Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Paola, KS
Every SEC-registered investment adviser representative at a firm office in Paola, with the firms that employ the most of them.
7 registered advisors work in Paola; the most are at Edward Jones (5). 2 list the CFP designation and 6 are also registered broker representatives.
Firms with the most advisors in Paola
| Firm | Advisors in Paola |
|---|---|
| Edward Jones news | 5 |
| Lexaurum Advisors | 1 |
| Strategic Advisers LLC | 1 |
Advisors in Paola, A to Z
CFP advisors in Paola →- Jason S. BerningEdward Jones
- Lloyd C. CampbellEdward Jones
- Monty M. ChayerEdward Jones · Certified Financial Planner
- Patrick HaaseStrategic Advisers LLC
- Curtis W. Long Jr.Edward Jones
- Emily A. MenefeeEdward Jones · Certified Financial Planner
- Joshua D. PalettaLexaurum Advisors
Other cities in Kansas
All of Kansas →Overland Park 2,334Leawood 508Wichita 496Topeka 244Lawrence 145Lenexa 92Manhattan 88Prairie Village 86Olathe 81Salina 72Hutchinson 57Shawnee 50Hays 31Mission Woods 31Mission 27McPherson 26Emporia 22Pittsburg 20Great Bend 19Derby 18Garden City 15Kansas City 15Andover 14Atchison 14
Questions
How many financial advisors are in Paola, KS?
7 investment adviser representatives are registered at firm offices in Paola, Kansas, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 2 list the CFP designation.
Which firm has the most financial advisors in Paola?
Edward Jones, with 5 registered advisors in Paola, followed by Lexaurum Advisors with 1.
How do I check a financial advisor in Paola?
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.