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Financial Planning Services Advisors in Topeka, Kansas
195 Results
Unclaimed
location

Topeka, KS

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Alan Starr is a financial advisor with Edward Jones, a well-established firm with a strong reputation for providing personalized financial advice. Aaron has been in the financial services industry since 2014 and holds several professional licenses and designations. Aaron is registered to provide financial advice in multiple states and offers a range of financial services including financial planning, pension consulting, and portfolio management for both businesses and individuals. With Aaron's dedication to helping clients reach their financial goals, he is a valuable resource for individuals and families seeking guidance on their financial journey.

SPECIALIZATIONS

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

AE Wealth Management, LLC

location

Topeka, KS

0 Disclosures

ADVISOR BIO

Adam Randall Young is an investment advisor representative with AE Wealth Management, LLC, and is registered with the state of Kansas. Adam has been an employee of Advisors Excel since March 2022 and is currently employed at AE Wealth Management, LLC since July 2024. Adam has a Series 65 license and offers financial planning services. Adam is a registered representative of AE Wealth Management, LLC.

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
Unclaimed

AE Wealth Management, LLC

location

Topeka, KS

0 Disclosures

ADVISOR BIO

Alexis Burchett is a financial advisor at AE Wealth Management, LLC in Topeka, KS. Alexis has been working in the financial services industry since 2012. Alexis has a Series 65 license. Alexis specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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
Unclaimed

LPL Financial LLC

location

TOPEKA, KS

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Allison Young is a financial advisor who has been in the industry since 2018. Allison is currently registered with LPL Financial LLC as a Registered Representative. Before joining LPL Financial LLC, Allison worked at Blue Owl Securities and Royal Alliance Associates, Inc.. Allison is registered to provide investment advice in Kansas.

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

Wells Fargo Advisors Financial Network, LLC

location

TOPEKA, KS

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Amy McCollum is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Amy has been in the industry since April 2005. Amy is registered with the state of Kansas and Texas. Amy is a Series 7, Series 24, Series 31 and Series 66 licensed advisor. The advisor's previous employers include Wells Fargo Clearing Services, LLC and Morgan Stanley DW Inc.. Amy has worked with individual, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, corporations, business development companies, and state and municipal government entities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

AE Wealth Management, LLC

location

Topeka, KS

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Andrew Nyland is a financial advisor with AE Wealth Management, LLC. Andrew has been working in the financial services industry since 2016. Andrew is registered in Kansas as a Registered Investment Advisor (RIA). Andrew holds the Series 66, Series 7, and SIE licenses. Andrew's prior experience includes working with Edward Jones, Pruco Securities LLC, and The Prudential Insurance Company of America. AE Wealth Management, LLC offers financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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
Unclaimed

Wells Fargo Clearing Services, LLC

location

TOPEKA, KS

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Anne E. Thomas is an investment advisor representative who is registered with Wells Fargo Clearing Services, LLC. Anne is licensed to provide investment advice in Kansas and Texas. Anne specializes in working with high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and individuals other than high-net-worth. She has been in the financial services industry for over 11 years. She has a Series 7TO, Series 66, and SIE licenses. Anne is a member of FINRA.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

Topeka, KS

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Anthony Cordell is a financial advisor with Osaic Wealth, Inc., based in Topeka, KS. Anthony has been in the financial services industry since January 2003. Anthony is registered in 39 states and holds Series 6, 7, 24, 63 and 65 licenses. Anthony is also a Certified Financial Planner. Anthony has a variety of experience working with different clients including high net worth individuals, corporations or other businesses, and individuals other than high net worth. Anthony is a trusted advisor who can help you achieve your 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

LPL Financial LLC

location

TOPEKA, KS

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Aric Robert Harrington is an investment advisor representative with LPL Financial LLC. Aric has been in the industry since June 2006 and has experience with Waddell & Reed. Aric is registered in 26 states and is also a licensed insurance agent. In addition to working with LPL Financial LLC, Aric is also involved in other businesses, including ArroWealth Financial and Crump and Associates of Clifton Park. Aric is committed to providing his clients with personalized financial advice and helping them 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

TOPEKA, KS

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Bonura is a financial advisor at Edward Jones, with over 1 year of experience in the financial services industry. Ashley has a Series 7, Series 66 and SIE license. Ashley is registered to provide investment advice in 28 states, including Kansas, Texas, Alaska, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Iowa, Kentucky, Minnesota, Missouri, Montana, Nebraska, New Mexico, New York, North Carolina, Oklahoma, Tennessee, Utah, Virginia and Wisconsin. Ashley can provide financial planning, portfolio management for individuals and businesses, 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

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