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Thomas S
Series 63, Series 65
Wichita, KS
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Thomas Stark is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Securities America Advisors, IFS Advisors DBA Insight Financial Services, and National Planning Corporation. He also serves as trustee for the Riley H Denton Revocable Trust. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and estates. The firm delivers advisory services through independent representatives and utilizes multiple custodians and third-party managers, with the majority of assets managed on a non-discretionary basis.
John D
Series 66
Wichita, KS
Edward Jones
John Doan is a Series 66–licensed financial advisor at Edward Jones with one year of industry experience. His prior work includes roles at Cargill and Amplify Process Safety, as well as positions in education and agriculture sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of investment strategies and advisory services delivered through a large network of financial advisors and branch offices.
Michael A
Series 66
Wichita, KS
Raymond James Financial
Michael Axline is a financial advisor with Raymond James Financial Services Advisors, Inc. holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at FBL Financial Group and Edward Jones. He owns two support companies unrelated to investment advisory services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs throughout its extensive advisor network.
Milissa H
Series 63, Series 65
Wichita, KS
LPL Financial
Milissa Hengel is a financial advisor with LPL Financial in Wichita, KS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Cambridge Investment Research Advisors, Inc., Cuso Financial Services, LP, and Bancwest Investment Services, Inc. She is also involved with CUA Retirement and Investment, a business related to her LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
Brian G
Series 66
Wichita, KS
LPL Financial
Brian Graber is a financial advisor with LPL Financial in Wichita, KS, holding a Series 66 designation and over 26 years of industry experience. He has been with LPL Financial and its predecessor since 1999. In addition to his advisory role, he is involved in the sale of fixed insurance products including property and casualty, life, and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of financial planning and advisory services supported by various investment strategies and technology tools, alongside complementary non-advisory financial services.
Jarrod J
Series 66
Wichita, KS
OSAIC
Jarrod Janzing is a financial advisor at OSAIC with 12 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Janzing is involved in several private wealth management activities through his own and affiliated LLCs, and he serves as a director of WestUrban Baseball, a nonprofit youth baseball league. OSAIC serves a diverse range of clients including individual, high-net-worth, institutional, and nonprofit investors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.
Julie S
Series 63, Series 65
Wichita, KS
Primerica Advisors
Julie Sharp is a financial advisor with Primerica Advisors in Wichita, KS, holding Series 63 and Series 65 licenses with five years of industry experience. She has been associated with Primerica Advisors and Primerica Financial Services since 2021 and previously worked at Loe Financial Group. Outside of her advisory work, she owns and operates Play In the Rain, LLC, a massage therapy business. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm employs model-based investment strategies delivered by a large network of advisors and offers a range of portfolio management options supported by third-party custody and trade execution services.
Nicholas E
Series 65, Series 63
Wichita, KS
LPL Financial
Nicholas Engle is a financial advisor with LPL Financial in Wichita, KS, holding Series 65 and Series 63 licenses and 12 years of industry experience. His prior work includes roles at NYLife Securities, Woodbury Financial Services, and Keene Insight Financial Strategies. Outside of finance, he has been involved in local government as a member of the Derby City Council. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms with a range of advisory strategies supported by research and technology tools.
Grant A
Series 65, Series 63
Wichita, KS
Equitable Advisors
Grant Ash is a financial advisor at Equitable Advisors in Wichita, KS, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Goolsby's and teaching positions at Kansas State University and Neosho County Community College. From 2018 to 2021, he operated a business called Ash's to Ashes. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a variety of asset management programs through a network of Investment Adviser Representatives and third-party managers.
Ryan K
Series 66
Wichita, KS
J.P. Morgan Securities
Ryan Keiter is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and previously worked at Raymond James/Central National Bank for three years. His background includes roles in banking and various other sectors. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.
Cooper H
Series 63, Series 65
Wichita, KS
Mass Mutual Investors Services
Cooper Hanning is a financial advisor with Mass Mutual Investors Services in Wichita, KS, holding Series 63 and Series 65 credentials and over 11 years of industry experience. He has been with Mass Mutual Investors Services since 2014 and also maintains a role with MassMutual Life Insurance Company beginning in 2013. Outside of his advisory work, Hanning is involved with Proud Flag Productions, an entertainment and event-hosting business, and serves as a board member for Simply Hygiene, a nonprofit organization. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers structured, collaborative financial planning engagements and various programmatic investment solutions.
Logan W
Series 65, Series 63
Wichita, KS
LPL Financial
Logan Wiebe is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 65 and Series 63 designations and has prior work history at Intrust Bank and Chisholm Trail State Bank. He is also a notary public in Valley Center, Kansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.
Christopher H
Series 66
Wichita, KS
Raymond James Financial
Christopher Helmick is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Merrill Lynch, Wichita Federal Credit Union, and Wells Fargo Clearing. He is also an independent contractor with Converse Team Financial Services, providing financial planning and company retirement plan services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers tailored non-discretionary planning and investment consulting, supported by analytical tools and risk profiling, and maintains specialized offerings such as a SIMPLE IRA Employer Advisory & Consulting Services program.
Daniel N
CFP®, Series 66
Derby, KS
Edward Jones
Daniel Nottingham is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. Prior to joining Edward Jones, he was associated with Burns and McDonnell. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services.
Ryan D
Series 66
Wichita, KS
OSAIC
Ryan Dunbar is a financial advisor with Osaic Wealth, Inc. based in Wichita, KS, holding a Series 66 designation and 16 years of industry experience. Prior to joining Osaic in 2025, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company for over 15 years. Outside of his advisory role, Dunbar is involved in several business activities including partnerships and directorships in insurance and advisory firms, as well as serving as a marketing manager for Medicare Campus. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and nonprofits, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management, utilizing multiple advisory platforms and third-party services.
Scott K
Series 63, Series 66
Derby, KS
Edward Jones
Scott Kitterman is a financial advisor with Edward Jones in Derby, KS, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and emphasizes both retail and institutional client services.
Jeffrey S
Series 66
Derby, KS
LPL Financial
Jeffrey Smith is a financial advisor with LPL Financial in Derby, Kansas, holding a Series 66 designation and 26 years of industry experience. He has worked with LPL Financial since 2012 and with Linsco/Private Ledger since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supporting a large network of over 22,800 advisors and managing more than $819 billion in discretionary assets.
Grant G
Series 65, Series 63
Wichita, KS
Raymond James Financial
Grant Goering is a financial advisor at Raymond James Financial with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at RCB Bank for ten years. In addition to his advisory role, he provides investment research and portfolio allocation support for Beyond Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored planning and analytical tools to support client goals and maintains a range of specialized advisory programs and partnerships.
Alan C
Series 66
Wichita, KS
LPL Financial
Alan Corliss is a financial advisor with LPL Financial based in Wichita, KS, holding a Series 66 designation and bringing 22 years of industry experience. He has worked at LPL Financial since 2011 and previously spent three years at A. G. Edwards & Sons, Inc. Corliss also serves as a financial advisor at Intrust Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advisor tools including machine learning, while maintaining oversight of more than $819 billion in discretionary assets.
Robert M
Series 63, Series 65
Wichita, KS
Merrill
Robert Moore is a financial advisor at Merrill with 42 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Merrill since 1983, concurrently affiliated with Bank of America since 2009. Merrill serves a broad range of clients including individuals, retirement plans, corporations, charities, and institutional investors through managed account programs, selection of third-party managers, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes manager selection and tax-efficient strategies, supported by integration with Bank of America’s broader banking and capital-markets platform.
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Finding advisors...
477 advisors near
67235
within the area shown on the map
Out of 400,000+ nationwide