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85 advisors near 67401
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Philip F
CFP®, Series 66
Salina, KS
Foundation Wealth Planning
Philip Francois is a CFP® with 10 years of industry experience, currently serving at Foundation Wealth Planning in Salina, KS. He has worked at firms including Edward Jones, Next Move Inc., and Nectarine Financial, Inc. In addition to his advisory role, he teaches securities exam review courses through Kaplan North America, LLC. Foundation Wealth Planning provides discretionary asset management and financial planning services to individuals and high-net-worth clients. The firm manages portfolios tailored to clients’ goals and risk tolerance using fundamental analysis and Modern Portfolio Theory, with a client-focused approach that includes values-based investing options such as Biblically Responsible Investing.
Ronald S
Series 63, Series 65
Salina, KS
Chief Advisors Corp
Ronald Smith is a financial advisor at Chief Advisors Corp with 46 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America Advisors, Inc. and OSAIC. Outside of advising, he is involved in fixed insurance sales through Smith Insurance Services. Chief Advisors Corp is a fee-based registered investment adviser serving individuals, trusts, retirement accounts, estates, corporations, and nonprofit organizations. The firm operates with a small team across multiple offices, managing portfolios with discretionary authority using fundamental, technical, and behavioral analysis.
Bradley V
Series 66
Salina, KS
Pathway Financial Solutions, Inc.
Bradley Veenendaal is a financial advisor at Pathway Financial Solutions, Inc. with four years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs and OFG Financial Services, Inc. Veenendaal is also involved with an affiliated insurance agency that provides insurance and Medicare-related services. Pathway Financial Solutions, Inc. offers investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm uses a combination of qualitative analysis and Modern Portfolio Theory to construct diversified, long-term portfolios tailored to client risk tolerance and time horizon.
Miller B
Series 65
Salina, KS
United Capital Management of Kansas, Inc.
Miller Barnett is a financial advisor at United Capital Management of Kansas, Inc. He holds a Series 65 designation and has been with the firm since 2025. Prior to entering the financial industry, Miller gained experience in various roles including positions in education and retail. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, ERISA retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to build diversified portfolios tailored to client objectives and risk tolerances.
Christopher T
Series 66
Salina, KS
United Capital Management of Kansas, Inc.
Christopher Tripe is a financial advisor with United Capital Management of Kansas, Inc., holding a Series 66 designation and 14 years of industry experience. Prior to joining United Capital Management in 2016, he worked at Waddell & Reed, Inc. from 2011 to 2016. Outside of his advisory role, he serves as Vice President of the Alma Chamber of Commerce and is involved with the Alma Development Corp, promoting local business growth. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances, offering discretionary and non-discretionary asset management alongside fiduciary retirement plan consulting and estate-planning support.
Jonathan W
Series 63, Series 66
Salina, KS
Pathway Financial Solutions, Inc.
Jonathan Webb is a financial advisor with Pathway Financial Solutions, Inc. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. Prior to joining Pathway Financial Solutions and Purshe Kaplan Sterling Investments in 2026, he worked at OFG Financial Services, Inc. for 34 years. Webb serves as treasurer for the Sacred Heart High School Foundation and participates on the finance committee at St. Mary’s Parish. Pathway Financial Solutions, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a long-term, buy-and-hold investment approach using diversified portfolios tailored to client risk tolerance and time horizon.
Trevor W
Series 63, Series 65
Salina, KS
Pathway Financial Solutions, Inc.
Trevor Webb is a financial advisor at Pathway Financial Solutions, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work experience includes roles at OFG Financial Services, Inc. and several other companies across different sectors. Pathway Financial Solutions, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a disciplined investment process based on Modern Portfolio Theory to construct diversified, long-term portfolios tailored to client risk tolerance and time horizon.
Jerad B
CFP®, Series 66
Salina, KS
United Capital Management of Kansas, Inc.
Jerad Busch is a CFP® with 17 years of industry experience, currently serving at United Capital Management of Kansas, Inc. He has worked with related United Capital entities since 2013. Outside of his advisory role, he is chairman of the Dodge City Community College Foundation. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, ERISA retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances.
Dawson W
Series 65
Salina, KS
United Capital Management of Kansas, Inc.
Dawson Wood is a financial advisor at United Capital Management of Kansas, Inc. He holds a Series 65 designation and joined the firm in 2025. His prior work experience includes roles outside the financial industry, such as positions at Express Employment and Snow Creek. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances.
Nathan W
Series 65
Salina, KS
United Capital Management of Kansas, Inc.
Nathan Weigel is a financial advisor at United Capital Management of Kansas, Inc. in Salina, KS, holding a Series 65 license with four years of industry experience. Prior to his current role, he worked in marketing and insurance-related positions and currently officiates basketball in his local community. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, ERISA retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances.
Eddie B
Series 63, Series 65
Salina, KS
Pathway Financial Solutions, Inc.
Eddie Balluch II is a financial advisor at Pathway Financial Solutions, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at OFG Financial Services, Inc. for ten years. Outside of his advisory role, he serves as the financial secretary for St. Mark Lutheran Church, where he manages bill processing without compensation. Pathway Financial Solutions, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm uses a Modern Portfolio Theory-based approach to construct diversified, long-term portfolios tailored to clients’ risk tolerance and time horizon.
Ronald W
Series 65
Salina, KS
United Capital Management of Kansas, Inc.
Ronald Ward is a financial advisor with United Capital Management of Kansas, Inc., holding a Series 65 credential and four years of industry experience. He has held roles at several firms, including K&L Group Service Center, LLC, Value Agency Services, LLC, and Agency West Insurance, LLC. Outside of financial advising, Ward is the majority owner and president of Paradigm Engineers and Constructors, an architecture and engineering firm. United Capital Management of Kansas is a multi-advisor SEC-registered firm serving individuals, trusts, estates, ERISA retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances, offering discretionary and non-discretionary asset management alongside fiduciary retirement plan consulting and estate-planning support.
Landen A
Series 65
Salina, KS
United Capital Management of Kansas, Inc.
Landen Allen is a financial advisor at United Capital Management of Kansas, Inc. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining United Capital Management, he worked in construction and lawn service businesses. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, ERISA retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances.
Chad K
Series 63, Series 65
Salina, KS
United Capital Management of Kansas, Inc.
Chad Koehn is a financial advisor with United Capital Management of Kansas, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with United Capital Management of Kansas since 2004 and previously worked with Sterne Agee Financial Services. Outside of advising, Koehn is involved in managing an event venue and operates a farm business in Salina, Kansas. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, ERISA retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances, and it offers discretionary asset management, fiduciary retirement plan consulting, estate-planning support, and private fund management.
Jared S
Series 63, Series 65
Salina, KS
United Capital Management of Kansas, Inc.
Jared Schamberger is a financial advisor at United Capital Management of Kansas, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His work history includes roles at United Capital Insurance, LLC, United Capital Farm Management, LLC, and StoneX Securities Inc. Outside of his advisory work, he assists with farm labor on his family’s farm. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, ERISA retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances, while also offering fiduciary retirement plan consulting, estate-planning support, and management of a private fund.
Jordan W
Series 63, Series 66
Salina, KS
Pathway Financial Solutions, Inc.
Jordan Webb is a financial advisor with Pathway Financial Solutions, Inc., holding Series 63 and Series 66 licenses and having 12 years of industry experience. He previously worked at OFG Financial Services, Inc. for 13 years before joining Pathway Financial Solutions and Purshe Kaplan Sterling Investments in 2026. Webb serves on the Finance and Investment Committees of the Catholic Diocese of Salina and advises the board of Salina Family Healthcare, all on a volunteer basis. Pathway Financial Solutions, Inc. provides investment management, financial planning, and consulting services to individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, tailoring portfolios to client risk tolerance and time horizon.
Mark H
Series 63, Series 65, Series 66
Salina, KS
United Capital Management of Kansas, Inc.
Mark Halpin is a financial advisor with United Capital Management of Kansas, Inc., holding Series 63, 65, and 66 licenses and bringing 29 years of industry experience. He has worked at several firms, including Royal Alliance Associates and Signator Investors, and has been president of MJH Insurance & Financial Services, an independent insurance agency, since 1999. At United Capital Management of Kansas, he serves as a financial advisor and trust relationship manager. United Capital Management of Kansas is a multi-advisor SEC-registered firm serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to portfolio construction and offers a range of services including discretionary asset management, fiduciary retirement plan consulting, estate-planning support, and private fund management.
Shannon B
Series 63, Series 66
Salina, KS
United Capital Management of Kansas, Inc.
Shannon Benish is a financial advisor at United Capital Management of Kansas, Inc. with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including StoneX Securities Inc and Cetera Advisor Networks. Outside of her advisory work, she is the owner and author of Rebel Redd Books and serves as secretary for Boy Scout Troop #162. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances.
Cole G
Series 65
Salina, KS
United Capital Management of Kansas, Inc.
Cole Graham is a financial advisor at United Capital Management of Kansas, Inc. He holds a Series 65 designation and has two years of industry experience. Prior to joining United Capital Management of Kansas in 2023, he worked at the Greater Salina Community Foundation and KW Integrity, and spent 14 years at The Mortgage Company. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, ERISA retirement plans, and pooled investment vehicles. The firm uses an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances, and offers services including discretionary asset management, fiduciary retirement plan consulting, and estate-planning support.
Robert H
Series 63, Series 65
Salina, KS
Chief Advisors Corp
Robert Hamman is a financial advisor with TC Advisors Ltd. in Salina, Kansas, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. His career includes roles at American Global Wealth Management, CF Advisors LLC, and First Asset Financial Inc. He also operates a consulting business offering compliance and insurance services. TC Advisors Ltd. provides fee-based portfolio management and advisory services to individuals, trusts, retirement accounts, corporations, estates, and nonprofit organizations, managing approximately $85.9 million in assets. The firm primarily delivers discretionary asset management using a combination of fundamental, technical, and behavioral analysis across various securities.
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85 advisors near 67401
Out of 400,000+ nationwide