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Advisors in Wichita, Kansas
518 Results
Unclaimed

Osaic Wealth, Inc.

location

WICHITA, KS

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Joshua Cunningham is a financial advisor with Osaic Wealth, Inc. based in Wichita, KS. Aaron has been in the financial industry since 2005 and holds the Series 6 and Series 63 licenses. Aaron specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses.

SPECIALIZATIONS

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

WICHITA, KS

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Alexander is a financial advisor with Morgan Stanley. Aaron has been in the financial industry since 1999. Aaron has a wide range of experience and expertise, including investment management, financial planning, and retirement planning. Aaron is committed to providing personalized financial advice to individuals and families.

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 Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Wells Fargo Clearing Services, LLC

location

WICHITA, KS

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Elsworth Towns is a financial advisor with Wells Fargo Clearing Services, LLC. Aaron has been in the financial services industry since 1997. Aaron has worked for several firms including Oppenheimer & Co. Inc. and Wachovia Securities, LLC. Aaron is a registered representative in 19 states and an Investment Advisor Representative in Kansas.

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

Cambridge Investment Research Advisors, Inc.

location

Wichita, KS

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Abigail Holden is a financial advisor with over 10 years of experience in the industry. Abigail is currently registered with Cambridge Investment Research Advisors, Inc. in Kansas and Texas. Abigail has previously worked with United Planners' Financial Services of America A Limited Partner and Woodbury Financial Services, Inc. Abigail holds Series 63, 66, 7, 24 and SIE licenses. Abigail provides financial planning services to individuals, businesses, and retirement plans.

SPECIALIZATIONS

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

Keating Financial Advisory Services

location

Wichita, KS

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Adam Michael Eilert is an Investment Advisor Representative who has been in the industry since 2019. Adam is registered with Keating Financial Advisory Services and Raymond James Financial Services Advisors, Inc. Adam has passed the Series 7, Series 63, and Series 65 exams and offers financial planning services, investment recommendations, and investment research. Adam also works with Keating & Associates Inc. and Converse Financial Advisory, LLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
INVESTMENT RECOMMENDATION/CONSULTING SERVICES
Unclaimed

Robert W. Baird & Co. Inc.

location

Wichita, KS

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Adam Alter is a financial advisor with Robert W. Baird & Co. Inc. Adam has been in the financial industry since August 2017. Adam has a Series 66, Series 7, and SIE license. Adam is registered in 37 states and is currently working in the Wichita branch office of Robert W. Baird & Co. Inc. Adam also volunteers as an announcer for Wichita Collegiate School.

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 Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Sjhl Financial Group | PFS ® (Certifications)

location

Wichita, KS

0 Disclosures

ADVISOR BIO

Adam Leroy Grilliot is a financial advisor registered with the state of Kansas. Adam is associated with Sjhl Financial Group. Adam has been in the financial industry since 2006 and provides financial planning and portfolio management services for individuals. Adam has a specialization in financial planning, portfolio management, retirement planning and insurance.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

WICHITA, KS

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Aeramy Kiersten Porter has been in the financial services industry since 2001 and is currently registered with Eagle Strategies LLC. Aeramy has a broad range of experience working with both individuals and businesses. Aeramy also works with charitable organizations. Aeramy is a registered representative in 21 states, and is also a Registered Investment Advisor in Kansas and Texas. Aeramy is committed to providing her clients with the highest level of service and expertise.

SPECIALIZATIONS

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

LPL Financial LLC

location

WICHITA, KS

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Alan R Corliss is a financial advisor with LPL Financial LLC. Alan has been in the industry since February 20, 2004. Alan holds a Series 7, Series 66, and SIE licenses. Alan is registered with the state of Kansas and has been with LPL Financial LLC since July 5, 2011. Prior to joining LPL Financial LLC, Alan worked at UVEST FINANCIAL SERVICES GROUP, INC. and A. G. EDWARDS & SONS, INC..

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

Arbor Point Advisors

location

WICHITA, KS

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Albert A. Jansen Jr. is a financial advisor with Arbor Point Advisors. Albert has been in the financial services industry since 2001. Albert has a wide range of experience in financial planning, portfolio management and investment advisory services. He is registered with the state of Kansas and Texas. He has also been registered in the past with Securities America, Inc., Summit Brokerage Services, Inc., VSR Financial Services, Inc., and UBS Financial Services Inc. Albert is dedicated to providing clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

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