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23 advisors near
66092
within the area shown on the map
Out of 400,000+ nationwide
Ryan K
Series 66
Gardner, KS
Atomic Planning LLC
Ryan Kilkenny is a financial advisor at Atomic Planning LLC with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years. Kilkenny served in the United States Marine Corps for nine years prior to his advisory career. Atomic Planning is an independent, single-advisor firm that provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs diversified, risk-based portfolios using no-load mutual funds, ETFs, and individual equities, combining fundamental, technical, and cyclical analysis to guide trading and rebalancing decisions.
Parker O
CFP®, Series 65
Ottawa, KS
The Wealth Consulting Group
Parker Olmsted is a Series 65-registered advisor with The Wealth Consulting Group and has three years of industry experience. His prior roles include positions at V Wealth Advisors LLC, Impact Wealth Planners, and Kansas State Bank. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining multiple analytical approaches and offers integrated legal-service pathways alongside its advisory services.
Andrew H
Series 66
Gardner, KS
Principal Advised Services
Andrew Hubbard is a financial advisor at Principal Advised Services with two years of industry experience. He holds a Series 66 designation and has worked in various roles including banking, retirement consulting, and financial services since 2022. His background includes positions at Principal Bank and Principal Life Insurance Company, along with prior experience in logistics and real estate. Principal Advised Services primarily serves retirement plan participants and retail IRA clients by providing non-discretionary investment advice and a discretionary wrap-fee management program called SimpleInvest. The firm integrates third-party and proprietary models and is part of the Principal Financial Group, allowing access to affiliated products and services.
Luke H
Series 65, Series 63
Wellsville, KS
Eagle Strategies (NY Life)
Luke Henry is a financial advisor with Eagle Strategies (New York Life) holding Series 65 and Series 63 licenses and five years of industry experience. His career includes roles at Knights of Columbus Insurance and Knights of Columbus Asset Advisors LLC, with recent positions at Eagle Strategies and Henry Financial Solutions, LLC. Outside of his advisory work, he serves as a City Council member in Wellsville, Kansas. Eagle Strategies serves a diverse client base including individuals, institutional sponsors, and retirement plans, providing financial planning, investment management, and retirement advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Curtis L
Series 63, Series 66
Paola, KS
Edward Jones
Curtis Long Jr. is a financial advisor with Edward Jones in Paola, Kansas, holding Series 63 and Series 66 credentials and with 39 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1986. Outside of his advisory role, he serves as a trustee for the First Lutheran Church Endowment Fund and is a board member of the USD #368 Endowment Association. Edward Jones is a full-service wealth management firm serving a broad range of clients including individual and institutional investors. The firm manages over $1 trillion in assets through a large network of advisors and offers various advisory programs with discretionary and non-discretionary investment strategies.
Peter C
Series 66
Gardner, KS
Edward Jones
Peter Carr is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. In addition to his advisory role, he serves as an assistant basketball coach for the boys basketball program at Baldwin USD 348. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.
Ryan J
Series 63, Series 65
Paola, KS
Cambridge Investment Research Advisors
Ryan Johnson is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Cambridge Investment Research Advisors since 2013. Outside of his advisory role, Johnson serves as an independent insurance agent and is president of the Golden Shores Homeowner's Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple custody platforms.
Monty C
CFP®, Series 66
Paola, KS
Edward Jones
Monty Chayer is a CFP® certificant with seven years of experience in financial advising at Edward Jones, where he has worked since 2018. Prior to joining Edward Jones, he worked at Walmart Distribution Center and USD 368. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Lloyd C
Series 66
Paola, KS
Edward Jones
Lloyd Campbell is a financial advisor with Edward Jones in Paola, KS. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Baylor University and Life Time Fitness. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary managed solutions, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.
Michael D
Series 63, Series 65
Wellsville, KS
Primerica Advisors
Michael Douglas is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has worked with Primerica since 1992 and previously held roles at Midtown Equity Mortgage and Catalent Pharma Solutions. Outside of advisory work, he is involved in sales of home security and automation product referrals through a Primerica affiliate. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies managed by third parties and offers a range of tactical and strategic investment approaches.
Jacob B
Series 66
Ottawa, KS
Edward Jones
Jacob Boyd is a Series 66-credentialed financial advisor with Edward Jones in Ottawa, KS, where he has worked since 2018. He has six years of industry experience and previously worked at Benedictine College and Boyd Farms. Outside of his advisory role, he is a partner in J&K Capital LLC, a real estate investment venture. 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 approximately $1.01 trillion in assets through a broad network of financial advisors and branch offices and offers a range of advisory programs and affiliated investment products.
Kathleen H
Series 66
Spring Hill, KS
Edward Jones
Kathleen Heitman is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. She previously worked at Farmers Insurance for 13 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 advisors.
Jason B
Series 63, Series 65, Series 66
Paola, KS
Edward Jones
Jason Berning is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones in 2022, he worked at Platte County and Astroturf Corp. Outside of his advisory role, Berning is a 50 percent partner in BV Properties LLC, a farmland and development venture in Richmond, Missouri. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.
Jeffrey S
Series 63, Series 65
Wellsville, KS
Primerica Advisors
Jeffrey Schweda is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Primerica Financial Services and PFS Investments Inc. since the early 2000s and spent 13 years at Goodyear Tire. His other business activities include sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.
Aaron W
Series 66
Gardner, KS
Edward Jones
Aaron Wyant is a Series 66-licensed financial advisor with Edward Jones in Gardner, KS, and has 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he has been involved with Gardner Martial Arts since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and maintains a large nationwide presence with more than 23,000 financial advisors and over 15,000 branch offices.
Cayman L
Series 66
Paola, KS
Edward Jones
Cayman Long is a Series 66 licensed financial advisor with Edward Jones, based in Paola, KS, and has one year of industry experience. His career includes previous roles at Edward Jones, as well as entrepreneurial experience as a self-employed professional and work at Rock Bottom Brewery. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional clients. The firm offers a range of advisory services, 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.
Joseph R
Series 63, Series 66
Ottawa, KS
LPL Financial
Joseph Randall is a financial advisor at LPL Financial with 20 years of industry experience. His prior work includes roles at Merrill and Bank of America. Outside of his advisory work, he is involved as a personal care assistant and operates a travel agency business. LPL Financial serves individuals, retirement plans, banks, corporations, and nonprofits through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services with a range of discretionary and non-discretionary management options supported by proprietary research and third-party strategies.
Landon A
Series 66
Ottawa, KS
LPL Financial
Landon Ahring Randall is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2023, he worked at Globe Life Liberty National Division and has outside employment as a DoorDash driver. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolio management.
Jennifer H
Series 66
Baldwin City, KS
Edward Jones
Jennifer Hantsbarger is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2019. Her prior roles include positions at Modern Consulting and Redemption Plus. 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 through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Casey L
Series 66
Ottawa, KS
Edward Jones
Casey Lytle is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, Casey worked at Porter-Spears & Bundy and Mid America Bank. Outside of advising, Casey is involved with the City of Wellsville Planning Commission and has worked in a local coffee and sandwich shop. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of needs. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Emily M
CFP®, Series 66
Paola, KS
Edward Jones
Emily Menefee is a CFP® and holds a Series 66 license, with 12 years of industry experience. She has been with Edward Jones since 2013. Outside of her advisory role, she owns Menefee Farms, where she artificially inseminates pigs, and she occasionally keeps the scorebook for local high school basketball games. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing over $1 trillion in assets with a large network of financial advisors. The firm offers a range of investment strategies and affiliated services under a fiduciary standard.
Merle S
Series 66
Ottawa, KS
LPL Financial
Merle Sterling is a financial advisor at LPL Financial with a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2021, he worked at Landmark National Bank and Frontier Farm Credit, where he spent 20 years. 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 financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios.
Ryan H
Series 63, Series 66
Ottawa, KS
Edward Jones
Ryan Henningsen is a financial advisor with Edward Jones in Ottawa, KS, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has been with Edward Jones since 2011. Henningsen serves as a board member of the Franklin County Charitable Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.
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Finding advisors...
23 advisors near
66092
within the area shown on the map
Out of 400,000+ nationwide