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Certified Financial Planners in Kansas

Certified Financial Planners in Lawrence, KS

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Here is a complete directory of most professional Certified Financial Planners in Lawrence, KS.

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9 results found

Greg Pavlyak Lawrence, KS

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Captain • Advisor • Pilot • Air Transportation Worker • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer • Instructor • Pedagogue • Financial Manager

Experience & Education

Position:
Financial Advisor at David M. King & Associates, Ltd., Commanding Officer, VT2 SAU at US Navy...
Title:
Financial Advisor
Location:
Lawrence, Kansas Area
Industry:
Financial Services
Work history:
David M. King & Associates, Ltd. - United States of AmericaFinancial Advisorsince Dec 2008US Navy Reserve - NAS Whiting FieldCommanding Officer, VT2 SAUsince Oct 2012
Skills:
Customer Service, Reliability, Humility, Flight Operations, Airlines, Leadership, commitment
Languages:
German
Full Profile

Kim Penny Lawrence, KS

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Owner • Manager • Chief Executive • Operations Manager • Financial Manager • Property Manager • Real Estate Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Client Service Officer

Experience & Education

Position:
Financial Advisor at David M. King Associates, Owner/Property Manager at K & J Properties, LLC
Title:
Financial Advisor at Raymond James
Location:
Lawrence, Kansas
Industry:
Financial Services
Work history:
David M. King Associates - Lawrence, Kansas AreaFinancial Advisorsince Sep 2011K & J Properties, LLC - Durango, COOwner/Property Managersince Oct 2006
Certifications:
Series 7 Licensed
Series 63 Licensed
Full Profile

K Meisel Lawrence, KS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Sports Trainer • Yoga Instructor • Sports Trainers • Aerobics Instructor • Group Fitness Instructor • Health and Fitness Teacher • Fitness Trainer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Trainer • Student Worker • Managers • Administrative Clerk • Clerical Specialist • Notary • Lawyers

Experience & Education

Position:
Financial Planning Assistant at Ameriprise Financial, Mobility Coach at Strength Guild Topeka, Yoga ...
Title:
Financial Planning Assistant at Ameriprise Financial
Location:
Lawrence, Kansas Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Lawrence, Kansas AreaFinancial Planning Assistantsince Aug 2009Strength Guild Topeka - Topeka, Kansas AreaMobility Coachsince Jul 2012
Certifications:
Insurance Producer License, State of Kansas Department of Insurance
CPR / AED / First Aid, State of Kansas Department of Insurance
Full Profile

Dan Cary Lawrence, KS

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Financial Manager • Chief Executive

Experience & Education

Position:
Financial Advisor, Certified Financial Planner at Dan Cary and Associates, Ameriprise Financial
Title:
Financial Advisor
Location:
Lawrence, Kansas Area
Industry:
Financial Services
Work history:
Dan Cary and Associates, Ameriprise Financial - 1311 Wakarusa Drive, Suite 2121, Lawrence, KSFinancial Advisor, Certified Financial Plannersince Jun 1994The Wall Street Journal President1994 - 2013
Full Profile

Teresa Kempf Lawrence, KS

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CFP, Financial Advisor practioner at Ameriprise Financial
Location:
Lawrence, Kansas Area
Industry:
Financial Services
Full Profile

Feng Guo Lawrence, KS

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Doctor of Philosophy • Athletes • Tutor • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Supporting Member • Apprentice • Volunteer • Team Member • Non-Profit • Financial Director • Financial Manager • Financial Officer • Agent • Sales Representative • Student Worker

Experience & Education

Title:
PhD Student at University of Kansas
Location:
Lawrence, Kansas Area
Industry:
Accounting
Work history:
McNamara Academic Center, University of Minnesota Student Athlete TutorAug 2012 - May 2013Deloitte - Greater Minneapolis-St. Paul AreaDeloitte Minneapoli​s Emerging Leaders ProgramJun 2011 - Aug 2011
Languages:
English, Chinese
Certifications:
Passed All four parts of AICPA exam at first attempt
IRS Volunteer Tax Assistance Program Certification: Intermediate Level
Full Profile

Maryse Schlenk Lawrence, KS

Professions & Specialties

Portfolio Manager • Investment Analyst • Puchasing and Estimating Manager • Financial Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Office Director • Partner • Operations Manager • Chief Executive • Financial Manager

Experience & Education

Position:
Independent Brand Partner at Nerium International, Portfolio Manager Asst/Office Director at...
Title:
Financial Analyst/Office Director at Paragon Capital Management
Location:
Lawrence, Kansas Area
Industry:
Financial Services
Work history:
Nerium International Independent Brand Partnersince Mar 2013Paragon Capital Management Portfolio Manager Asst/Office Directorsince Feb 2008
CFP/ChFC Requirements
Full Profile

Sarah Ayler Lawrence, KS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Account Service Manager • Client Service Officer • Customer Service • Operations Manager • Financial Manager

Experience & Education

Work

Company:
Fidelity investments - Overland Park, KS
Account executive/investment rep/financial rep
Company:
Intrust brokerage - Lawrence, KS
Personal banker-investments

Skills

Series 7, Series 66, Series 9/10, Life/Health Insurance
Full Profile

Heather Edson Chicago, IL

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Catering Sales Manager • Food Service Workers • Human Resources Specialist • Recruitment • Data Analyst • Data Entry Specialist • Data Scientist • Sales Manager • Sales Director • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Operations Manager • Financial Manager • Bachelor of Science • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician

Experience & Education

Position:
Catering Sales Manager at Wishbone/Yonder Restaurant
Title:
Catering Sales Manager
Location:
Greater Chicago Area
Industry:
Restaurants
Work history:
Wishbone/Yonder Restaurant Catering Sales Managersince Aug 2013CMC Consultants Executive RecruiterSep 2010 - Jul 2013
Certifications:
Certified Health and Life Insurance Agent, Sate of Illinois
CFP Professionals
Full Profile

Certified Financial Planners near Lawrence, KS0612182430Overland ParkTopekaOlathe


Certified Financial Planners around Lawrence, KS

Olathe  (5)
Overland Park  (30)
Topeka  (13)

Certified Financial Planners in Kansas

Sub-specializations