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Certified Financial Planners in Kansas

Certified Financial Planners in Topeka, KS

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13 results found

Angie Herbers Topeka, KS

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Editorial Writer • Reporter • Advisor • Chairperson • Financial Manager • Chief Executive • Psychologist • Family Practitioner • General Practitioner • Training and Coaching Professional • Professional Development Teacher • Psychology Specialist • Physician

Experience & Education

Position:
Facility member for CFP® registered undergraduate, graduate and doctoral programs at Kansas S...
Location:
Topeka, Kansas Area
Industry:
Professional Training & Coaching
Work history:
Kansas State University Facility member for CFP® registered undergraduate, graduate and doctoral programssince Nov 2009Investment Advisor Magazine Monthly Columnistsince Feb 2005
Skills:
Consulting, Coaching, Goal Setting, Goal Achievement, Strategic Planning, Firm Culture, Client...
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Craig Friedrichsen Topeka, KS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Investment Advisor Representative at ING Financial Partners, Certified Financial Planner at ING...
Title:
Certified Financial Planner at ING Financial Partners
Location:
Topeka, Kansas Area
Industry:
Financial Services
Work history:
ING Financial Partners Investment Advisor Representativesince Oct 2008ING Financial Partners - Topeka, Kansas AreaCertified Financial Plannersince Oct 2008
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Ann Coulson Topeka, KS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager • Doctor of Philosophy • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Member Manager at L. Ann Coulson, Ph.D., CFP, L.L.C.
Location:
Topeka, Kansas Area
Industry:
Financial Services
Work history:
L. Ann Coulson, Ph.D., CFP, L.L.C. Member Manager
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Laurie Johnson Topeka, KS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Consumer Goods Professional • Commodities Clerk • Training Specialist • Workforce Development Specialist • Training and Development • Financial Manager

Experience & Education

Position:
Administrative Assistant at Bob Schwarz, CFP
Location:
Topeka, Kansas Area
Industry:
Consumer Goods
Work history:
Bob Schwarz, CFP Administrative Assistantsince Apr 2011Hill's Pet Nutrition Training Specialist1989 - 2011
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Polly Stoecklein Topeka, KS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Owner, CFP at Stoecklein Financial Serivces
Location:
Topeka, Kansas Area
Industry:
Financial Services
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Dustin Furrey Topeka, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Operations Manager • Financial Manager

Experience & Education

Position:
Independent Financial Advisor at Raymond James, Independent Financial Advisor at Keating &...
Location:
Topeka, Kansas Area
Industry:
Financial Services
Work history:
Raymond James Independent Financial Advisorsince Jul 2009Keating & Associates, Inc. Independent Financial Advisorsince Mar 2008
Skills:
Retirement planning, investment advice, estate planning and cash-flow analysis for individuals and...
CFP Board certified curriculum focused on the five..
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Brad Johnson Topeka, KS

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President of Marketing • Vice President • Chief Executive • Counselor • Advisor • Relationship Manager • Account Service Manager • Client Service Officer • Educator • Education Professional • Instructor • Customer Service • Advertising Sales Agent

Experience & Education

Position:
Vice President of Marketing | Elite Financial Advisor Mentor | Insurance Marketing Strategist at...
Title:
Consultant to World-Class Financial Advisors | Marketing Strategist | Vice President of Marketing at Advisors Excel
Location:
Topeka, Kansas Area
Industry:
Insurance
Work history:
Advisors Excel - Topeka, KansasVice President of Marketing | Elite Financial Advisor Mentor | Insurance Marketing Strategistsince Mar 2007Advisors Excel Lead Generation & Client Relationship Manager | Financial Marketing Educatorsince 2007
Skills:
Personal Finance, Marketing Strategy, Business Strategy, Insurance, Fixed Annuities, Indexed...
CFP Professionals
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Debra Wood Topeka, KS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Agent • Sales Representative • Educator • Education Professional • Instructor • Coordinator • Managers • Psychologist • Psychology Specialist • Financial Manager

Experience & Education

Position:
Family Resource Management Agent at Central Kansas Extension District
Title:
County Extension Agent at K-State Research and Extension
Location:
Topeka, Kansas Area
Industry:
Education Management
Work history:
Central Kansas Extension District - Salina, KSFamily Resource Management Agentsince Jan 2013K-State Research and Extension Geary County Extension EducatorMay 2010 - Jan 2013
Skills:
Personal Finance, Retirement Planning, Savings, Public Speaking, Teaching, Leadership Development,...
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Chelsy Parsons Topeka, KS

Professions & Specialties

Supporting Member • Administrative Associate • Team Member • Administrative Clerk • Clerical Specialist • Branch Manager • Field Marketing Specialist • Marketing Administrator • Psychologist • Marketing Manager • Psychology Specialist

Experience & Education

Position:
Manhattan Branch Manager at Housing and Credit Counseling, Inc.
Title:
Seeking paraplanner/associate career opportunities in the financial planning industry in Denver.
Location:
Topeka, Kansas Area
Industry:
Higher Education
Work history:
Housing and Credit Counseling, Inc. - Manhattan, KSManhattan Branch Managersince Mar 2012Stewart Advisory Services - Manhattan, KSAdministrative AssistantMay 2011 - Feb 2012
Certified Financial Planner,CFP,
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Matthew Neuman Topeka, KS

Professions & Specialties

Vice President of Marketing • Vice President • Chief Executive • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President of Marketing at Advisors Excel, LLC, Advisory Board Consultant at Senior Market Advisor
Title:
Vice President of Marketing, "The Advisor's Advisor"
Location:
Topeka, Kansas Area
Industry:
Financial Services
Work history:
Advisors Excel, LLC Vice President of Marketingsince Aug 2005Senior Market Advisor Advisory Board Consultantsince Sep 2010
Certifications:
CrossFit Level 1 (CF-L1) Trainer, CrossFit
Completed 4 of 6 Certified Financial Planner,CFP,courses
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Gabrielle Thompson Topeka, KS

Professions & Specialties

Independent Contractor • Contractor • Owner • Chief Executive • Attorney At Law • Law Specialist • Conservator • Lawyers • Independent Business Owners

Experience & Education

Position:
Owner at Gabrielle M. Thompson, Attorney at Law, Sole Proprietor at Gabrielle M. Thompson, Attorney ...
Title:
Sole Proprietor at
Location:
Topeka, Kansas Area
Industry:
Law Practice
Work history:
Gabrielle M. Thompson, Attorney at Law Ownersince Jul 2007Gabrielle M. Thompson, Attorney at Law Sole Proprietorsince 2007
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Kevin Payne Topeka, KS

Professions & Specialties

Puchasing and Estimating Manager • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Representative • Financial Manager • Animal Caretaker • Psychology Specialist

Experience & Education

Position:
Owner at Payne Financial Services, Inc.
Title:
Owner, Payne Financial Services, Inc.
Location:
Topeka, Kansas Area
Industry:
Financial Services
Work history:
Payne Financial Services, Inc. OwnerNew York Life AgentAug 1994 - Aug 2008
CFP
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Danielle Marten Topeka, KS

Professions & Specialties

Puchasing and Estimating Manager • Computer Software Professional • Software Developers • Program Director • Operations Manager • Network Systems Administrator • Computer Network Professional • Network Administrator • Financial Manager • Community Service Manager • Bachelor of Science • Government Administration Professional

Experience & Education

Position:
Bureau of Traffic Safety & Technology at KDOT
Location:
Topeka, Kansas Area
Industry:
Computer Software
Work history:
KDOT Bureau of Traffic Safety & Technologysince Feb 2013KDOT Program ManagerSep 2008 - Feb 2013
Skills:
Project Management, SharePoint, Project Planning, Process Improvement, Certified Financial Planner, ...
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