Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Lenexa, KS
Every SEC-registered investment adviser representative at a firm office in Lenexa, with the firms that employ the most of them.
92 registered advisors work in Lenexa; the most are at Copper Financial (14). 21 list the CFP designation and 59 are also registered broker representatives.
Firms with the most advisors in Lenexa
| Firm | Advisors in Lenexa |
|---|---|
| Copper Financial | 14 |
| Edward Jones news | 9 |
| Ae Wealth Management, LLC | 7 |
| Family Investment Center | 5 |
| Modern Wealth Management, LLC | 5 |
| Strategic Advisers LLC | 5 |
| Dogwood Wealth Management, LLC | 4 |
| State Farm Investment Management Corp. | 4 |
| Cetera Investment Advisers LLC news | 3 |
| Raymond James Financial Services Advisors, Inc. news | 3 |
| American Century Investments Private Client Group, Inc. | 2 |
| Bankers Life Advisory Services, Inc. | 2 |
| Commonwealth Financial Network news | 2 |
| Freedom Value Partners, LLC | 2 |
| LPL Financial LLC news | 2 |
| Professional Asset Management, Inc. | 2 |
| Voyage Wealth Management LLC | 2 |
| Cambridge Investment Research Advisors, Inc. news | 1 |
| Challenge Everything Financial LLC | 1 |
| Chladek Wealth Management, LLC | 1 |
| Corecap Advisors | 1 |
| Creative Financial Designs, Inc. | 1 |
| Dai Wealth, LLC | 1 |
| Empower Advisory Group, LLC | 1 |
| First Affirmative Financial Network LLC | 1 |
Advisors in Lenexa, A to Z
CFP advisors in Lenexa →- Gregory AddisonProfessional Asset Management, Inc.
- Alyssa N. AkersCopper Financial
- Paul D. AlbrightFamily Investment Center
- Gregory A. AldridgeState Farm Investment Management Corp.
- Rey R. ArellanoZenith Financial Planning Inc. · Certified Financial Planner
- Salvatore C. ArnoneCopper Financial
- Kelsey J. BallardState Farm Investment Management Corp.
- Nicole A. BartelCopper Financial
- Joan E. BellowsCopper Financial
- James T. BlalockLPL Financial LLC
- James W. BoldtLexaurum Advisors · Chartered Financial Consultant
- Clay E. BrethourMaclura Investments · Chartered Financial Analyst
- John P. ChladekChladek Wealth Management, LLC · Certified Financial Planner
- Michael B. ClarkCetera Investment Advisers LLC
- Jeremiah CollierModern Wealth Management, LLC
- Daniel T. ComptonProfessional Asset Management, Inc.
- Chancellor I. DavisModern Wealth Management, LLC
- Ethel J. DavisVzd Capital Management LLC
- Stephen DepriscoStrategic Advisers LLC
- Lalitkumar K. DhandeCopper Financial
- Gregory W. DillardCommonwealth Financial Network · Certified Financial Planner
- Melinda B. DixonCetera Investment Advisers LLC
- Joshua D. EdensCopper Financial
- Sami E. FaragCopper Financial
- Rachel M. FeldkampCopper Financial
- Matthew P. FitzgeraldCopper Financial
- Tanner B. GarrettFamily Investment Center · Certified Financial Planner
- Matthew J. GazawayCommonwealth Financial Network · Certified Financial Planner
- Nathan C. GoodmanFamily Investment Center · Certified Financial Planner
- Melissa C. GunterCreative Financial Designs, Inc.
- Brian J. HamiltonEdward Jones · Certified Financial Planner
- Kevin D. HarperCopper Financial
- Kurt D. HillEdward Jones
- Andrew HirsteinAmerican Century Investments Private Client Group, Inc.
- Erin M. HoestjeCorecap Advisors
- Vicki L. HohensteinFreedom Value Partners, LLC · Chartered Financial Analyst
- Laroyce HolmesEmpower Advisory Group, LLC
- James C. HorlacherFirst Affirmative Financial Network LLC
- Allie E. HoustonDogwood Wealth Management, LLC · Certified Financial Planner
- Darrin S. HughesMorgan Stanley
- Frankz K. JacobsenState Farm Investment Management Corp.
- Brandon M. JobeEdward Jones
- John JohnsonEdward Jones
- Michael A. JohnsonOsaic Wealth, Inc.
- Rory D. JonesDogwood Wealth Management, LLC · Certified Financial Planner
- Jack KnutsonModern Wealth Management, LLC · Certified Financial Planner
- David P. KoehlerAe Wealth Management, LLC
- Gunnar KoenigState Farm Investment Management Corp.
- Nicolas V. KoparanyanRBC Capital Markets, LLC
- Broderick S. KyleBankers Life Advisory Services, Inc.
- Kelly D. LambertCopper Financial
- David F. LoftusCetera Investment Advisers LLC · Chartered Financial Consultant
- Bradley J. MaudererCopper Financial
- Jennifer L. McBeeAe Wealth Management, LLC · Chartered Financial Analyst
- Billie L. McClainFreedom Value Partners, LLC · Chartered Financial Analyst
- Taren R. McMurrayFamily Investment Center · Certified Financial Planner
- Dustin MezaAe Wealth Management, LLC
- Miles I. MorrisseyAe Wealth Management, LLC · Certified Financial Planner
- Jason R. NewcomerDogwood Wealth Management, LLC · Certified Financial Planner
- Joseph H. NiblockAmerican Century Investments Private Client Group, Inc.
- Joshua J. NickleStrategic Advisers LLC
- Charles K. O'NeillIntegrity Alliance, LLC.
- Irl A. OaksCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Todd A. OsbornRaymond James Financial Services Advisors, Inc.
- Dewayne OvardEdward Jones · Certified Financial Planner
- Robert D. Paredes IIParedes Capital LLC
- Sydney L. PembertonAe Wealth Management, LLC
- Leslie PenkaDai Wealth, LLC
- Michael E. PyleChallenge Everything Financial LLC · Chartered Financial Consultant
- Wayne RobinsonModern Wealth Management, LLC
- Richard C. SalmenFamily Investment Center · Certified Financial Planner, Chartered Financial Analyst
- Jason E. SeehusenCopper Financial · Certified Financial Planner
- Kacy B. SeitzRfg Advisory, LLC · Certified Financial Planner
- Eric J. SheerinDogwood Wealth Management, LLC
- Benjamin M. SieveEdward Jones
- Amanda J. SpearCopper Financial
- Jack T. SummaRaymond James Financial Services Advisors, Inc.
- Kevin B. SummaRaymond James Financial Services Advisors, Inc. · Certified Financial Planner
- Jacob A. TangprichaAe Wealth Management, LLC
- Paul M. TranckinoStrategic Advisers LLC
- Joe ValiquetteStrategic Advisers LLC
- Mary K. Van SickleLPL Financial LLC
- Brian WachaStrategic Advisers LLC
- Jeffery WagnerMadison Avenue Securities, LLC
- Dakota WarnkenModern Wealth Management, LLC
- John V. WilliamsBankers Life Advisory Services, Inc.
- Keith P. WinterhalterEdward Jones
- Matthew M. WinterhalterEdward Jones
- Mary T. WitwerVoyage Wealth Management LLC
- Paul G. WitwerVoyage Wealth Management LLC · Certified Financial Planner
- Hal F. WoodTriune Financial Partners, LLC
- Jeremiah WrightEdward Jones · Certified Financial Planner
Other cities in Kansas
All of Kansas →Overland Park 2,334Leawood 508Wichita 496Topeka 244Lawrence 145Manhattan 88Prairie Village 86Olathe 81Salina 72Hutchinson 57Shawnee 50Hays 31Mission Woods 31Mission 27McPherson 26Emporia 22Pittsburg 20Great Bend 19Derby 18Garden City 15Kansas City 15Andover 14Atchison 14Dodge City 13
Questions
How many financial advisors are in Lenexa, KS?
92 investment adviser representatives are registered at firm offices in Lenexa, Kansas, according to the SEC's Investment Adviser Public Disclosure records. 59 of them are also registered as broker representatives, and 21 list the CFP designation.
Which firm has the most financial advisors in Lenexa?
Copper Financial, with 14 registered advisors in Lenexa, followed by Edward Jones with 9.
How do I check a financial advisor in Lenexa?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.