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Kenneth M
Series 63, Series 65
Overland Park, KS
Wells Fargo Clearing
Kenneth Marker is a financial advisor with Wells Fargo Clearing in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo in various capacities since 2010. Marker serves as a board member of the Pleasant Valley Farms Homeowners Association. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
Bradley M
Series 66
Overland Park, KS
Fidelity
Brad Mock is a Financial Consultant at Fidelity, where he assists clients with retirement planning and investment strategy. He collaborates with clients to create plans aimed at meeting their reasonable goals and improving their family's financial future. Prior to joining Fidelity in 2022, Brad held positions as a Wealth Management Advisor at U.S. Bancorp Investments from 2021 to 2022, a Financial Solutions Advisor at Merrill Lynch from 2019 to 2021, and a Financial Center Manager at Bank of America from 2017 to 2019. He holds an Arkansas Insurance License.
Maren J
Series 66
Overland Park, KS
Fidelity
Maren Johnson is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked at Saint Ann YCC and held positions in educational institutions including Fisher Island Day School and Pembroke Hill School. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.
Sean T
CFP®, Series 63, Series 65
Overland Park, KS
Cetera
Sean Tucker is a financial advisor with Cetera, holding a CFP® designation and Series 63 and 65 licenses, with 29 years of industry experience. He has held positions at Valic Financial Advisors and Comprehensive Retirement Solutions before joining Cetera. Tucker is also a financial professional at Prosperity Advisors, LLC and refers clients to a tax and accounting firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and program structures.
Keaton G
Series 66
Overland Park, KS
Fidelity
Keaton George is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior roles include positions at Strategic Partners Financial Group and Mitchell Capital Management. Outside of his advisory work, he has experience with DoorDash, Inc. and held academic and community roles related to Kansas State University and Baldwin City Recreation Commission. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs.
Clyde W
Series 63, Series 65
Overland Park, KS
Primerica Advisors
Clyde Wells II is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and has been retired since 2011. His other business activities include part-time sales of loan products and home security and automation services referrals through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment services.
Caleb B
Series 63, Series 66
Overland Park, KS
Edward Jones
Caleb Banegas is a financial advisor at Edward Jones in Overland Park, KS, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Northwestern Mutual Life Insurance Company and DoorDash. He has also been affiliated with the University of Colorado Denver for several years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Zahin M
Series 66
Overland Park, KS
Equitable Advisors
Zahin Muqsit is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at BRAC Bank Limited and teaching positions at Wichita State University and Bangladesh University of Professionals. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.
Kristi Y
Series 66
Overland Park, KS
Edward Jones
Kristi Young is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2015. Kristi is also a licensed notary public in Kansas, primarily notarizing work-related documents for branch clients. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Jeremy M
Series 63, Series 65
Overland Park, KS
Primerica Advisors
Jeremy Mctaggart is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Primerica Financial Services since 2000 and PFS Investments Inc. since 2013, with prior experience at House and Renner Construction. Outside of financial advising, he serves as Children's Ministry Director at Restoration Church. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm employs model-based investment strategies overseen by external asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.
William E
CFP®, ChFC®, Series 63, Series 65
Overland Park, KS
Cetera
William Easley is a financial advisor with Cetera, holding CFP® and ChFC® designations and bringing 39 years of industry experience. He has served in various roles at Prosperity Advisors LLC and related entities, including as Vice President and member of the board of directors. Easley is involved in multiple financial services and investment-related businesses and also participates as a referrer for a tax and accounting firm. Cetera Investment Advisers LLC is an SEC-registered advisor with a nationwide network of over 10,000 independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and customized strategies.
Blake L
Series 66
Overland Park, KS
Fidelity
Blake Limbaugh is a Financial Consultant currently working at Fidelity Investments since 2023. He has experience as a Financial Advisor at Engage Wealth Advisors from 2022 to 2023 and as a Financial Solutions Advisor at Merrill Lynch from 2018 to 2022. In his role, Blake focuses on partnering with clients to understand their financial goals and aims to deliver a unique and world-class experience. His career reflects a progression through various positions within the financial services industry, providing him with a broad perspective on client financial planning and advisory services. Outside of his professional work, Blake's personal interests include baseball, golf, music, soccer, social events with friends, and parenthood.
Eric V
Series 66
Overland Park, KS
Edward Jones
Eric Vochatzer is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He previously worked at Shamrock Trading Company for nine years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.
Daniel S
Series 66
Overland Park, KS
Edward Jones
Daniel Schneider is a financial advisor with Edward Jones, holding a Series 66 designation and one year of industry experience. He previously worked at Edward Jones from 2019 to 2026 and held positions at Lowe's and Luxottica earlier in his career. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.
Matthew M
Series 66
Overland Park, KS
Cetera
Matthew Musson is a financial advisor at Cetera with Series 66 credentials and one year of industry experience. His prior work includes various roles at the University of Kansas, hospitality businesses such as The Hawk Tavern and The Jayhawk Cafe, and positions at country clubs and golf-related companies. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment approaches, including model portfolios, third-party managers, and bespoke strategies, supporting both discretionary and non-discretionary account management.
Angela B
CFP®, Series 66
Overland Park, KS
Cetera
Angela Brill is a CFP® professional with 19 years of industry experience, currently affiliated with Cetera. She has held leadership roles including CEO and manager of Prosperity Advisors, LLC, and is involved in related business activities such as serving as chairman and CEO of Prosperity Shared and referring clients to a tax and accounting firm. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with access to various investment strategies and third-party managers, overseeing more than $256 billion in assets and supported by a network of over 10,000 advisors.
Robert F
Series 66, Series 63
Overland Park, KS
Thrivent Investment Management
Robert Falck is a financial advisor with Thrivent Investment Management in Overland Park, KS, holding Series 63 and Series 66 credentials. He has two years of industry experience, including prior roles at J.P. Morgan Securities and JPMorgan Chase bank N.A., as well as military service in the Marine Corps. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a combination of planning and managed-account services, delivered through a large network of financial advisors.
Katharine E
Series 66
Parkville, MO
Edward Jones
Katharine Eck is a Series 66-licensed financial advisor with Edward Jones in Parkville, MO, where she has worked since 2018. She has seven years of industry experience and is also a partner in an event management company, Fifteen Zero One, LLC. Prior to joining Edward Jones, she was involved with Hope Faith Ministries and Wildtree. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is notable for its extensive advisor and branch network and offers services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
James C
Series 66
Oveland Park, KS
Edelman Financial Engines
James Connelly is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and 19 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2016 and was previously with Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with an emphasis on diversified portfolios and long-term strategies.
Riley L
Series 66
Overland Park, KS
Cetera
Riley Landuyt is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has worked at Renaissance Financial Corp since 2018, alongside his current role at Cetera. Outside of advising, Landuyt is engaged in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and advisory services, supported by a large network of advisors and over $256 billion in assets under management.
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1,956 advisors near
66012
within the area shown on the map
Out of 400,000+ nationwide