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Advisors near 67068
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Tyler M
CFP®, ChFC®, Series 65
Kingman, KS
QED Wealth Solutions
Tyler Meyer is a CFP® and ChFC® affiliated with QED Wealth Solutions in Kingman, KS, with four years of industry experience. Prior to founding QED Wealth Solutions, he worked at Knights of Columbus Asset Advisors LLC and Knights of Columbus Insurance. He serves on the Board of Directors for the Kingman Recreation Commission, where he is involved in financial oversight and policy-making on a volunteer basis. QED Wealth Solutions serves individual investors, select high-net-worth households, and small businesses by providing comprehensive financial planning and portfolio management. The firm applies diversified asset allocation and Modern Portfolio Theory principles, offering both discretionary and non-discretionary portfolio management with regular reviews and educational resources.
Jorge D
Series 66
Kingman, KS
Raymond James Financial
Jorge Delgado Diaz is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and three years of industry experience. His prior roles include positions at Edward Jones and in renewable energy firms such as General Electric Renewable Energy and NRG Renewable Energy. Outside of his advisory work, he is involved in managing Forge Financial and operates multiple insurance brokerage businesses focused on fixed and indexed insurance, annuities, and long-term care products. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice and multiple implementation options, with a notable focus on non-discretionary advisory relationships.
Christopher H
Series 63, Series 65
Kingman, KS
Edward Jones
Madelyn P
Series 66
Kingman, KS
Edward Jones
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Advisors near 67068
Out of 400,000+ nationwide