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26 advisors near
64062
within the area shown on the map
Out of 400,000+ nationwide
Ryan B
Series 63, Series 65, Series 66
Kearney, MO
The Jamison Edward Group
Ryan Bargfrede is a financial advisor with The Jamison Edward Group, holding Series 63, 65, and 66 licenses and having 27 years of industry experience. His prior work includes roles at Thrivent Financial and Transamerica Financial Advisors. In addition to his advisory duties, he is involved with Brown Industrial Parts Services as an outside sales representative. The Jamison Edward Group serves individual investors, trusts, estates, and business entities with discretionary and non-discretionary asset management, financial planning, and educational programming. The firm uses a range of analytical methods and offers both traditional asset management and various planning programs, primarily catering to non–high-net-worth clients.
Julia N
Series 65, Series 66
Kearney, MO
The Jamison Edward Group
Julia Newton is a financial advisor at The Jamison Edward Group with Series 65 and Series 66 registrations and four years of industry experience. Prior to joining The Jamison Edward Group, she worked at Foundations Investment Advisors, Market Advisory Group, and held various roles in education and insurance. The Jamison Edward Group serves individual investors, trusts, estates, and business entities with discretionary and non-discretionary asset management, financial planning, and educational programming. The firm tailors investment advice to clients’ objectives, time horizons, and risk tolerances using a variety of analytical methods, and it offers both AUM-based management and periodic financial consulting programs.
Lee T
Series 66
Kearney, MO
The Jamison Edward Group
Lee Taylor is a financial advisor at The Jamison Edward Group with 22 years of industry experience. He holds a Series 66 designation and has worked at The Jamison Edward Group since 2019, following three years with St. Bernard Financial Services. In addition, he is the owner and insurance agent of Green Tree Heart, LLC d/b/a Integrated Financial Solutions of Kansas City. The Jamison Edward Group serves individual investors, trusts, estates, and business entities, primarily those who are not high-net-worth. The firm provides discretionary and non-discretionary asset management, financial planning, and educational programming tailored to clients’ objectives, time horizons, and risk tolerance.
Christine C
Series 63, Series 65
Excelsior Springs, MO
DMK Advisor Group, Inc.
Christine Cagle is a financial advisor at DMK Advisor Group, Inc. with five years of industry experience. She holds Series 63 and Series 65 licenses and has been with DMK Advisor Group since 2020. In addition to her advisory role, she is the sole owner of The Peak Financial Services, LLC, operating under DBA Cagle Insurance, where she provides Medicare, health insurance, life insurance, and annuity products in Missouri and Kansas. DMK Advisor Group provides portfolio management and investment supervisory services to individuals, small businesses, trusts, corporations, and retirement plans. The firm offers both discretionary and non-discretionary account management using mutual funds and ETFs, combining technical and fundamental analysis with regular monitoring and rebalancing.
Michael B
Series 63, Series 65
Kearney, MO
DMK Advisor Group, Inc.
Michael Blackmore is a financial advisor with DMK Advisor Group, Inc. in Kearney, MO, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior experience includes roles at Stephen A. Kohn & Associates, Ltd. and Parkland Securities. He serves on the board of directors for the East Clay Rotary Club and is involved in managing an 80-acre farm. DMK Advisor Group is a team-based firm managing approximately $130.8 million across more than 500 client relationships, offering portfolio management and investment supervisory services primarily using mutual funds and ETFs. The firm provides both discretionary and non-discretionary account management and operates as both a registered broker-dealer and investment adviser with a wrap-fee program structure.
Justin L
Series 65
Excelsior Springs, MO
Black Knight Wealth Management, LLC
Justin Lero is a financial advisor at Black Knight Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked in contract positions with Serco and Northrop Grumman, and held operational roles at Kansas City Structural Steel and Mid America Roofing. Black Knight Wealth Management serves individual and high-net-worth clients, offering portfolio management, financial planning, and coordination with clients’ other professional advisors. The firm employs a disciplined investment process that includes fundamental, quantitative, and technical analyses, managing accounts primarily on a discretionary basis using model and customized strategies.
Drew S
Series 63, Series 65
Kearney, MO
Empower Advisory Group
Drew Simons is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2022 and previously at American Century Investments Services Inc. from 2014 to 2022. 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 integrated services aligned with Empower’s recordkeeping platforms and emphasizes long-term portfolio returns, annual rebalancing, and savings rates in its financial planning approach.
Richard B
Series 65, Series 63
Richmond, MO
Edward Jones
Richard Bidding is a financial advisor with Edward Jones in Richmond, MO, holding Series 65 and Series 63 licenses and possessing 42 years of industry experience. He has worked with Edward Jones since 1985. Outside of advising, he owns a machinery leasing business, B & M National Services, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with 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 and operates a large nationwide network of advisors and branch offices.
Brett S
CFP®, Series 66
Richmond, MO
Edward Jones
Brett Smoot is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Richmond, MO. He has 10 years of industry experience, including two years at AXA Advisors, LLC prior to joining Edward Jones in 2018. 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 and offers a range of investment strategies and affiliated services, operating under a fiduciary standard.
Jeremy S
Series 66
Excelsior Springs, MO
Edward Jones
Jeremy Stone is a financial advisor with Edward Jones in Excelsior Springs, MO, holding the Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at Fastenal from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 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.
Corbin M
Series 63, Series 65
Richmond, MO
Edward Jones
Corbin Menke is a financial advisor at Edward Jones in Richmond, MO, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Edward Jones, he worked at American Century Investment Services and DoorDash, Inc. He has also held various roles in education and small business operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and has a nationwide network of financial advisors and branch offices.
Lance P
Series 63, Series 66
Kearney, MO
Fidelity
Lance Plumb is a financial advisor with Fidelity in Overland Park, KS, holding Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Investments since 2020, as well as prior positions at Nimbl and Brigham Young University - Idaho. Outside of his advisory work, he owns and operates a gutter cleaning company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage portfolios across a broad range of mutual funds, ETFs, and ETPs.
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.
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.
Beau W
ChFC®, Series 66
Kearney, MO
Edward Jones
Beau Walker is a financial advisor at Edward Jones in Kearney, MO, holding the ChFC® designation and Series 66 license with six years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Thrivent Financial, Thrivent Investment Management, SCI, Three Rivers Hospice, and Make12 Church. Outside of his advisory work, he manages rental properties. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.
Bradly T
ChFC®, Series 63
Excelsior Springs, MO
LPL Financial
Bradly Tharp is a financial advisor at LPL Financial with 34 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at several firms, including Avantax Investment Services, 1st Global Advisors, and Waddell & Reed. He is also involved with Family WealthCare Center, which he has operated since 2005. 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, model portfolio programs, and institutional platforms, supported by extensive technology and oversight of over $819 billion in discretionary assets.
Gregory B
Series 63, Series 66
Excelsior Springs, MO
LPL Financial
Gregory Broadbent is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and six years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Avantax Insurance Services, Avantax Advisory Services, and Avantax Investment Services in 2020. He is also involved with the Family WealthCare Center, where he has been active since 2017. 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 financial planning, portfolio management, and institutional platforms, utilizing various strategies and advisor-facing technologies, supported by a large network of advisors and significant discretionary assets under management.
Michael P
CFP®, Series 66
Lawson, MO
Edward Jones
Michael Persell is a CFP®-certified financial advisor with Edward Jones in Lawson, MO, where he has worked since 2009. He has 16 years of industry experience. Outside of advising, he owns and manages a farm and rental property in Richmond, MO. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.
Rodney S
CFP®, Series 63, Series 65, Series 66
Kearney, MO
Fidelity
Rodney Simpson is a Financial Consultant currently working at Fidelity. He collaborates with clients to develop financial plans aimed at helping them work toward their financial goals. Rodney has held several roles within the financial services industry, including Investment Consultant and Client Management Representative at Fidelity Investments, as well as Financial Advisor positions at First Command, Lincoln Financial, and Bancwest Investments. His professional experience spans from 2016 to the present, demonstrating a consistent focus on financial advising and client management. Rodney's interests outside of his professional career include fitness, football, military service, and reading.
Brian Y
CFP®, Series 63
Excelsior Springs, MO
Edward Jones
Brian Yarbrough is a CFP®-designated financial advisor with Edward Jones in Excelsior Springs, Missouri, where he has worked since 2001, totaling 25 years of industry experience. Outside of his advisory role, he serves as a board member for the Lawson R-XIV School District and is involved in farming and real estate activities in Lawson, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. 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.
Bryan S
Series 66
Kearney, MO
LPL Financial
Bryan Smith is a financial advisor with LPL Financial in Kearney, Missouri, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Edward Jones and U.S. Bancorp Investments before joining LPL Financial and founding Good Life Advisors, LLC, an independent investment advisory firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.
Reisha S
CFP®, Series 66
Excelsior Springs, MO
Ameriprise
Reisha Sickel is a CFP®-certified financial advisor with nine years of industry experience, currently with Ameriprise since 2018. She has held positions at Raymond James Financial Services and Wells Fargo Clearing Services. Outside of her advisory role, she owns Feisty Fregoe LLC and works as a dance instructor with Mixxed Fit. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning focused on reliable income sources and tax-aware withdrawal strategies for clients near or in retirement.
Clint C
Series 66
Excelsior Springs, MO
Edward Jones
Clint Cain is a financial advisor with Edward Jones in Excelsior Springs, MO. He holds a Series 66 designation and has two years of industry experience. His prior work history includes positions at Oracle Corporation, World Insurance, and Cerner Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and provides a range of investment strategies, tax-efficient services, and affiliated financial products through a nationwide network of advisors.
Bradly B
Series 63, Series 65
Excelsior Springs, MO
LPL Financial
Bradly Broadbent is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Avantax Investment Services, Avantax Advisory Services, and 1st Global Capital Corp. He also operates Broadbent, Houts & Co., PC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.
Tracey R
Series 66
Excelsior Springs, MO
Edward Jones
Tracey Richard is a Series 66-licensed financial advisor with Edward Jones, based in Excelsior Springs, MO, and has two years of industry experience. Prior to joining Edward Jones in 2023, Richard worked at the Western District of Missouri Federal Courthouse and the Clay County Courthouse, with a combined 12 years in those roles. 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 nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.
Mark G
Series 66
Kearney, MO
Edward Jones
Mark Guelich is a financial advisor at Edward Jones in Kearney, Missouri, with a Series 66 credential and three years of industry experience. Prior to joining Edward Jones, he served in the U.S. Army for twelve years and operated Silverback Decks LLC for seven years. He is a military retiree. 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 across the United States.
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Finding advisors...
26 advisors near
64062
within the area shown on the map
Out of 400,000+ nationwide