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3 advisors near
66943
within the area shown on the map
Out of 400,000+ nationwide
Bruce S
Series 63, Series 65
Greenleaf, KS
Sanctuary Advisors, LLC
Bruce Simmons is a financial advisor at Sanctuary Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Sanctuary Advisors and its affiliated firms since 2014. Outside of his advisory work, he is involved in community roles including serving as a board member of the USD 108 Endowment and as a clerk and trustee for Logan Township. He also serves on the board of a family-owned dairy farm and is an investor in a medical technology company. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent advisers. The firm offers a variety of portfolio management options, employs multiple analytical approaches, and maintains fiduciary standards under written advisory agreements.
Ashley B
Series 66
Palmer, KS
Edward Jones
Ashley Beswick is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2014, with a brief interval at Color Street in 2018. Outside of her advisory role, Beswick serves as a USTA Level 1 judge for tennis competitions and teaches baton classes at Stark Studio in Clay Center, Kansas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary strategies under a fiduciary standard.
Lydia C
Series 66
Washington, KS
Thrivent Investment Management
Lydia Cox is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial and its affiliated investment management firm since 2015. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm provides holistic, goal-based planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.
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Finding advisors...
3 advisors near
66943
within the area shown on the map
Out of 400,000+ nationwide