Wichita, KS E. 21st St. Office

Team
Updated today

Client AUM

$41,094,843,456

Clients

71,990

Advisors

5

Of 4,620 advisors across 967 offices

Location

7309 E. 21st St., Suite 120

Wichita KS 67206

Advisors at this office

5

Advisors at this office

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Grant A

Series 65, Series 63

Wichita, KS

Equitable Advisors

Grant Ash is a financial advisor at Equitable Advisors with Series 63 and Series 65 licenses. He has been in the industry since 2025. His prior experience includes roles at Goolsby's and various educational institutions, as well as operating a business named Ash's to Ashes. Equitable Advisors serves a diverse range of clients, including individuals, high-net-worth investors, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual-registered SEC investment adviser and broker-dealer platform.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Douglas S

Series 65, Series 63

Wichita, KS

Equitable Advisors

Douglas Shoopman is a financial advisor with Equitable Advisors based in Wichita, KS. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining Equitable Advisors in 2022, he worked in various roles including at Menards and Benedictine College. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers, delivering advisory and brokerage solutions with a focus on both discretionary and non-discretionary asset management.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Jacob S

Series 66

Wichita, KS

Equitable Advisors

Jacob Schwartz is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior roles include positions at Strategic Resources Inc., Magellan Health, Verizon, and an 11-year tenure with the Kansas Air National Guard. He is also involved with Schwartz Trading LLC, an independent trading business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning and broker-dealer services, leveraging third-party asset management programs and focusing on both discretionary and non-discretionary advisory solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Matthew O

Series 66

Wichita, KS

Equitable Advisors

Matthew O'Malley is a financial advisor at Equitable Advisors with a Series 66 designation. He has been with Equitable Advisors since 2025 and has prior experience at Textron Aviation, Buttermove LLC, and the University of Kansas. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
user avatar

Alison L

Series 66

Wichita, KS

Equitable Advisors

Alison La Forge is a financial advisor with Equitable Advisors in Wichita, KS, holding a Series 66 designation and one year of industry experience. Her work background includes roles in education and business prior to joining Equitable Advisors in 2024. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and asset management access through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, utilizing both advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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