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11 advisors near
66434
within the area shown on the map
Out of 400,000+ nationwide
Carl M
Series 63, Series 65
Hiawatha, KS
One Capital Management, LLC
Carl Mueller is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Nations Financial Group, Inc for 18 years before joining One Capital Management in 2021. Outside of his advisory role, he is involved in insurance sales through Target Insurance Services. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients with a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory, and retirement plan solutions, employing a macroeconomic and fundamental research-based investment process that integrates active management with ETFs and diversified fixed income.
Amber B
CFP®, Series 66
Sabetha, KS
Independent Financial Partners
Amber Bletscher is a CFP® with eight years of industry experience, currently serving as a financial advisor at Independent Financial Partners since 2019. Her prior roles include positions at National Securities and Painter and Johnson Financial. Outside of advising, she teaches educational classes in her community, serves as treasurer and board member of the USD 113 Foundation, and works as a substitute teacher for the USD 113 School District. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model allowing customized investment strategies and offers specialized retirement-plan consulting services.
Steven S
Series 63, Series 66
Sabetha, KS
Thrivent Investment Management
Steven Stoller is a financial advisor with Thrivent Investment Management in Sabetha, Kansas, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of his advisory role, he manages a rental property that includes his office space and additional commercial tenants. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and holistic planning across various financial topics. The firm offers planning separately from managed account services and does not provide portfolio management or institutional advisory mandates.
Jeffrey R
Series 63, Series 66
Sabetha, KS
Edward Jones
Jeffrey Russell is a financial advisor with Edward Jones in Sabetha, KS, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he owns a hay crop operation in Oneida, KS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets and supports a nationwide network of over 23,000 advisors and more than 15,000 branch offices.
Bradley E
CFP®, Series 66
Hiawatha, KS
Edward Jones
Bradley Edwards is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in commercial real estate in Hiawatha, Kansas. 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 and maintains a large network of financial advisors and branch offices across the United States.
Kyle O
Series 63, Series 65
Hiawatha, KS
Thrivent Investment Management
Kyle Olson is a financial advisor with Thrivent Investment Management and holds Series 63 and Series 65 licenses. He has eight years of industry experience, all with Thrivent, and previously worked with First Lutheran Church. Outside of his advisory role, Olson serves on the board of an ecumenical community center and is involved with local economic development organizations, including a pending appointment as president of the Hiawatha Foundation for Economic Development. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses. The firm offers planning engagements without discretionary trading authority and integrates planning with managed-account services under a consolidated billing option called “WealthPlan.”
Brett H
Series 63, Series 66
Hiawatha, KS
LPL Financial
Brett Holladay is a financial advisor with LPL Financial in Hiawatha, Kansas, holding Series 63 and Series 66 licenses and having 34 years of industry experience. He has been with LPL Financial since 2000. Outside of his advisory work, he is involved with Farmers Repair, a bulk metal sales business. 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 with a focus on customizable investment strategies and operates a broad platform that includes insurance and credit services.
Dana W
Series 63, Series 65
Hiawatha, KS
LPL Financial
Dana Winters is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 10 years of industry experience. Prior to joining LPL Financial in 2021, Winters worked at CPK Enterprises LLC, Verlan Penn, and Waddell & Reed Inc. Winters has involvement in a business entity, CPK Enterprises, for tax and investment purposes unrelated to advisory services. 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 variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management access, and institutional platforms.
Heidi N
Series 66
Hiawatha, KS
Edward Jones
Heidi Noll is a financial advisor with Edward Jones in Hiawatha, KS, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, she worked at Bern-Sabetha Veterinary Clinic and Little Hands Daycare and Development Center. 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 strategies, with approximately $1.01 trillion in assets under management and a large nationwide network of financial advisors and branch offices.
Andrew L
Series 66
Sabetha, KS
Edward Jones
Andrew Leonard is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at The Trust Company and has a varied background including roles outside finance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.
Kellen R
Series 66
Sabetha, KS
Edward Jones
Kellen Russell is a financial advisor at Edward Jones in Sabetha, KS, holding a Series 66 designation. He has experience working in insurance and manufacturing sectors, with prior roles at Lockton Affinity, LLC, SBS Insurance, and Wenger Manufacturing, Inc. Russell also has experience with the University of Kansas Memorial Corporation and the City of Sabetha. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.
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Finding advisors...
11 advisors near
66434
within the area shown on the map
Out of 400,000+ nationwide