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13 advisors near
67005
within the area shown on the map
Out of 400,000+ nationwide
Jeffrey B
Series 63, Series 65
Arkansas City, KS
Ameritas Advisory Services, LLC
Jeffrey Bryant is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been associated with various Ameritas entities since 2007 and has operated Bryant Financial since 1987, focusing on insurance sales and service. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.
Daniel J
CFP®, Series 63, Series 66
Arkansas City, KS
Edward Jones
Daniel Jurkovich is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2006, accumulating 19 years of industry experience. He serves on the Board of Directors for South Central Kansas Medical Center in Arkansas City, KS. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of discretionary and non-discretionary investment strategies and maintaining a large nationwide network of advisors and branch offices.
Travis C
Series 63, Series 66
Arkansas City, KS
Raymond James Financial
Travis Combs is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been affiliated with Raymond James since 2010 and is a co-owner of Mid-Continent Financial in Arkansas City, Kansas, where he serves as Branch Manager and financial advisor. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and a broad advisor network.
Clinton C
CFP®, Series 63, Series 65
Arkansas City, KS
Raymond James Financial
Clinton Combs is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the CFP® designation and has 34 years of industry experience. Combs has been affiliated with Raymond James since 2009 and manages multiple business activities including ownership roles in real estate and agricultural enterprises. Outside of financial advisory, he is involved in managing agricultural operations through South Cowle Ranch LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports institutional consulting with analytical tools and risk profiling to help clients implement investment strategies.
Raymond S
Series 66
Winfield, KS
Edward Jones
Raymond Stewart is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2020. He has six years of industry experience and previously spent 23 years at Husky Liners. Stewart and his wife manage rental properties together outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs and affiliated investment products under a fiduciary standard.
Katherine S
Series 66
Arkansas City, KS
Raymond James Financial
Katherine Schwyhart is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Her work history includes roles at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., and Mid-Continent Financial LLC. She previously worked with Arkansas City Schools USD 470 Head Start and First Baptist Church. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored non-discretionary planning and analytical tools to support client goals and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.
Logan W
Series 66
Winfield, KS
Cetera
Logan Weakley is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. He also serves as a trust officer for Community National Bank and Trust, where he reviews investments, recommends changes, and communicates with trust customers. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, providing access to a multi-manager platform with discretionary and non-discretionary program options.
Nikolas F
Series 66
Winfield, KS
Edward Jones
Nikolas Ford is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He has a background in healthcare, including roles at Greenwood County Hospital and Integrity Healthcare Professionals, and is co-owner of StatCare, LLC, a medical staffing company. Edward Jones is a full-service wealth management firm serving a diverse client base of individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.
Kyle T
Series 63, Series 66
Arkansas City, KS
Edward Jones
Kyle Tipton is a financial advisor at Edward Jones with eight years of industry experience. He previously worked at Charles Schwab for seven years and has been involved in family-operated tree service businesses since 2000. 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, including discretionary and non-discretionary strategies, and maintains a large network of financial advisors and branch offices nationwide.
Kelsey W
Series 63, Series 65
Winfield, KS
LPL Financial
Kelsey Wonser is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has worked at Union State Bank and LPL Financial since 2013. Wonser also operates a family wealth management business in Winfield, Kansas. 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, model portfolios, and retirement plan consulting.
Michael H
Series 63, Series 65
Winfield, KS
LPL Financial
Michael Harvey is a financial advisor at LPL Financial with 34 years of industry experience. He has been with LPL Financial since 1999 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with Family Wealth Management, LLC, a non-variable insurance business. 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 advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.
John D
Series 63, Series 65
Winfield, KS
LPL Financial
John Donaldson is a financial advisor with LPL Financial in Winfield, KS, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining LPL Financial, he worked at Union State Bank and spent five years with Big N Small's BBQ. 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 advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options supported by research and model portfolios.
Rodger S
Series 63, Series 66
Winfield, KS
Edward Jones
Rodger Steffen is a financial advisor with Edward Jones in Winfield, Kansas, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. He has been with Edward Jones since 1985. Outside of his advisory role, Steffen serves as president of Winfield Economic Development Inc. and manages an oil and gas company, Majcore, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,700 advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
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Finding advisors...
13 advisors near
67005
within the area shown on the map
Out of 400,000+ nationwide