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3 advisors near
67456
within the area shown on the map
Out of 400,000+ nationwide
Jamie L
CFP®
Assaria, KS
Village Wealth Advisors
Jamie Lovin is a CFP® professional with one year of industry experience, currently serving as an advisor at Village Wealth Advisors. Prior to this role, Lovin worked at Integrated Planning & Wealth Management, LLC, Advantage Trust Company, Bank VI, and Central National Bank. Village Wealth Advisors provides financial planning and portfolio management to individual and high-net-worth clients, managing approximately $258 million in discretionary assets across about 240 client relationships. The firm employs an investment approach based on Modern Portfolio Theory and fundamental analysis, offering diversified allocations and educational workshops as part of its client services.
Barry M
Series 66
Lindsborg, KS
Ameriprise
Barry Mc Millan is a financial advisor with Ameriprise, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. In addition to his advisory role, he consults with other Ameriprise advisors on client presentations for a fee. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.
Hannah H
Series 66
Gypsum, KS
Ameriprise
Hannah Hahn is a financial advisor with Ameriprise Financial Services LLC, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Ameriprise since 2015. Outside of her advisory role, Hahn serves on the boards of the Central Kansas Community Foundation and Harvey County United Way, and she has part ownership in an agricultural operation with cattle and farming activities. Ameriprise offers retirement-income planning services focused on clients nearing or in retirement, typically with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.
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Finding advisors...
3 advisors near
67456
within the area shown on the map
Out of 400,000+ nationwide