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1,957 advisors near
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Leanne W
Series 66
Parkville, MO
Edward Jones
Leanne Wasleski is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. She has been with Edward Jones since 2016, with a brief gap between 2017 and 2024, and has prior involvement with Good Shepherd United Methodist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products, with approximately $1.01 trillion in assets under management.
Timothy Z
Series 66
Overland Park, KS
Thrivent Investment Management
Timothy Zitter is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping these services separate.
Landon H
Series 66
Shawnee, KS
Merrill
Landon Harris is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His work history includes roles at Bank of America, G4S Secure Solutions USA, Amazon.com, Inc., and six years of service in the U.S. Army. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.
Joshua W
Series 63, Series 65
Overland Park, KS
LPL Enterprise
Joshua West is a financial advisor with LPL Enterprise in Overland Park, KS, holding Series 63 and Series 65 designations and seven years of industry experience. He has held roles at Prudential Insurance Company of America and Pruco Securities, LLC, among others. West is also involved with a health insurance business through West Financial LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers advisory and brokerage services leveraging LPL’s research, model portfolios, and third-party asset managers, with an integrated platform that includes insurance products and collateralized lending programs.
Travis V
Series 66
Olathe, KS
Edward Jones
Travis Vandever is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
Ada S
Series 63, Series 65
Overland Park, KS
Wells Fargo Clearing
Ada Sanabria Flores is a financial advisor with Wells Fargo Clearing in Olathe, KS, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Wells Fargo Clearing, she held roles at Wells Fargo Bank, MVP Law Firm, and Waterway Car Wash among others. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.
Christopher P
Series 63, Series 66
Overland Park, KS
Wells Fargo Clearing
Christopher Paul is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a soccer coach for the Union KC Soccer Club and is president of the Summit Station Property Owners Association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.
Kenneth W
Series 63, Series 65
Overland Park, KS
Equitable Advisors
Kenneth Walton is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked with Equitable Advisors and its predecessor, AXA Advisors, since 1999. Walton also conducts business under the DBA name Reflection Financial Strategies, LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients with financial planning, retirement plan consulting, and various asset-management programs. The firm employs a range of advisory models and third-party managers, focusing on personalized client assessments and offering both proprietary and third-party investment solutions.
Geoffrey G
Series 63, Series 65
Overland Park, KS
Primerica Advisors
Geoffrey Gembala is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Outside of his advisory role, he is a co-author of a book and involved with Appreciate The World, Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and select discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating on a tiered wrap-fee structure rather than fixed fees.
Nathan S
Series 63, Series 65
Overland Park, KS
Thrivent Investment Management
Nathan Smith is a financial advisor with Thrivent Investment Management in Overland Park, KS, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for 24 years. Outside of his advisory role, he serves as Treasurer for the Papua New Guinea Mission Society, managing the organization’s financial records. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a range of financial topics without portfolio management or discretionary trading authority. The firm integrates planning with managed accounts through its WealthPlan option while maintaining separate services.
Joseph P
Series 65, Series 63
Overland Park, KS
Cetera
Joseph Pelle is a financial advisor with Cetera in Overland Park, KS, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has held roles at several firms including Prosperity Advisors, LLC, where he is Vice President and a board member, and Prosperity Network of Advisors, where he serves as Senior Vice President. Pelle also participates in related business activities including ownership positions and a referral role to a CPA firm. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options and integrates third-party managers and proprietary model portfolios.
Lana I
Series 63, Series 66
Olathe, KS
Merrill
Lana Ibrahimi is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. She has previously worked at Bank of America, J.P. Morgan Securities LLC, and BMO Financial Group. Lana also has an academic background with roles at Wilmington University and the University of Jordan. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Jack S
Series 66
Overland Park, KS
Equitable Advisors
Jack Scanlon is a financial advisor with Equitable Advisors in Overland Park, KS. He holds a Series 66 designation and has recently begun his career in the financial industry. Prior to joining Equitable Advisors, Jack held roles at KeyBank Real Estate Capital, Crown MedReality Partners, and Prime Capital Investment Advisors. Equitable Advisors serves individual clients across various wealth levels, as well as pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment platforms.
Kristina S
Series 63, Series 65
Overland Park, KS
Cetera
Kristina Strickland is a financial advisor at Cetera with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Commonwealth Financial Network and Trinity Planning Group. Outside of finance, she serves as the children's director at Faith Vineyard Church and owns a horseback riding lesson and training facility. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various program options, including proprietary and third-party model portfolios, discretionary and non-discretionary management, and a broad range of investment solutions.
James R
CFP®, Series 66
Shawnee, KS
Edward Jones
James Redwine is a CFP® with 12 years of industry experience and has been with Edward Jones since 2013. He is a retired Army Lieutenant Colonel and has authored a finance book aimed at soldiers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory strategies, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.
Joel A
Series 66
Overland Park, KS
Cetera
Joel Alderson is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at multiple firms including Comprehensive Retirement Solutions, AGH Wealth Management, and Flint Hills National Golf Course. Joel is also involved with Prosperity Tax Center, LLC, where he refers clients to a CPA for tax and accounting services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform.
Bradley S
Series 63, Series 65
Overland Park, KS
Cambridge Investment Research Advisors
Bradley See is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and has a combined tenure at affiliated firms spanning over two decades. Outside of advisory services, he also works as an independent insurance agent for various independent insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, utilizing a range of strategies and platform arrangements tailored to client objectives.
Stephen D
Series 63, Series 65
Lenexa, KS
Fidelity
Stephen Deprisco is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Fidelity Brokerage Services LLC since 2010. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and incorporation of AI-driven research tools.
Jackson R
Series 66
Shawnee, KS
Edward Jones
Jackson Rader is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at United Bank & Trust and was involved with Mosquito Squad. He has also been active in university intramural sports during his time at Fort Hays State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a large network of financial advisors and branch offices nationwide.
Jeffrey M
ChFC®, Series 63, Series 65
Overland Park, KS
OSAIC
Jeffrey Meyers is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, with 34 years of industry experience. He has worked at firms including Cetera Advisor Networks LLC and Summit Financial Group Inc. He is the owner of Meyers Wealth Management, LLC, a marketing entity serving clients. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and managed-account solutions.
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1,957 advisors near
66012
within the area shown on the map
Out of 400,000+ nationwide