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Noah B
Series 66
Overland Park, KS
Creative Planning
Noah Brown is a financial advisor at Creative Planning with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley, UPS, Cable Dahmer, and Chipotle. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets and employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.
Michael K
Series 66
Mission Woods, KS
Hightower Advisors
Michael Keegan is a financial advisor at Hightower Advisors with a Series 66 designation and one year of industry experience. Before joining Hightower, he worked in various roles including positions at Ace Hardware and Washburn University. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes multi-manager solutions, including the use of affiliated and third-party managers, proprietary research, and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.
David A
Series 63, Series 66
Overland Park, KS
SPC
David Antalick is a financial advisor with SPC in Overland Park, KS, holding Series 63 and Series 66 licenses and 17 years of industry experience. His work history includes roles at Parkland Securities, Sigma Planning Corporation, Cetera Advisors LLC, and Farmers Insurance District Office. In addition to his advisory work, he is a tax preparer at Prime Accounting Solutions, LLC, and an insurance agent selling life, health, disability, long-term care, and property and casualty insurance. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, with an investment approach that includes discretionary management, periodic monitoring, and co-advisor arrangements with third-party managers.
Martha W
Series 66
Overland Park, KS
Mariner
Martha Wiles is a Series 66-licensed financial advisor with 11 years of industry experience. She has been with Mariner since 2018 and previously worked at Vantage Investment Advisors, Montage Securities, Montage Investments, OneLife Kansas City, and Woodside Health & Tennis Club. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to offer customized portfolios alongside distinctive tax, accounting, and financial wellness solutions.
Alexander S
Series 65, Series 63
Shawnee, KS
Empower Advisory Group
Alexander Steininger is a financial advisor with Empower Advisory Group in Shawnee, Kansas, holding Series 65 and Series 63 licenses and nine years of industry experience. He has been with Empower Retirement since 2016 and with Empower Advisory Group since 2026. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated model combines proprietary and third-party methodologies focusing on long-term portfolio returns and annual rebalancing within the plan lineups chosen by plan sponsors.
Jason W
Series 63, Series 66
Leawood, KS
Transamerica Retirement Advisors, LLC
Jason Wetmore is a financial advisor at Transamerica Retirement Advisors, LLC with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Waddell and Reed and Transamerica Financial Advisors, Inc. His background includes sales of insurance and non-insurance products for Transamerica-affiliated companies. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice and investment education services, using proprietary tools from Morningstar Investment Management to deliver personalized asset allocation and retirement guidance.
John D
CFP®, Series 65
Overland Park, KS
Creative Planning
John Dimarco is a CFP® and Series 65-licensed financial advisor with Creative Planning, bringing three years of industry experience. His prior roles include positions at The Country Club at Loch Lloyd and Cummins, Coffman, and Schmitlien CPAs PA, as well as academic affiliations with the University of Missouri-Kansas City and the University of Kansas. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.
Zachary R
Series 65
Overland Park, KS
Creative Planning
Zachary Riggins is a financial advisor at Creative Planning with a Series 65 designation and four years of industry experience. Before joining Creative Planning in 2021, he worked at Broadridge Financial Solutions and Cerner Corporation. He also serves as an assistant boys' basketball coach at Shawnee Mission Northwest High School. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad suite of supplemental investment options and affiliated non-investment businesses such as a law firm and trust company.
Brian B
Series 63, Series 65
Overland Park, KS
Prime Capital Financial
Brian Burwell is a financial advisor at Prime Capital Financial with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Prime Capital Investment Advisors, LLC since 2017. His previous roles include positions at Lawing Financial Inc., Cambridge Investment Research, Inc., and Private Client Services. Outside of advisory services, he is involved in Prime Capital Risk Management, focusing on fixed-insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a variety of investment strategies and provides tax planning services through an affiliated accounting subsidiary.
Adam H
CFP®, Series 63, Series 66
Overland Park, KS
Creative Planning
Adam Hoopes is a CFP®-certified financial advisor with Creative Planning, based in Overland Park, KS, and has 21 years of industry experience. He worked at Stepp & Rothwell, Inc. for 10 years before joining Creative Planning in 2017. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process with a focus on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and a range of retirement plan services.
Mark M
Series 65
Olathe, KS
Integrity Alliance, LLC
Mark Munger is a Series 65 licensed advisor with six years of industry experience, currently with Integrity Alliance, LLC. He has held roles at Gradient Advisors LLC, Virtue Wealth Counsel, and Eternal Value Financial Corp, among others. Outside of his advisory work, Munger serves as an independent insurance agent specializing in life, health, and fixed annuities sales and is a 25% shareholder and vice president of ASB Financial Corp. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches and custodial platforms.
Julie S
CFP®, Series 65
Overland Park, KS
Creative Planning
Julie Schieffer is a CFP® and Series 65-licensed financial advisor at Creative Planning with six years of industry experience. She has worked at Creative Planning since 2021 and previously spent seven years at Sprint. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process with an emphasis on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.
Grant C
CFP®, Series 63, Series 65
Overland Park, KS
Creative Planning
Grant Cetola is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Creative Planning. His work history includes roles at Mutual Securities, Intellicents, Orion Advisor Technology, and AXA Advisors, among others. He is based in Overland Park, KS. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through more than 1,100 advisors nationwide.
Cordell H
Series 65
Overland Park, KS
Mariner
Cordell Hollensteiner is a Series 65-licensed advisor at Mariner with three years of industry experience. His prior work includes roles at Al Gustin Golf Course and six years in full-time education. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement plan consulting. The firm implements customized portfolios supported by an internal investment team and provides integrated tax, accounting, and financial wellness services.
Mackenzie B
Series 65
Overland Park, KS
Creative Planning
Mackenzie Buysse is a financial advisor at Creative Planning with a Series 65 credential and two years of industry experience. She has been with Creative Planning since 2020 and previously worked at Kansas State University for five years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, and manages approximately $295.6 billion in client assets across more than 1,100 advisors.
Janae L
CFP®
Overland Park, KS
Creative Planning
Janae Linenberger is a CFP® with ten years of industry experience, currently serving as a financial advisor at Creative Planning since 2016. She is based in Overland Park, KS. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.
Robert O
Series 63, Series 66
Overland Park, KS
Creative Planning
Robert Oldaker is a financial advisor at Creative Planning with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cantor Fitzgerald & Co., Macquarie Investment Management, Delaware Distributors, Ivy Distributors, and Waddell & Reed. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process focused on low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.
Timothy G
CFP®, Series 63, Series 65
Overland Park, KS
Wealth Enhancement Advisory Services, LLC
Timothy Gaigals is a CFP® with 22 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior roles include positions with Ameritas Life Insurance Corp., Ameritas Advisory Services, and TFB Advisors, LLC. He is also licensed as an independent insurance agent and owns a financial planning and advisory business called Tax Favored Benefits. Wealth Enhancement Advisory Services is a large enterprise managing over $122 billion in assets, serving individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.
Christopher C
Series 66
Overland Park, KS
Prime Capital Financial
Christopher Coppolo is a financial advisor at Prime Capital Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked at firms including Bank of America, Merrill, and Sound Income Strategies LLC. Prime Capital Financial is an SEC-registered advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm employs various investment strategies and provides integrated tax and financial administration services through its affiliated accounting subsidiary.
John E
Series 65, Series 63
Olathe, KS
Integrity Alliance, LLC
John Erny is a financial advisor at Integrity Alliance, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Central Trust Bank, LPL Financial, and Infinex Investments. Integrity Alliance provides advisory and brokerage services to a broad client base, including individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and a range of investment programs through a large network of independent advisors managing approximately $5.4 billion in client assets.
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3,366 advisors near
64113
within the area shown on the map
Out of 400,000+ nationwide