John Miller and John Manocchio. Outside of advisory work, Ferrante serves on the board of the Rotary Club of Greater Van Nuys and is a member of the Rotary District 5280 Finance Committee. Black Card Circle is a team of six advisors serving individuals, high-net-worth clients, trusts, and charitable organizations with portfolio management and financial planning. The firm follows Modern Portfolio Theory with diversified allocations and manages client accounts on a non-discretionary basis, requiring client approval for individual transactions.
Gavin S
Series 65
Las Vegas, NV
Bauman Wealth Advisors
Gavin Sandefur is a financial advisor at Bauman Wealth Advisors in Las Vegas, NV, holding a Series 65 designation with three years of industry experience. He has worked with Bauman Financial Group and Bauman Advisory Group since 2022. Outside of advisory services, he is also a licensed insurance agent. Bauman Wealth Advisors provides discretionary investment management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a combination of fundamental, technical, and cyclical analysis to construct client programs based on stated objectives and risk tolerances, often managing accounts on a discretionary basis and utilizing co-advisor model portfolios.
Camille L
Series 65
Las Vegas, NV
Forthright Capital
Camille Liljequist is a financial advisor at Forthright Capital with a Series 65 credential and three years of industry experience. She has worked at Forthright Capital Advisory and Forthright Capital Partners since 2022 and previously was employed by American Income Life. Camille is also a licensed insurance agent affiliated with Forthright Capital Partners in Las Vegas, Nevada. Forthright Capital Advisory, LLC manages approximately $107.7 million in discretionary assets and serves individuals, retirement plans, corporations, and charitable organizations. The firm primarily uses passive investment management with client portfolios based on individual investment policy statements and incorporates model portfolios and outside managers when appropriate.
Brittany J
Series 65
Las Vegas, NV
Winans Investments
Brittany Jerez is a financial advisor at Winans Investments in Las Vegas, NV, holding a Series 65 designation with one year of industry experience. Her prior work includes five years at Harrison Drywall before joining Winans Investments. Winans Investments offers discretionary and non-discretionary portfolio management, advisory consulting, and research services to individuals, trusts, investment companies, and pension plans. The firm utilizes quantitative and technical analysis to construct diversified growth and fixed-income portfolios, serving both non-high-net-worth and high-net-worth clients.
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Finding advisors...
761 advisors near
89131
within the area shown on the map
Out of 400,000+ nationwide