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FinancialADVSR

Est. 2026The front page of wealth managementNew York

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Registered advisors

Every investment adviser representative in the SEC’s records, each with a profile: firms, branch, career, exams, designations and disclosures.

  1. 398,301Registered advisersEvery investment adviser representative
  2. 304,895Dually registered77% are also broker reps
  3. 93,406Adviser onlyNot registered with a broker-dealer
  4. 25,639FirmsWhere they're registered
  5. 56,898CFPs11,003 CFAs, 12,693 ChFCs

From the SEC’s compilation report of October 24, 2026, refreshed every morning. +89 since the file before. 53 firm joins and 232 departures in the latest file. 7 match your filters. Broker-only representatives are on FINRA BrokerCheck and aren’t included.

7 advisors

Unlock all 7
AdvisorFirmRegistrationDesignationsJoined firmRegistered since
1Kim M. CangeloseKansas City, MOCbiz Investment Advisory Services, LLCAdviser only–Atlas2026
2Edmund H. Hinders IIISt Louis, MOCbiz Financial Solutions, Inc. +1 moreAdviser only–Atlas2005
3Gilbert J. KellerKansas City, MOCbiz Financial Solutions, Inc. +1 moreAdviser and broker–Atlas2012
4Nicholas W. KroegerKansas City, MOCbiz Investment Advisory Services, LLCAdviser only–Atlas2012
5Cindy R. OrrKansas City, MOCbiz Investment Advisory Services, LLCAdviser only–Atlas2005
6Zachary S. PierceKansas City, MOCbiz Investment Advisory Services, LLCAdviser only–Atlas2022
7Anna ZelenovichKansas City, MOCbiz Investment Advisory Services, LLCAdviser only–Atlas2025

From the SEC’s Investment Adviser Public Disclosure compilation report: investment adviser representatives, including those also registered as broker representatives. Personal contact details aren’t included.