Invested Better
Advisors in Emporia, Kansas
19 Results
Unclaimed
location

EMPORIA, KS

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Alice Tunks-Jones is a registered representative at Edward Jones and has been in the industry for over 10 years. Alice is licensed in both Kansas and Texas. Alice specializes in retirement planning, investment management, financial planning and insurance. Alice is committed to helping clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

EMPORIA, KS

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Andrea Danielle Edwards is a financial advisor who has been in the industry since August 2013. Andrea Danielle Edwards is registered with LPL Financial LLC and has a Series 66 license, and Series 7 and SIE licenses. Andrea Danielle Edwards is currently registered with the states of Colorado, Kansas, Missouri, North Carolina and Oklahoma. Andrea Danielle Edwards has also worked with Miller Financial Group, Inc. and Midamerica Wealth Management, LLC. Andrea Danielle Edwards provides various financial services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

EMPORIA, KS

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Brent Wagner is a financial advisor who has been in the industry since 2001. Brent is currently registered with LPL Financial LLC and has been with the firm since July 2021. Previously, Brent was registered with Waddell & Reed. Brent offers a variety of financial services, including financial planning, portfolio management, and consulting. Brent is licensed to sell securities in Colorado, Florida, Georgia, Kansas, Missouri, Ohio, Oklahoma, and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

EMPORIA, KS

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Courtney Elizabeth Ward is a financial advisor with Edward Jones. Courtney is a Registered Representative in Kansas and Texas and has been active in the industry since 2016. Courtney holds the Series 66, Series 7 and SIE exams. Courtney specializes in financial planning, pension consulting, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC

location

EMPORIA, KS

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Richard Robertson is a registered investment advisor representative with Cetera Investment Advisers LLC. Daniel has been in the securities industry since 1997. Daniel is currently registered with the state of Kansas as an Investment Advisor Representative and as a Registered Representative. Daniel also has a Series 7 and Series 66 license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

EMPORIA, KS

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Derrick Duncan has been in the financial services industry since 1991. Derrick is currently registered with LPL Financial LLC and is licensed to offer investment advisory services in Kansas and Texas. Derrick has a strong background in financial planning and portfolio management, and is dedicated to helping clients achieve their financial goals. Derrick is also an active member of the community, serving on the board of directors for Coffey County Rural Water District #2.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Cetera Investment Advisers LLC

location

EMPORIA, KS

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Eric Alan Dieker is an Investment Advisor Representative with Cetera Investment Advisers LLC in Emporia, Kansas. Eric has been in the financial services industry since 1991. Eric has a Series 6 and Series 63 license and holds the SIE designation. Eric has held previous roles at VOYA FINANCIAL ADVISORS, INC. and INTERSECURITIES, INC. Eric focuses on providing financial planning, portfolio management and pension consulting for individuals and businesses. Eric also offers educational seminars and assists with selecting other advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc.

location

EMPORIA, KS

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Fredrick Harder is a financial professional with over 28 years of experience in the financial services industry. Fredrick Harder is currently registered with Osaic Wealth, Inc. in Emporia, Kansas. Fredrick Harder has worked with Sagepoint Financial, Inc. and Spectrum Capital, Inc. Fredrick Harder specializes in retirement planning, college savings, investment management, and insurance. Fredrick Harder is dedicated to helping clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

EMPORIA, KS

experience

46 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Gregory L. Seibel is a financial advisor with Edward Jones, a firm with a long history in the financial services industry. Gregory has been in the business for over 40 years, and has a strong track record of helping clients achieve their financial goals. Gregory has a deep understanding of the investment landscape and is committed to providing his clients with personalized advice and guidance. Gregory is a dedicated professional with a strong commitment to building long-lasting relationships with his clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

EMPORIA, KS

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Guy D. Jensen is a financial advisor currently registered with LPL Financial LLC in Emporia, KS. Guy has been in the financial services industry since 2003 and has held previous roles with OSAIC WEALTH, INC., Woodbury Financial Services, Inc., Mutual of Omaha Investor Services, Inc., and NYLIFE Securities LLC. Guy is licensed to provide investment advice and brokerage services in the state of Kansas. Guy has a strong background in financial planning, portfolio management, and insurance, and is dedicated to providing personalized financial guidance to individuals, families, and businesses. Guy is a member of the Series 6, Series 7, and Series 63 exams. He is also a member of the Series 65 and SIE exams.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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