Top annuities financial advisors in Great Bend, KS

Robert Anderson is a financial advisor with Private Advisor Group, LLC and has 44 years of industry experience. He has worked with New England Securities and LPL Financial prior to his current role that began in 2012. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, providing portfolio management, financial planning, retirement plan consulting, and access to various advisory and managed account programs. The firm employs a fiduciary-based advisory model and utilizes both proprietary and third-party investment strategies and technology platforms.

Dennis Sherman is a financial advisor with Independent Financial Partners, holding a Series 66 designation and 27 years of industry experience. He has been with Independent Financial Partners since 2012 and also has experience with IFP Securities, LLC and LPL Financial. Outside of his advisory work, Sherman serves on the board of the Barton Community College Foundation, supporting educational initiatives in Great Bend, Kansas. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services nationwide through a decentralized model that allows individual advisors to set investment strategies. The firm is notable for its retirement-plan advisory and pension consulting capabilities and works with a broad client base including individual, charitable, corporate, and high-net-worth clients.

Patrick Mc Ginn is a financial advisor at GBKS LLC with Series 65 and Series 66 credentials and three years of industry experience. He has worked at several firms, including Leading Edge Financial Planning, LLC and Troy Web Consulting, LLC. Outside of his advisory work, he provides business development services related to surgical on-call activities for Central Plains Surgical Associates, LLC. GBKS LLC is a small, independent registered investment adviser serving high-net-worth individuals. The firm offers discretionary portfolio management using a combination of charting, fundamental, quantitative, and technical analysis, with a focus on individual stocks, mutual funds, ETFs, private placements, venture capital, and options strategies.

Leslie Klug is a financial advisor at OSAIC with 12 years of industry experience. Klug holds Series 63 and Series 65 credentials and previously worked at Woodbury Financial Services and Questar Asset Management. Outside of advising, Klug serves as treasurer for the Kansas Oil and Gas Museum and Foundation and holds accounting and management roles in several private companies. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment options and uses proprietary tools and third-party solutions to construct and manage portfolios across discretionary and non-discretionary accounts.

James Vopat is a financial advisor with Edward Jones in Great Bend, Kansas, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he officiates high school and junior high school basketball and football games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated capabilities, managing over $1 trillion in assets through a nationwide network of more than 23,000 advisors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Marshall Butler is a Series 66-registered financial advisor at Paladin Investment Advisors with eight years of industry experience. He has held roles at several firms including Veritas Independent Partners, Pinnacle Wealth Management, and Edward Jones. Butler is a part owner of Pinnacle Consultants, where he is involved in the sale of insurance products. Paladin Investment Advisors provides customized investment advisory and financial planning services to individuals, business owners, nonprofit charities, foundations, and sponsors of ERISA-qualified retirement plans. The firm manages approximately $49.5 million in discretionary assets and employs a holistic wealth management approach using active, passive, or blended strategies.

Isaiah Edison is a financial advisor with Eagle Strategies (NY Life) based in Tulsa, OK, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has worked with Eagle Strategies since 2013 and operates Edison Financial Group, LLC, through which he manages insurance and advisory services. Edison is also involved as a shareholder in NYLARC Holding Company, which reinsures life insurance policies he writes, and he holds a personal investment in cryptocurrency. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customizing recommendations to meet client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.