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Financial Planning Services Advisors in Manhattan, Kansas
64 Results
Unclaimed
location

MANHATTAN, KS

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Allen Leonard Reid is a registered representative of Edward Jones. Allen has been in the financial services industry since September 2021. Allen is registered with the state of Kansas and Texas. Allen has successfully completed the Series 7TO, SIE, and Series 66 exams. In addition to their role at Edward Jones, Allen is also the owner of Reid Family Enterprises, an online horseshoe art business. Allen specializes in providing financial planning, pension consulting, and selection of other advisors. Allen also provides portfolio management services for both businesses and individuals.

SPECIALIZATIONS

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

Gallagher Fiduciary Advisors, LLC

location

Manhattan, KS

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Amy Welfringer is a financial advisor with over 8 years of experience in the industry. Amy is a registered representative with Gallagher Fiduciary Advisors, LLC and holds Series 6, Series 63 and Series 65 licenses. Amy is also a Registered Investment Advisor (RIA) with Gallagher Fiduciary Advisors, LLC. She provides financial planning, portfolio management and retirement planning services to individuals, families, and businesses. Amy has a strong commitment to helping her clients achieve their financial goals. She is committed to providing her clients with personalized service and a comprehensive understanding of their financial needs.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SEE SCHEDULE D MISC. FOR EXPLANATION
Unclaimed

CGN Advisors, LLC

location

MANHATTAN, KS

0 Disclosures

ADVISOR BIO

Andrew Cecil Moore is an Investment Advisor Representative with CGN Advisors, LLC. Andrew Cecil Moore is registered with the state of Georgia and Texas. Andrew Cecil Moore has been in the industry since August 2008 and has one state exam. Andrew Cecil Moore has worked at Moore Contract Sales, Hamilton Investment Counsel and Garrett Investment Advisors, LLC. Andrew Cecil Moore holds a Series 65 license. Andrew Cecil Moore specializes in the following areas: Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses and Portfolio Management for Individuals. Andrew Cecil Moore is part-time virtual paraplanner with Moneyguide Pro.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc. | CFA ® (Certifications)

location

MANHATTAN, KS

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Arthur Kennedy is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Manhattan, KS. Arthur has been in the financial services industry since 1986. Arthur is registered to provide investment advice in 27 states. Arthur specializes in providing financial advice to individuals, businesses, high-net-worth individuals, and pooled investment vehicles. Arthur also provides financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

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

CGN Advisors, LLC | CFP ® (Certifications)

location

MANHATTAN, KS

0 Disclosures

ADVISOR BIO

Brigham Glaves is a financial advisor at CGN Advisors, LLC. Brigham is a Certified Financial Planner and has been in the financial services industry since 2013. Brigham specializes in providing financial planning services to individuals, businesses, and charitable organizations. Brigham is also a Registered Investment Advisor in Kansas and Texas.

SPECIALIZATIONS

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

CGN Advisors, LLC | CFP ® (Certifications)

location

MANHATTAN, KS

0 Disclosures

ADVISOR BIO

Callen Thomas Shimkus is an Investment Advisor Representative at CGN Advisors, LLC. Callen has been with the firm since June 2022. Callen is a graduate of Kansas State University and holds the Series 65 license. He is a Certified Financial Planner™.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

MANHATTAN, KS

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Carlin Murphy is a financial advisor who has been in the industry since 1998. Carlin has worked for a number of firms including A.G. Edwards & Sons, Inc., Edward Jones, Robert W. Baird & Co. Incorporated, Wells Fargo Clearing Services, LLC and is currently registered with Stifel, Nicolaus & Company, Inc. Carlin is licensed in 20 states. Carlin holds the Series 7, 9, 10, 63, 66 and SIE licenses. Carlin specializes in providing financial planning, portfolio management for individuals, businesses and pooled investment vehicles, and pension consulting.

SPECIALIZATIONS

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

CGN Advisors, LLC | CFP ®,CFA ® (Certifications)

location

MANHATTAN, KS

0 Disclosures

ADVISOR BIO

Carrie Nola Kulig is a financial advisor at CGN Advisors, LLC, located in Manhattan, KS. Carrie has been a Registered Representative since 1997. Carrie has a Series 63 license and is a Certified Financial Planner™ and a Chartered Financial Analyst. In addition to CGN Advisors, LLC, Carrie has worked with Russell Fund Distributors, Inc. Carrie specializes in Financial Planning, Pension Consulting and Portfolio Management for Individuals. Carrie holds a current registration in Connecticut and Massachusetts.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

MANHATTAN, KS

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Catherine Elizabeth McKinley is an investment advisor representative with Edward Jones in MANHATTAN, Kansas. She has been in the financial services industry since May 22, 2012, and is currently licensed to provide investment advice in 32 states and districts, including Kansas and Texas. Catherine McKinley holds FINRA Series 6, 7, and 66 licenses. She is also a Certified Financial Planner.

SPECIALIZATIONS

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

Independent Advisor Alliance, LLC

location

Manhattan, KS

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Chad Edward Tepe is a Registered Representative with Independent Advisor Alliance, LLC. Chad has been in the financial services industry for over 20 years. Chad has a Series 66, Series 7, and SIE license. Chad is currently registered with the state of Kansas and Texas. Chad also has experience as a Registered Representative with Commerce Brokerage Services, Inc., and Waddell & Reed, Inc.

SPECIALIZATIONS

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

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