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21 advisors near 67530
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Patrick M
Series 65, Series 66
Great Bend, KS
GBKS LLC
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 Ayco Company, LP. Outside of financial advising, he is involved in business development for Central Plains Surgical Associates, LLC, a surgical on-call services provider. GBKS LLC dba GBKS Investment Management is a state-registered investment adviser serving individuals and high-net-worth clients. The firm employs a multi-method investment approach that incorporates charting, fundamental, quantitative, and technical analysis, with a focus on individual stocks and a broad range of instruments including ETFs, fixed income, real estate funds, private placements, and venture capital.
Austin A
Series 65
Ellinwood, KS
Widener & Asher Asset Management LLC
Austin Asher is a financial advisor at Widener & Asher Asset Management LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Widener & Asher since 2009. Widener & Asher Asset Management LLC provides financial planning and discretionary portfolio management for individuals, trusts, charitable organizations, pension plans, and other entities. The firm employs diversified portfolios using ETFs, mutual funds, stocks, bonds, and options, applying Modern Portfolio Theory and various analysis methods supported by third-party research.
Michael W
CFP®
Ellinwood, KS
Widener & Asher Asset Management LLC
Michael Widener is a CFP® professional with 15 years of industry experience. He has been with Widener & Asher Asset Management LLC since 2009. The firm provides financial planning and discretionary portfolio management for individuals, trusts, charitable organizations, pension plans, and other entities. Widener & Asher emphasizes diversified portfolios using ETFs, mutual funds, stocks, bonds, and options, applying Modern Portfolio Theory and a combination of fundamental, quantitative, and qualitative analysis in their investment approach.
Richard D
Series 66
Great Bend, KS
Private Advisor Group, LLC
Richard Doll is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Cambridge Investment Research Advisors and LPL Financial. Outside of his advisory role, he is the owner and agent of Doll Insurance Group, LLC, an insurance agency based in Ellinwood, KS. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset managers through various platforms and strategies.
Robert S
Series 66
Great Bend,, KS
Private Advisor Group, LLC
Robert Schwarz is a financial advisor with LPL Financial in Great Bend, Kansas, holding a Series 66 designation and 11 years of industry experience. He has worked at Private Advisor Group, LLC, Cobler Capital Management, and OFG Financial Services, Inc. Schwarz also serves as a notary public for the State of Kansas. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.
Cody B
Series 66
Great Bend, KS
Independent Financial partners
Cody Behrends is a financial advisor with Independent Financial Partners, holding a Series 66 designation and three years of industry experience. Prior to joining Independent Financial Partners, he worked at Koch Company Services and Flint Hills Resources, both subsidiaries of Koch Industries. Outside of his advisory role, he owns Behrends Consulting LLC, which provides tax service, bookkeeping, tax preparation, and automation services to local accounting firms. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.
Robert A
Series 63
Great Bend, KS
Private Advisor Group, LLC
Robert Anderson is a financial advisor with Private Advisor Group, LLC, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Private Advisor Group and LPL Financial since 2012. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs.
Dennis S
Series 66
Great Bend, KS
Independent Financial partners
Dennis Sherman is a financial advisor at Independent Financial Partners with 27 years of industry experience. He holds a Series 66 designation and has worked at IFP Securities, LLC, Independent Financial Partners, LPL Financial, and the University of Kansas Health Systems. Sherman serves as a board member and officer of the Barton Community College Foundation and is also a board member of The People of The Book, Inc., a nonprofit organization. Independent Financial Partners is a nationwide advisory firm with over 260 advisors, providing investment advisory, financial planning, trust, and retirement-plan services. The firm supports a decentralized advisory model with a strong focus on retirement-plan advisory and pension consulting.
Matthew H
Series 66
Great Bend, KS
Independent Financial partners
Matthew Hiss is a Series 66 licensed financial advisor with Independent Financial Partners, bringing 17 years of industry experience. He has been with Independent Financial Partners since 2012 and previously worked at LPL Financial from 2012 to 2019. Outside of his advisory role, Hiss serves as Treasurer and board member of the First Christian Church in Great Bend, KS, and is also a board member of the Great Bend Foundation, a nonprofit supporting local community activities. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model, allowing individual advisors to set investment strategies while offering centralized asset management options and specialized retirement-plan consulting services.
Lisa L
Series 66
Great Bend, KS
OSAIC
Lisa Lane is a financial advisor with Osaic Wealth Inc., holding a Series 66 designation and six years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for nine years before joining Osaic in 2024. Lane is also the owner of Efficiently Simple LLC, a sole proprietorship providing administrative services such as record keeping, tech support, and mobile notary services. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments, asset-allocation software, and portfolio optimization tools, supporting both discretionary and non-discretionary account management across multiple investment types.
Caleb F
Series 66
Great Bend, KS
Cambridge Investment Research Advisors
Caleb Frye is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and four years of industry experience. He has worked with Cambridge Investment Research Advisors since 2022 and has prior experience at Simons Tax, Accounting, and Financial Services, as well as Sunflower Bank and Walmart. Outside of his advisory role, Frye is involved in local community organizations including the Barton County Young Professionals and serves as an ambassador and volunteer for the Great Bend Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement advisory services utilizing multiple account platforms and a range of investment strategies.
Tiffany M
Series 63, Series 65
Great Bend, KS
OSAIC
Tiffany Mayo is a financial advisor with OSAIC in Great Bend, Kansas, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors, and has operated Thill & Associates since 2000. Mayo is also involved in managing investment advisory and insurance products through her roles at Thill & Associates and owns a marketing DBA, Mayo Money Management. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a wide range of clients including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a combination of risk-tolerance assessments, asset allocation software, and portfolio optimization tools to deliver advisory and brokerage services through a large network of financial advisers.
Kristian S
Series 63, Series 66
Great Bend, KS
Edward Jones
Kristian Sundahl is a financial advisor with Edward Jones in Great Bend, Kansas, holding Series 63 and Series 66 licenses. He has 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory work, Sundahl officiates college basketball games across several states in the Midwest. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment advisory programs, including both discretionary and non-discretionary strategies, supported by a large national network of advisors and branch offices.
Todd A
Series 63, Series 66
Great Bend, KS
Edward Jones
Todd Armatys is a financial advisor with Edward Jones in Great Bend, Kansas, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.
Richard T
Series 66
Great Bend, KS
LPL Financial
Richard Thompson is a financial advisor with LPL Financial who holds a Series 66 designation and has nine years of industry experience. His prior roles include working at Thompson & Associates and Waddell & Reed Inc. He has also operated a business entity for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of investment solutions supported by an in-house Research team.
Carl T
Series 63, Series 65
Great Bend, KS
OSAIC
Carl Thill is a financial advisor with OSAIC based in Great Bend, Kansas, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Outside of his advisory work, he is an owner of Thill and Associates, Inc., an insurance sales business, and has been involved as a partner and investor in a non-investment-related company, D&S Casing. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms, managing approximately $200 billion in assets through a network of over 6,000 advisors.
Dedra G
Series 66
Great Bend, KS
LPL Financial
Dedra Goodenough is a financial advisor with LPL Financial in Great Bend, KS, holding a Series 66 designation and 10 years of industry experience. Her prior experience includes roles at Delin LLC and Waddell & Reed, Inc. Outside of her advisory work, she has been involved with Gunslinger Mercantile, a non-investment-related business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.
Leslie K
Series 63, Series 65
Great Bend, KS
OSAIC
Leslie Klug is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services and Questar Asset Management. Outside of her advisory role, she serves as treasurer for the Kansas Oil and Gas Museum and Foundation and holds controller and treasurer positions at several private companies. OSAIC Wealth, Inc. is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process incorporating risk tolerance assessments, asset allocation software, and portfolio optimization, offering a wide range of investment solutions and access to multiple custodial platforms.
Cameron S
Series 66
Great Bend, KS
Edward Jones
Cameron Smith is a financial advisor at Edward Jones in Great Bend, KS, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones in 2024, he worked in real estate at Keller Real Estate and spent ten years with Blue Compass RV. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.
James V
Series 63, Series 66
Great Bend, KS
Edward Jones
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.
Theodore A
Series 63, Series 65
Great Bend, KS
Edward Jones
Theodore Armatys is a financial advisor with Edward Jones in Great Bend, Kansas, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Edward Jones since 1983. He serves as a board member and investment policy committee member for the Golden Belt Community Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
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21 advisors near 67530
Out of 400,000+ nationwide