Advisors at this firm
Jared G
Series 65
Topeka, KS
Endeavor Private Wealth, Inc.
Jared Griffith is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, holding a Series 65 designation with 14 years of industry experience. Prior to joining Endeavor in 2024, he worked at Scout Investments from 2010 to 2024. Endeavor Private Wealth offers investment management, financial planning, and retirement-plan advisory services to individuals, families, institutions, and businesses. The firm employs a tax-aware, risk-adjusted approach combining active and passive strategies across multiple asset classes and manages approximately $353 million with a four-advisor team.
Chris M
Series 63, Series 65
Topeka, KS
Endeavor Private Wealth, Inc.
Chris Mcgee is a financial advisor at Endeavor Private Wealth, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors LLC and WELLS FARGO Clearing Services, LLC. Outside of his advisory role, Mcgee participates in early-stage company investments through the Mid-American Angels Investment Network. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to individuals, families, trusts, and institutions. The firm employs a tax-aware, risk-adjusted approach using a mix of active and passive strategies across various asset classes and offers both wrap fee programs and separately managed account solutions.
Steven G
CFP®, Series 66
Boulder, CO
Endeavor Private Wealth, Inc.
Steven Goodell is a CFP® with 14 years of experience in the financial services industry. He currently works at Endeavor Private Wealth, Inc. and has previously held roles at Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. Outside of his advisory work, he is a part owner of Aztec Brothers, LLC, a company involved in managing property renovations in Boulder, Colorado. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, families, and institutions. The firm employs a tax-aware, risk-adjusted approach using a combination of active and passive investment strategies and offers both wrap fee programs and separately managed account platforms.
Patrick F
CFP®
Boulder, CO
Endeavor Private Wealth, Inc.
Patrick Funk is a CFP® affiliated with Endeavor Private Wealth, Inc. in Boulder, CO, with six years of prior experience at Charles Schwab and additional roles in financial and corporate sectors. He joined Endeavor Private Wealth in 2025 and is part of a four-advisor team. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to individuals, families, institutions, and businesses. The firm employs tax-aware, risk-adjusted asset allocations combining active and passive strategies and offers both wrap fee programs and separately managed account platforms.
Heidi M
Series 63, Series 65
Topeka, KS
Endeavor Private Wealth, Inc.
Heidi Mark is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Endeavor Private Wealth since 2021. Her prior experience includes roles at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to individuals, families, institutions, and businesses. The firm employs a blend of active and passive strategies to build tax-aware, risk-adjusted portfolios and offers both wrap fee programs and separately managed account platforms.
Soren K
Series 65
Topeka, KS
Endeavor Private Wealth, Inc.
Soren Knapic is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, holding a Series 65 designation. He has been with Endeavor Private Wealth since 2021 and previously worked at DST / SS&C Technologies and Kansas State University. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, high-net-worth clients, families, pension and profit-sharing plans, trusts, estates, charitable institutions, and businesses. The firm employs tax-aware, risk-adjusted asset allocations with a combination of active and passive strategies and offers both wrap fee programs and separately managed account platforms.
Brady F
Series 66
Topeka, KS
Endeavor Private Wealth, Inc.
Brady Franklin is a financial advisor at Endeavor Private Wealth, Inc. in Topeka, KS, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Wells Fargo Clearing and CommunityAmerica Credit Union. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to individuals, families, institutions, and businesses. The firm employs a tax-aware, risk-adjusted approach using a mix of active and passive strategies across various asset classes and offers both wrap fee programs and separately managed account platforms.
Kathleen H
CFP®, Series 66
Topeka, KS
Endeavor Private Wealth, Inc.
Kathleen Heit is a CFP® and Series 66-licensed financial advisor with 14 years of industry experience. She currently works at Endeavor Private Wealth, Inc. and previously held roles at Bowersock Capital, US Bank, and Clayton Wealth Partners. Outside of her advisory work, she serves as a trustee on the board of directors for Topeka Collegiate School and owns a family-operated business called Reaching New Heits, LLC, which provides fruit smoothies and juices. Endeavor Private Wealth, Inc. is a team-based firm offering investment management, financial planning, and retirement-plan advisory services to individuals, families, institutions, and businesses. The firm employs a tax-aware, risk-adjusted approach using a blend of active and passive strategies across various asset classes and manages both wrap fee programs and separately managed accounts.
Ava A
Series 66
Boulder, CO
Endeavor Private Wealth, Inc.
Ava Allen is a financial advisor with Endeavor Private Wealth, Inc. in Boulder, Colorado, holding a Series 66 designation and three years of industry experience. She previously worked at Wells Fargo Clearing for nine years and had brief roles at Olisamra Inc, Global Village International Preschool, and Kelly Services USA. Endeavor Private Wealth provides investment management, financial planning, and retirement-plan advisory services to individuals, families, and institutions. The firm employs a tax-aware, risk-adjusted investment approach using a blend of active and passive strategies across multiple asset classes and offers both wrap fee programs and separately managed account platforms.