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246 advisors near
64029
within the area shown on the map
Out of 400,000+ nationwide
Joseph H
Series 63, Series 66
Lees Summit, MO
Edward Jones
Joseph Hyde is a financial advisor at Edward Jones with 21 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2016. The firm serves over four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.
Ryan K
Series 66
Independence, MO
Edward Jones
Ryan Kliethermes is a financial advisor at Edward Jones in Independence, MO, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, he worked for KE2 Therm Solutions, INC. from 2010 to 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of segments. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering various advisory programs and investment strategies under a fiduciary standard.
Steven H
Series 63, Series 65
Blue Springs, MO
LPL Financial
Steven Hellon is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 38 years of industry experience. His career includes long-term engagements with Waddell & Reed, Inc. and various insurance carriers, alongside his current affiliation with LPL Financial since 2021. He is also involved with RDSH, LLC, a business entity for tax and investment purposes unrelated to advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services with access to various model portfolios and research from both internal and third-party sources.
Christy Y
Series 63, Series 66
Blue Springs, MO
Edward Jones
Christy Yager is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has worked at Edward Jones since 2017 and previously held positions at RBC Capital Markets and Pacific Select Distributors. 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 and offers a range of advisory programs, investment options, and fiduciary services through a large nationwide network of financial advisors and branch offices.
Kevin W
Series 66
Lees Summit, MO
LPL Financial
Kevin Wood is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including Waddell & Reed and Mid-Missouri Group LLC. Wood has participated in community organizations such as the Cass County Historical Society and the Freedom's Frontier National Heritage Area. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven approaches.
Adam K
CFP®, Series 66
Independence, MO
Edward Jones
Adam Kliethermes is a CFP®-designated financial advisor with Edward Jones in Independence, MO, where he has 14 years of industry experience and has worked since 2011. He is a member of the Board of Directors and the Investment Committee for the Truman Heartland Community Foundation. Additionally, he owns a commercial property leased to an Edward Jones branch office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment strategies under a fiduciary standard.
Brad S
Series 65, Series 63
Lee's Summit, MO
Morgan Stanley
Brad Shaw is a financial advisor with Morgan Stanley, holding Series 65 and Series 63 licenses and possessing 47 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in managing a rental property in Tahoe Vista, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning supported by structured tools and firm-approved methodologies.
Megan H
Series 66
Independence, MO
Edward Jones
Megan Hammer is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to her current role, she was involved in marketing and transportation-related businesses. Outside of financial advising, she has been involved in a tanning salon as an on-call spray tanning specialist. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.
Patrick B
Series 66, Series 63
Independence, MO
Edward Jones
Patrick Bolger is a financial advisor at Edward Jones with 30 years of industry experience. He has held his current position since 1996 and holds Series 66 and Series 63 credentials. Outside of his advisory role, he serves as a trustee of his deceased father's trust. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.
Thomas W
Series 63, Series 66
Lees Summit, MO
LPL Financial
Thomas Wood Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has worked with LPL Financial since 2018 and previously spent 11 years at INVEST Financial Corp. Wood operates in Lees Summit, MO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies.
Stephanie C
Series 66
Oak Grove, MO
Edward Jones
Stephanie Carter is a Series 66-licensed financial advisor with Edward Jones in Oak Grove, MO, where she has worked since 2004. She has 3 years of industry experience. Outside of her advisory role, she co-owns a farm in Lexington, MO. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.
Cameron P
Series 66
Lees Summit, MO
LPL Financial
Cameron Pumphrey is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and previously worked at Mid-Missouri Group LLC, Waddell & Reed Inc, and various insurance carriers. Pumphrey is also involved as a general partner with Mid-Missouri Group LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by research and technology.
Troy G
CFP®, Series 66
Independence, MO
Edward Jones
Troy Ganson is a CFP® with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Thornton Tomasetti from 2013 to 2017. Outside of his advisory role, he is involved in community leadership as Pack Committee Chairman for Cub Scout Pack 391 and performs as a singer in a band based in Lee’s Summit, MO. 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 and investment strategies, supported by a large network of financial advisors and branch offices across the country.
Jacob B
Series 66
Independence, MO
Edward Jones
Jacob Bolger is a financial advisor with Edward Jones in Independence, MO. He holds a Series 66 designation and joined Edward Jones in 2025. Prior to his advisory role, he worked at Oracle for four years and attended Rockhurst University. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets with a network of more than 23,700 advisors and offers a range of advisory programs under a fiduciary standard.
Catherine F
Series 66
Blue Springs, MO
LPL Financial
Catherine Fortier is a Series 66-licensed financial advisor with 14 years of industry experience, currently with LPL Financial since 2021. Her prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and Edward Jones, among others. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations, offering advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.
Wesley E
Series 66
Blue Springs, MO
Raymond James Financial
Wesley Ellwood is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2022 and is also involved with Ellwood Investments LLC. Prior to his financial advisory roles, his background includes positions at Orizon Aerostructures and the Nostrand Avenue Pub. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting, using analytical tools to support client goals, and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.
Matthew F
CFP®, Series 66
Independence, MO
Edward Jones
Matthew Flax is a financial advisor at Edward Jones with nine years of industry experience. He holds the CFP® designation and Series 66 license and has been with Edward Jones since 2016. Outside of his advisory role, he serves on the Finance Committee at Holy Spirit Catholic Church in Lee's Summit, MO. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Carson B
CFP®, Series 66
Independence, MO
Edward Jones
Carson Burke is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he held roles at the State Policy Network and the California Policy Center, and was involved with the Jewish Community Center for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.
Douglas F
CFP®, Series 63, Series 65
Raytown, MO
Cetera
Douglas Filipovits is a CFP® with 23 years of experience in financial advisory roles, currently affiliated with Cetera. He has been with Cetera Advisors LLC since 2013 and is a co-owner of Focused Asset Management DBA Garrison & Associates/The Tax Shoppe, where he manages a tax and accounting business. Outside of finance, he serves as a middle school football coach and defensive coordinator at Indian Woods Middle School in the Shawnee Mission School District. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Derrick E
Series 66
Lees Summit, MO
LPL Financial
Derrick Evans is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Waddell & Reed, Inc. and Arvest Bank before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with access to model portfolios, third-party research, and various management options.
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Finding advisors...
246 advisors near
64029
within the area shown on the map
Out of 400,000+ nationwide