Top college savings (529s, UTMA, etc.) financial advisors in Dodge City, KS

Travis Heath is a financial advisor with Raymond James Financial in Dodge City, KS, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with Raymond James Financial since 2009 and Raymond James Financial Services since 2006. Heath is also a partner in Dodge City Financial LLC, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and a range of advisory programs.

Wes Owens is a financial advisor with LPL Financial, holding the Series 66 designation and bringing 28 years of industry experience. He previously worked at Edward Jones for 21 years and has been self-employed since 1986. Outside of his advisory career, he owns and operates a farm in Dodge City, Kansas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Amber Wallis is a financial advisor with Heritage Financial Solutions, LLC in Dodge City, KS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with firms including LPL Financial and Smoll & Banning CPAs, LLC. Outside of advisory services, she is a commissioned notary public. Heritage Financial Solutions provides investment management and financial planning to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, passive-oriented investment approach that emphasizes diversification and factor-aware allocation across no-load or load-waived mutual funds and ETFs.

Marietta Pianalto is a financial advisor at Edward Jones in Dodge City, KS, holding a Series 66 designation with two years of industry experience. She has been with Edward Jones since 2018 and previously worked for 18 years at High Plains Journal. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Clinton Goebel is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. He previously worked at Adams Brown, LLC, and Lewis, Hooper & Dick, LLC. Outside of his advisory role, Goebel is involved in managing a small family farm and serves on the Board of Directors for the Sacred Heart Cathedral Catholic School Endowment Board. Ameriprise provides retirement-income planning services for individuals approaching or in retirement, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions, supported by a centralized consulting team that delivers tailored, non-discretionary recommendations.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He 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, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.