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6 advisors near
67124
within the area shown on the map
Out of 400,000+ nationwide
Clarence M
ChFC®, Series 63
Pratt, KS
Eagle Strategies (NY Life)
Clarence Meigs is a financial advisor with Eagle Strategies (NY Life) who holds the ChFC® designation and Series 63 license. He has 37 years of industry experience, including long-term roles with New York Life Insurance Company and Nylife Securities Inc. Since 2020, he has also operated Meigs and Associates, focusing on the sale of New York Life products and brokering non-registered insurance products. Additionally, he serves as a Notary Public in Kansas and has an investment interest in the oil and gas sector. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and works extensively with defined contribution and defined benefit plans, emphasizing tailored solutions and fiduciary responsibilities within an integrated New York Life affiliate structure.
Dakota H
CFP®, Series 66
Pratt, KS
Edward Jones
Dakota Holtgrieve is a CFP® certificant with 15 years of experience, serving at Edward Jones since 2011 in Pratt, Kansas. He is a partner in Pilot Knob Outfitters LLC, a hunting and outfitting business that hosts annual deer and turkey hunts on farm and recreational property. 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 solutions supported by a large network of financial advisors and branch offices nationwide.
Paige P
Series 66
Pratt, KS
Edward Jones
Paige Prater is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Simona K
Series 66
Pratt, KS
Edward Jones
Simona Korbe is a financial advisor at Edward Jones with eight years of industry experience, including two years at First National Bank in Pratt. She holds a Series 66 designation. Outside of her advisory role, she works as a certified personal trainer at Blythe Family Fitness in Pratt, helping clients achieve their health and fitness goals. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.
Peyton K
Series 66
Pratt, KS
Edward Jones
Peyton Koehler is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he worked at the Pratt County Sheriffs Office and held various roles including property management and retail. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.
Patricia L
CFP®, Series 66
Pratt, KS
Edward Jones
Patricia Loftus is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2006. She is based in Pratt, KS. Outside of her advisory role, she is a co-owner of a ranch in Sawyer, 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 supports a large network of advisors and branch offices and manages over $1 trillion in assets under management.
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Finding advisors...
6 advisors near
67124
within the area shown on the map
Out of 400,000+ nationwide