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Advisors near 66603
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Korwin W
Series 63, Series 65
Topeka, KS
KDWALLSTREET Investment Advisor LLC
Korwin Wall is the principal of KDWALLSTREET Investment Advisor LLC in Topeka, KS, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has led his firm since 1999. Outside of investment advisory, he owns and manages KDWallStreet FINANCIAL Services LLC, which provides tax preparation, bookkeeping, and business consulting services. KDWALLSTREET Investment Advisor LLC serves primarily individual clients, including high-net-worth households, offering investment supervisory services and financial planning for approximately 91 client relationships with $26.5 million in assets under management. The firm combines strategic asset allocation with a cash-needs bucket approach and employs various investment instruments and option strategies, alongside affiliated financial businesses in accounting, mortgage financing, and insurance.
Nicholas S
Series 65, Series 66
Topeka, KS
Avant Wealth Management, LLC
Nicholas Schilling is a financial advisor with Avant Wealth Management, LLC in Topeka, KS, holding Series 65 and Series 66 licenses and bringing nine years of industry experience. He has worked at FMT Solutions, LLC, AE Wealth Management, LLC, and Advisors Excel. In addition to advisory work, he is licensed as a life and health insurance agent and is involved in business management consulting. Avant Wealth Management is an independent, single-advisor firm providing discretionary and non-discretionary portfolio management, financial planning, and consulting to individuals, trusts, estates, and businesses. The firm manages a small client base using both fundamental and technical analysis and delivers managed accounts through the Altruist platform.
Kristopher M
Series 63
Topeka, KS
T & M Financial Inc.
Kristopher Miller is a financial advisor with T & M Financial Inc. in Topeka, KS, holding a Series 63 designation and 28 years of industry experience. He has worked at T & M Financial since 1997 and has also been associated with Tandem Advisors, Inc. and Tandem Securities, Inc. since 2006 and 2007, respectively. Outside of his advisory role, he is involved in property rental management. T & M Financial provides financial planning, consulting, and asset allocation recommendations to individuals, families, high-net-worth clients, and business entities, focusing on planning and referrals rather than discretionary asset management. The firm utilizes comprehensive client evaluations and research tools to recommend long-term investment strategies implemented through client-selected custodians or recommended providers.
James L
Series 63, Series 65
Topeka, KS
Paladin Financial
James Lord is a financial advisor with Paladin Financial who holds Series 63 and Series 65 credentials and has 38 years of industry experience. His prior roles include work with Gradient Securities, LORD'S WEALTH PARTNERS, and his own firm, Lord's Financial Planning. Outside of advising, he records motivational radio spots for a program called "90 Seconds to a Greater You." Paladin Wealth, LLC serves individual clients, including high-net-worth households, and retirement plans by providing discretionary portfolio management, financial planning, and limited-scope fiduciary services. The firm employs a range of investment strategies tailored to clients’ objectives and risk tolerance, and it integrates outside managers and model portfolios through a network of affiliated advisory and non-advisory entities.
Ryan S
Series 66
Topeka, KS
Next Generation Investing, LLC
Ryan Shumaker is the owner and managing member of Retirement Portfolios, LLC in Lawrence, Kansas, with 17 years of industry experience. He holds a Series 66 designation and has worked at World Equity Group, TCM Securities, and co-owns Next Generation Investing, LLC. Outside of advisory services, he owns a tax preparation business and a farming operation. Retirement Portfolios, LLC provides financial planning and portfolio management services to individuals, trusts, endowments, businesses, and other registered investment advisers. The firm manages approximately $154 million across about 225 client accounts, offering discretionary portfolio management, standalone financial plans, and educational workshops. Their investment approach combines fundamental, technical, charting, cyclical, and quantitative analysis, implementing a range of strategies including long-term, short-term, and trading.
Cale Y
Series 65, Series 66
Topeka, KS
Blazing Star Financial
Cale Yost is a financial advisor at Blazing Star Financial with Series 65 and Series 66 credentials and two years of industry experience. He has worked at Blazing Star Financial and its predecessor firms since 2023 and serves as Principal of Blazing Star Tax, LLC, providing tax preparation and small business consulting services. Yost also serves as Inspector General Superintendent with the Kansas Air National Guard, where he has been employed since 2004. Blazing Star Financial is a state-registered advisory firm managing approximately $2.25 million for about two dozen clients. The firm offers comprehensive financial planning, discretionary investment management, and financial coaching, focusing on passive portfolio construction guided by Modern Portfolio Theory, with options for values-based investing and fixed-annuity recommendations when appropriate.
Faron B
Series 63, Series 65
Topeka, KS
T & M Financial Inc.
Faron Barr is a financial advisor with T & M Financial Inc. in Topeka, KS, holding Series 63 and Series 65 designations and with 22 years of industry experience. He has been with T & M Financial since 2003. Outside of his advisory work, Barr serves as a board member and has been president of the Topeka South Rotary, a nonprofit professional organization. T & M Financial provides financial planning, consulting, and asset-allocation recommendations to individuals, families, high-net-worth clients, and business entities. The firm emphasizes planning and referrals over discretionary asset management, using detailed client information and research tools to recommend long-term investment strategies implemented through client-chosen custodians.
Joel K
Series 66
Topeka, KS
Next Generation Investing, LLC
Joel Kasten is an investment advisor representative at Retirement Portfolios, LLC with three years of industry experience. He has previously worked with Bankers Life and Casualty and has consulting roles related to life, health, and annuity insurance products. Kasten also serves as a trustee for a family trust. Retirement Portfolios, LLC provides financial planning and portfolio management services to individuals, trusts, endowments, businesses, and other registered investment advisers. The firm manages approximately $154 million across about 225 accounts, using a combination of fundamental, technical, cyclical, and quantitative analysis to implement various investment strategies, including market-timing and inverse funds.
Roger S
Series 63, Series 65
Topeka, KS
Next Generation Investing, LLC
Roger Shumaker is a financial advisor with Next Generation Investing, LLC in Topeka, KS, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at several firms, including Osaic Wealth, INC., World Equity Group, and TCM Securities. Outside of his advisory role, he serves as president of a nonprofit homeowners association and provides financial coaching through the SmartVestor Pro program. Next Generation Investing provides financial planning and discretionary portfolio management services to individuals, small businesses, charities, private foundations, and institutional clients. The firm combines fundamental, technical, cyclical, and quantitative analysis in its investment approach and licenses investment models to other registered investment advisers.
Robert S
CFP®, Series 63
Silver Lake, KS
Cobler Capital Management, LLC
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Advisors near 66603
Out of 400,000+ nationwide