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66018
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Tammy T
Series 63, Series 65
Overland Park, KS
Commonwealth Financial Network
Tammy Tetzlaff is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has worked at Commonwealth Financial Network and Trinity Planning Group, LLC, and is the owner of Infinitas Retirement Plan Solutions, LLC, which focuses on qualified plan business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, technology, investment management, compliance, and practice management while offering a range of discretionary model portfolios and program structures.
Brennan M
Series 63, Series 65
Overland Park, KS
Commonwealth Financial Network
Brennan Masterson is a financial advisor with Commonwealth Financial Network holding Series 63 and Series 65 credentials and has one year of industry experience. His prior roles include positions at Infinitas, Wells Fargo Advisors, and FCS Family Office. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who construct client portfolios using a broad range of securities and insurance products.
Julie K
Series 66
Overland Park, KS
VOYA Financial Advisors, Inc.
Julie Kurland is a financial advisor with VOYA Financial Advisors, Inc. and holds a Series 66 designation. She has 12 years of industry experience, including her current roles at VOYA and Simmons Wealth Management. Outside of her advisory work, she serves as a volunteer city council member for the City of Lake Quivira. VOYA Financial Advisors serves a diverse client base that includes individual and institutional investors, providing services such as financial planning, portfolio management, and retirement plan consulting through various program structures and a mix of discretionary and non-discretionary management.
Justin M
Series 66, Series 63
Olathe, KS
Empower Advisory Group
Justin Magott is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Waddell & Reed, Inc. and Kansas State Recreational Services. 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 offers point-in-time financial plans and optional managed account solutions through a model integrated with Empower’s recordkeeping and administrative platforms.
Angela R
Series 66
Shawnee, KS
First Command Advisory Services
Angela Remington is a financial advisor at First Command Advisory Services with three years of industry experience. She holds a Series 66 designation and previously worked for USD 469 for nine years. Remington is also the owner of AJ Remington LLC, an independent contracting business, and a partner in Pony Express Advisors, LLC, which manages branch-related business expenses. 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 wrap-fee asset management programs, utilizing a centralized investment management team and prescreened third-party managers.
John G
Series 63, Series 65
Overland Park, KS
Ameritas Advisory Services, LLC
John Goodwin is a financial advisor with Ameritas Advisory Services, LLC and holds Series 63 and Series 65 credentials. He has 24 years of industry experience, including roles at Ameritas Life Insurance Corp and Ameritas Investment Corp since 2006, and has operated The Goodwin Group since 2002. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.
Jason D
Series 66
Olathe, KS
Commonwealth Financial Network
Jason Denney is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 27 years of industry experience. He has been with Commonwealth Financial Network since 2001. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, retirement plan consulting, and a platform that supports advisors with operations, trading, technology, investment management, and compliance services.
Chad B
Series 66
Overland Park, KS
Commonwealth Financial Network
Chad Berg is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. His prior work includes positions at Infinitas, Cambridge Investment Research Inc., Premier Income Partners, Securities America, and Security National Bank. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Bradley C
Series 66
Overland Park, KS
Principal Financial Services
Bradley Cure is a financial advisor at Principal Financial Services with 17 years of industry experience. He holds the Series 66 designation and has worked at firms including Berthel, Fisher & Company Financial Services, Aspire Wealth Management, and FSC Securities Corporation. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Lennie W
Series 63, Series 66
Shawnee, KS
Steward Partners Investment Advisory, LLC
Lennie Walters is a financial advisor with Steward Partners Investment Advisory, LLC based in Shawnee, KS. He holds Series 63 and Series 66 designations and has 20 years of industry experience. His prior roles include positions at Ameritas Investment Company, Ivy Funds Distributor Inc., and Waddell & Reed, Inc. Outside of his advisory work, he is the sole proprietor of Walters LLC, a farming business focused on cattle. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services.
Duayne M
Series 63, Series 65
Shawnee, KS
Independent Financial Group, LLC
Duayne Madl is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has worked at Main Street Advisors, LLC and has maintained a self-employed marketing entity, The MADL Company, since 1982. Madl is also involved as an insurance agent offering various types of insurance products through The MADL Company. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of firm- and third-party models to develop client strategies, emphasizing strategic asset allocation, multi-manager portfolios, and ongoing due diligence across various risk profiles.
John W
Series 63, Series 65
Lenexa, KS
Bankers Life Advisory Services, Inc.
John Williams is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to his advisory role, he worked in education with Camdenton R3 Schools and currently serves as a Unit Field Trainer at Bankers Life & Casualty, Inc., where he recruits and trains insurance agents specializing in life, long-term care, and health insurance. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and integrates fundamental, technical, and cyclical analysis in its investment process.
Kyle R
Series 65
Lawrence, KS
AE Wealth Management, LLC
Kyle Rutschmann is a financial advisor at AE Wealth Management, LLC with a Series 65 designation and two years of industry experience. He has worked at AE Wealth Management since 2025 and concurrently at Miller Retirement Group since 2024. Outside of his advisory role, he is involved in insurance sales and servicing insurance policies through Miller Retirement Group. AE Wealth Management is an SEC-registered investment adviser that serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm provides a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.
James H
Series 63, Series 66
Overland Park, KS
Commonwealth Financial Network
James Heeney is a financial advisor at Commonwealth Financial Network with 27 years of industry experience. He holds Series 63 and Series 66 designations and has been with Commonwealth since 2014. He currently also works with Infinitas Coordinated Wealth Counsel. Heeney is involved in fixed insurance sales as an additional business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and manages approximately $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.
Dustin M
Series 63, Series 66
Lenexa, KS
AE Wealth Management, LLC
Dustin Meza is an investment advisor representative at AE Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Waddell & Reed Inc., Thrivent Investment Management Inc., and Nuance Investments, LLC. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and specialized plan services.
Zachary O
Series 66
Overland Park, KS
Principal Financial Services
Zachary Oldham is a financial advisor at Principal Financial Services with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Thrivent Investment Management and Mass Mutual Investors Services. Prior to his advisory career, he spent over a decade with Planet Sub. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.
Colin D
Series 66, Series 63, Series 65
Olathe, KS
Empower Advisory Group
Colin Dawson is a financial advisor at Empower Advisory Group with 16 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses and has been associated with Gwfs Equities, Inc. since 2014. 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 integrated model leverages proprietary and third-party methodologies focused on long-term portfolio returns and savings rates, serving a large participant base through affiliations with Empower’s recordkeeping and administrative platforms.
Broderick K
Series 65, Series 63
Lenexa, KS
Bankers Life Advisory Services, Inc.
Broderick Kyle is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to his current role, he worked at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., where he has held insurance agent positions. Outside of his advisory work, he owns a photography business and helps manage a family livestock farm. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.
Dustin B
Series 66
Basehor, KS
OSAIC Institutions, INC.
Dustin Barker is a financial advisor at OSAIC Institutions, Inc. with 20 years of industry experience. He holds a Series 66 designation and has worked at firms including Infinex Investments, Inc., First State Bank & Trust, Cetera, and Prairie Capital Management. In addition to his advisory work, Barker has a role at First State Bank & Trust involving business development, product development, investment research and analysis, trust account administration, and operational oversight. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions.
Jacob T
Series 65
Lenexa, KS
AE Wealth Management, LLC
Jacob Tangpricha is a financial advisor at AE Wealth Management, LLC with a Series 65 designation. He has been with AE Wealth Management since 2024 and has experience working with USA Wrestling since 2023. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, implementing investment decisions primarily through discretionary model portfolios and offering a broad range of services supported by a large advisor platform.
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Finding advisors...
437 advisors near
66018
within the area shown on the map
Out of 400,000+ nationwide