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3,394 advisors near
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Paul B
Series 65
Lee's Summit, MO
Wealth Enhancement Advisory Services, LLC
Paul Brock is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 12 years of industry experience. Prior to joining Wealth Enhancement Advisory Services, he was with Wise Wealth, LLC for 12 years and worked as a self-employed insurance agent for 13 years. He is also active as an insurance agent focusing on fixed insurance and annuity sales. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting with an investment approach that blends passive and active strategies guided by an internal Investment Committee.
Caleb B
Series 65
Overland Park, KS
Creative Planning
Caleb Beil is a financial advisor at Creative Planning with a Series 65 designation and three years of industry experience. His prior roles include positions at MDL Wine & Spirits and the Ferguson Smith Cohen Group at Morgan Stanley. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure.
Jeremy W
Series 63, Series 66
Overland Park, KS
Empower Advisory Group
Jeremy Wilson is a financial advisor with Empower Advisory Group based in Overland Park, KS. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. His previous roles include positions at GWFS Equities, Inc., J.P. Morgan Institutional Investments Inc., and JPMorgan Retirement Plan Services, LLC. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and select retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and client savings rates in its planning approach.
Lucas A
CFP®, Series 66
Overland Park, KS
Guardian Life
Lucas Austin is a financial advisor with Guardian Life and holds the CFP® and Series 66 designations. He has 21 years of industry experience, including long-term roles at New York Life Insurance Company and Park Avenue Securities. He is also involved in his own business, Austin Wealth Strategies, LLC. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to insurance products, alternative investments, and various integrated lending options.
Erin O
Series 63, Series 66
Shawnee, KS
Empower Advisory Group
Erin Outlaw is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked with Empower Retirement since 2020 and Waddell & Reed Inc from 2013 to 2019. 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 services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.
Ryan A
Series 65
Overland Park, KS
Creative Planning
Ryan Adams is a financial advisor at Creative Planning with four years of industry experience. He holds a Series 65 designation and previously worked at Ernst & Young, LLP. Adams serves as a board member for Pathway Financial Education, a nonprofit focused on educational services in Kansas City, MO. 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 approach that includes low-cost indexing, buy-and-hold strategies, and supplemental portfolio techniques, supported by a large advisory team and integrated investment infrastructure.
Jonathan H
CFP®
Overland Park, KS
Creative Planning
Jonathan Horsman is a Certified Financial Planner (CFP®) with 13 years of experience in the financial advisory industry. He has been with Creative Planning since 2013. 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 client assets and offers a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.
Sherri H
ChFC®, Series 66
Overland Park, KS
Mariner
Sherri Hazell is a ChFC® and holds a Series 66 license, with 22 years of experience in the financial services industry. She has worked at Mariner Wealth Advisors for 12 years, Msec, LLC for 15 years, and A.G. Edwards & Sons, Inc. for one year. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds through services such as investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by both internal research and third-party managers, and is notable for its integrated tax, accounting, and financial wellness services.
Alex A
Series 65
Overland Park, KS
Creative Planning
Alex Andersen is a financial advisor at Creative Planning with a Series 65 credential and one year of industry experience. Prior to joining Creative Planning, he held roles at PwC, Seaboard Corporation, and Grove City College. Creative Planning offers 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 client assets and employs a financial planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tactical options.
Kevin J
CFP®, Series 66
Overland Park, KS
Creative Planning
Kevin Jones is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Creative Planning since 2015. He holds the Series 66 designation and is based in Overland Park, 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 manages approximately $217 billion in assets, employing a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and a range of retirement plan services.
Bruce K
Series 63
Overland Park, KS
Mariner
Bruce Kusmin is a financial advisor with Mariner in Overland Park, KS, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Mariner Wealth Advisors since 2006 and is also associated with Msec, LLC since 2011. Kusmin serves as a board member of the Global Orphan Project and the Joshau Center, both nonprofit organizations. Mariner serves a broad range of clients, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, tax services, and family office solutions. The firm employs discretionary, customized portfolios supported by internal research and third-party managers and provides integrated tax and accounting services alongside traditional portfolio management.
Jakob B
Series 63, Series 65
Leawood, KS
Cetera Planning Partners
Jakob Benelli is a financial advisor with Cetera Planning Partners in Leawood, KS, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to his current role, he worked at The Retirement Planning Group and American Century Investment Services, Inc. He also has work experience outside finance, including at Genesis Health Clubs and Krispy Kreme. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment approach emphasizes diversified allocations tailored to client objectives and risk tolerance, supported by a range of ancillary services and integration within the larger Cetera network.
Alec B
Series 63, Series 65
Overland Park, KS
Creative Planning
Alec Barber is a financial advisor at Creative Planning with five years of industry experience. He has held roles at American Century Investment Services, Empower Advisory Group, and Northwestern Mutual. Alec holds Series 63 and Series 65 licenses. 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.
Darin H
Series 66
Overland Park, KS
Prime Capital Financial
Darin Henderson is a financial advisor with Prime Capital Financial, holding a Series 66 designation and bringing 10 years of industry experience. His prior roles include positions at Private Client Services and Lawing Financial Inc., among others. Outside of his advisory work, he serves as a director for the Blue Valley High School Boys Soccer Booster Club. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, retirement plan sponsor and trustee services, and family office solutions, employing a mix of core/satellite, thematic, and tactical investment strategies.
Jennifer P
CFP®, Series 66
Overland Park, KS
Creative Planning
Jennifer Price is a financial advisor at Creative Planning with 16 years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at Raymond James Financial Services and Quest Capital Management Inc. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals—including high-net-worth and ultra-affluent clients—as well as pension and profit-sharing 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.
Adam H
Series 63, Series 65
Olathe, KS
Commonwealth Financial Network
Adam Hutsell is a financial advisor with Commonwealth Financial Network in Olathe, KS, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. His work history includes positions at COUNTRY FINANCIAL since 2009 and at both Commonwealth Financial Network and Infinitas since 2022. He is also involved in fixed insurance sales, dedicating a small portion of his business time to this activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custody and clearing services.
George C
Series 65
Overland Park, KS
Commonwealth Financial Network
George Cater V is a Series 65-licensed financial advisor with one year of industry experience. He is currently associated with Commonwealth Financial Network and has past experience at several firms including Grant Capital and New York Life. Outside of finance, he has worked at Blanc Champagne Bar since 2025. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing roughly $212.7 billion in client assets. The firm provides a range of managed-account programs and access to third-party asset managers, supporting advisors with trading, reporting, and custody services.
Robert A
Series 66
Overland Park, KS
Mariner
Robert Abraham II is a financial advisor at Mariner with seven years of industry experience. He holds a Series 66 designation and has worked at several firms including Charles Schwab & Co., TD Ameritrade, and Northwestern Mutual. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by an internal investment committee and combines in-house research with third-party managers and platforms.
Aaron S
Series 66
Overland Park, KS
Prime Capital Financial
Aaron Stockmann is a Series 66-licensed advisor at Prime Capital Financial with three years of industry experience. He previously worked at Morgan Stanley and has held roles outside finance, including as a delivery driver for DoorDash and Uber Eats. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and family office offerings. The firm uses a range of investment strategies and provides integrated tax and financial administration services through affiliated subsidiaries.
Steven B
Series 63, Series 65
Shawnee, KS
First Command Advisory Services
Steven Babcock is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses. He joined the firm in 2025 and has prior experience in the Marine Corps and the automotive and manufacturing industries. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
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3,394 advisors near
64110
within the area shown on the map
Out of 400,000+ nationwide