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21 advisors near
67042
within the area shown on the map
Out of 400,000+ nationwide
Ryan W
Series 63, Series 65
El Dorado, KS
IHT Wealth Management LLC
Ryan Weyrauch is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has previously worked at Nationwide Investment Services Corporation and LPL Financial. Outside of his advisory role, he is involved with Briny Deep Diving, LLC, where he serves as a dive master providing scuba instruction. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and corporations. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios and offers a range of services such as discretionary asset management, financial planning, and ERISA fiduciary consulting.
Erica T
Series 66
El Dorad, KS
IHT Wealth Management LLC
Erica Tipton is a financial advisor at IHT Wealth Management LLC with a Series 66 designation. She has experience working at LPL Financial, W Investments, and INTRUST Bank, N.A., and she provides administrative support to IHT Wealth Management. Prior to her financial services roles, she worked in education and retail, including positions at Wichita State University and Red Robin Restaurant Company. IHT Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative and optimization tools, offering diversified model portfolios and an advisor-enhanced algorithmic investment option, supported by a network of approximately 153 investment adviser representatives.
David W
Series 63, Series 65
El Dorado, KS
IHT Wealth Management LLC
David Wernli is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at IHT Wealth Management since 2017 and previously at nVision Wealth Group and LPL Financial. Outside of advisory work, he is a partner in WOW Human Resource Management LLC, a business unrelated to investment advisory services. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, while offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.
Mike S
Series 63
El Dorado, KS
IHT Wealth Management LLC
Mike Spencer is a financial advisor with IHT Wealth Management LLC in El Dorado, Kansas. He holds a Series 63 designation and has 34 years of industry experience. His prior work includes roles at nVision Wealth Group, LLC and LPL Financial, LLC. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified model portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.
James S
Series 66
El Dorado, KS
IHT Wealth Management LLC
James Sexton is a financial advisor with LPL Financial in El Dorado, Kansas, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2010 and previously was with nVision Wealth Group, LLC. Sexton also operates IHT Wealth Management LLC, an independent registered investment advisory firm. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory delivery options supported by in-house research and combines large-scale advisory capabilities with non-advisory product offerings.
Chandler K
Series 66
El Dorado, KS
IHT Wealth Management LLC
Chandler Kirkhart is a financial advisor with IHT Wealth Management LLC, holding a Series 66 credential and four years of industry experience. He has worked at LPL Financial, LLC since 2021 and has prior experience at Seward County Community College. Kirkhart serves as a board member of the Butler Community College Foundation. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors. The firm provides discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers and custodial platforms, utilizing a combination of fundamental value screening, quantitative optimization, and tax-related strategies.
Andrew T
CFP®, Series 66
El Dorado, KS
IHT Wealth Management LLC
Andrew Tipton is a CFP® with five years of industry experience, currently serving at IHT Wealth Management LLC. He has held roles at LPL Financial, Wichita State University, and the University of Kansas - Robinson Center. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm uses a combination of proprietary model portfolios, third-party managers, and discretionary mandates, employing fundamental value screening, quantitative optimization, and periodic rebalancing in its investment approach.
Gage H
Series 63, Series 66
El Dorado, KS
Raymond James Financial
Gage Hiebert is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has one year of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley and has held various roles including positions in education and event staffing. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.
Shannon H
Series 63, Series 65
Augusta, KS
Primerica Advisors
Shannon Hettenbach is a financial advisor with Primerica Advisors in Augusta, KS, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 1999. In addition to advisory work, she is involved in the sale of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors and provides model-based investment strategies supported by third-party asset managers and custodians. The firm focuses on advisory services for individual clients rather than institutional or pension plans.
Brett M
Series 66
El Dorado, KS
Edward Jones
Brett Mohr is a financial advisor with Edward Jones in El Dorado, KS. He holds the Series 66 designation and has been with Edward Jones since 2025. Prior to joining Edward Jones, he worked at Russell Marine Products and was employed at Bluestem USD 205. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.
Jonathan T
Series 66
El Dorado, KS
OSAIC
Jonathan Twidwell is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and previously worked for Woodbury Financial Services Inc. for 10 years. Twidwell serves on the boards of Inclusion Connections, a nonprofit focused on opportunities for individuals with disabilities, and the Entrepreneurs' Organization of Kansas City. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services including financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and supports a variety of investment strategies, managing accounts on both discretionary and non-discretionary bases.
Thurston T
Series 63, Series 66
Augusta, KS
Edward Jones
Thurston Thies is a financial advisor with Edward Jones in Augusta, KS, holding Series 63 and Series 66 registrations and bringing 27 years of industry experience. He has been with Edward Jones and its predecessor firm since 1999. Outside of his advisory role, he serves as a board member of the Augusta Public Library and operates a personal training business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.
Stacy H
Series 66
Augusta, KS
Edward Jones
Stacy Hicks is a Series 66-registered financial advisor with Edward Jones in Augusta, Kansas, with 22 years of industry experience. She has been with Edward Jones since 2009. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Jeffrey C
Series 63, Series 66
El Dorado, KS
Edward Jones
Jeffrey Christensen is a financial advisor at Edward Jones in El Dorado, KS, holding Series 63 and Series 66 designations with 19 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.
David W
Series 63, Series 65
El Dorado, KS
Edward Jones
David Wilson is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, nVision Wealth Group, IHT Wealth Management, and FBL Financial Group. Outside of his advisory role, he owns the building that houses his Edward Jones branch in El Dorado, Kansas. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients nationwide. 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.
Christopher D
Series 66
Augusta, KS
Edward Jones
Christopher Drake is a financial advisor at Edward Jones in Augusta, KS, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Kendra & Co, Community Choice Financial, CURO Financial Technologies, and Koch Industries, Inc. He also serves as Head of Web Development in a limited advisory role at Kendra & Co, a start-up focused on marketing and CRM. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment options, and tax-efficient services through a nationwide network of advisors and branch offices.
David M
Series 66
Augusta, KS
Ameriprise
David Mc Fadden II is a financial advisor with Ameriprise in Augusta, KS, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Company, MML Investors Services LLC, First Command, and Bank of the West. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Sara S
Series 66
Augusta, KS
Edward Jones
Sara Schmidt is a financial advisor at Edward Jones with five years of industry experience. She has worked at Edward Jones since 2020 and previously spent 13 years at Spirit AeroSystems. Schmidt serves as Treasurer and Financial Advisor for the NextGen Alliance in Douglass, KS, overseeing financial records and reporting to the Board. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Leann N
Series 63, Series 66
El Dorado, KS
Edward Jones
Leann Nickel is a financial advisor with Edward Jones in El Dorado, KS, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She has been with Edward Jones since 2004. Outside of advising, she owns farm land in Kansas that is rented out and used for raising cattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and providing various tax-efficient and alternative investment services.
Tyler D
Series 66
El Dorado, KS
OSAIC
Tyler Davidson is a financial advisor at Osaic with 13 years of industry experience. He holds a Series 66 designation and previously worked for Woodbury Financial Services for 10 years. In addition to his advisory role, he is involved with Cornerstone Wealth Management and Cornerstone Companies as a licensed insurance agent, focusing on property casualty, life, health, disability, long-term care, and critical illness insurance. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a broad network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.
Lance L
CFP®, Series 63, Series 66
El Dorado, KS
Raymond James Financial
Lance Lechtenberg is a CFP® professional with 24 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. since 2020. He previously worked at Edward Jones for 18 years. Outside of his advisory role, he owns and operates an agricultural business raising and selling beef cattle. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a range of clients, including individuals, institutions, and charitable organizations. The firm offers non-discretionary planning tailored to client goals and supports portfolio management through a large network of advisors.
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Finding advisors...
21 advisors near
67042
within the area shown on the map
Out of 400,000+ nationwide