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275 advisors near
64155
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Kyle A
Series 66
Liberty, MO
LPL Financial
Kyle Allain is a financial advisor with LPL Financial in Liberty, MO, holding a Series 66 designation and seven years of industry experience. His prior roles include seven years at Edward Jones and experience as an independent consultant, along with positions in healthcare-related companies. 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, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by research and diverse investment strategies.
Michael K
CFP®, ChFC®, Series 63, Series 65
Kansas City, MO
Edward Jones
Michael Keeton is a financial advisor at Edward Jones in Kansas City, MO, holding the CFP® and ChFC® designations with 19 years of industry experience. He previously worked at Copper Financial Network LLC for seven years before joining Edward Jones in 2021. Outside of finance, Keeton works as a professional pyrotechnician, shooting fireworks shows several times a year. 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 and offers various advisory programs, combining a large retail advisor network with affiliated services such as a trust company and proprietary mutual funds.
Adam G
Series 66
Kearney, MO
Raymond James & Associates
Adam Gay is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds the Series 66 designation and previously worked at Waddell & Reed Inc for 10 years. His current tenure at Raymond James began in 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.
Todd S
CFP®, Series 66
Gladstone, MO
Edward Jones
Todd Salzman is a financial advisor with Edward Jones in Gladstone, MO, holding CFP® and Series 66 designations and 15 years of industry experience. He previously spent 12 years with Copper Financial Network LLC before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Alicea K
Series 66
Kansas City, MO
LPL Financial
Alicea Konieczka is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. She previously worked with Wells Fargo Advisors, RT Specialty, RTS Financial / RTS International, and Clay Platte Family Medicine. Konieczka has ownership interests in two investment-related LLCs, Emerald Legacy Advisors LLC and AVK Advisory Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to proprietary research, model portfolios, and various technological tools.
Jason P
Series 66
Kearney, MO
Cetera
Jason Pierret is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. He previously worked at Edward Jones for seven years and has been affiliated with Cetera and Eagle Wealth Planning, LLC since 2021. He serves as a board member of the Kearney Education Foundation, a nonprofit organization involved in scholarship selection and fundraising. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies across multiple custodial relationships.
Braden W
Series 66
Kansas City, MO
LPL Financial
Braden Wilson is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He previously worked at Edward Jones for six years and Ryan Transportation for three years. Wilson is based in Kansas City, MO. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, with access to model portfolios, research, and both discretionary and non-discretionary management.
Gabriel M
Series 65, Series 63
Kansas City, MO
LPL Financial
Gabriel Moser is a financial advisor at LPL Financial in Kansas City, MO, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Primerica, as well as work with VeraNorth Capital Management LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research and multiple investment strategies.
Erica K
CFP®, Series 63
Kansas City, MO
Edward Jones
Erica King is a CFP®-certified financial advisor with Edward Jones in Kansas City, MO, where she has worked since 2002. She holds a Series 63 license and has 23 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Michael E
Series 66
Parkville, MO
Edward Jones
Michael Emmick is a Series 66-licensed financial advisor with Edward Jones in Parkville, MO, where he has worked since 2009. He has 22 years of industry experience. Outside of his advisory role, he is involved with MRE Holdings LLC, a rental property business in Parkville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors nationwide.
John B
Series 66
Liberty, MO
Cetera
John Blanton is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has worked at multiple firms including Spencer Financial Services, Inc. Outside of his advisory work, Blanton serves as a junior high and high school basketball coach at a local Christian school and is a part owner of a skincare business. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform with access to both affiliated and third-party managers.
Timothy D
Series 63, Series 66
North Kansas City, MO
Edward Jones
Timothy Dolan is a financial advisor with Edward Jones in North Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Edward Jones since 1991. Dolan serves as a board member of the North Kansas City Business Council, a nonprofit chamber organization involved in directing local business policies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.
Nicole E
Series 66
Kansas City, KS
Edward Jones
Nicole Eads is a Series 66-licensed financial advisor with Edward Jones, based in Kansas City, KS. She has been associated with Edward Jones since 2019 and has experience working with several community churches. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory and investment management solutions supported by a large network of financial advisors and branch offices nationwide.
Aaron H
CFP®, Series 66
Liberty, MO
LPL Financial
Aaron Hill is a CFP® professional with 13 years of industry experience, currently serving at LPL Financial since 2021. Prior to this, he was involved with Hill & Mitchell Group LLC and H2 Tax Service LLC, and served on the Liberty Citizens Sales Tax Oversight Committee for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer providing financial planning, advisory programs, and retirement plan consulting to individuals, institutions, and organizations nationwide through a large network of representatives. The firm offers a wide range of discretionary and non-discretionary management services, utilizing model portfolios and research from various sources.
David C
Series 66
Smithville, MO
Edward Jones
David Cooper is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Edward Jones since 2017 and previously was employed at Derr Equipment from 2012 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.
Jeffrey H
Series 66
Kansas City, MO
Merrill
Jeffrey Hill is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has been with Merrill and Bank of America, N.A. since 2016. Prior to his career in finance, he worked for nearly two decades at Applebee's Neighborhood Grill and Bar. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, charities, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm utilizes multiple investment program strategies and benefits from integration with Bank of America affiliates, supporting a variety of capital-markets activities.
Carol B
Series 63, Series 65
Gladstone, MO
Morgan Stanley
Carol Blunk is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and having 33 years of industry experience. She has been with Morgan Stanley since 2017 and previously worked at Centennial Securities Company, Inc. from 2016 to 2017. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm uses a structured financial planning process supported by firm-approved tools, managing approximately $2.74 trillion in client assets.
Michael W
Series 63, Series 66
Kansas City, MO
J.P. Morgan Securities
Michael Williams is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Chiron Investment Management LLC and Selectquote. He is based in Kansas City, MO. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.
James W
Series 66
Liberty, MO
Cetera
James Wyllie is a financial professional at Cetera with a Series 66 credential and three years of industry experience. He has held roles at Cetera Advisors LLC, Purpose Planning, and Spencer Financial Services, LLC. Outside of finance, Wyllie is involved in community and nonprofit activities, including ownership of Liberty United Soccer Club and Reclaim Functional Rehab, as well as serving on the leadership board of the nonprofit Man Up and Go and as an elder at Liberty Christian Fellowship. Cetera Investment Advisers LLC is an SEC-registered adviser operating a nationwide network of over 10,000 advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Bruce C
Series 63, Series 65
Smithville, MO
Cetera
Bruce Cramer is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 37 years of industry experience. He has previously worked with Commonwealth Financial Network and leads Cramer Capital Management LLC as its president. Outside of advising, he holds leadership roles in several nonprofit and community organizations, including serving as treasurer for Tri County Mental Health Services and vice chair of the Northland Community Foundation. Cetera Investment Advisers LLC provides services through a national network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning solutions, operating a multi-manager platform that includes affiliated and third-party managers with various program structures and supervisory frameworks.
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Finding advisors...
275 advisors near
64155
within the area shown on the map
Out of 400,000+ nationwide