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Certified Financial Planners in Kansas

Certified Financial Planners in Wichita, KS

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Here is a complete list of nearly all experienced Certified Financial Planners in Wichita, KS.

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28 results found

Dennis Lefevre Wichita, KS

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive • Corporate Executive • Vice President • Operations Manager • Bachelors Degree • Associate of Arts • Nurse • Nurse Practitioner

Experience & Education

Position:
Trust and Financial Advisor at Everence Financial Advisors, Certified Financial Planner(tm) at...
Title:
Certified Financial Planner(tm) at Everence, formerly Mennonite Mutual Aid
Location:
Wichita, Kansas Area
Industry:
Financial Services
Work history:
Everence Financial Advisors Trust and Financial Advisorsince Jan 2009Everence, formerly Mennonite Mutual Aid Certified Financial Planner(tm)since Feb 1997
Skills:
Saving for Education, Retirement Planning, Investment Advisory, 401k Rollovers, College Savings...
Full Profile

Brice Lowe Wichita, 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 • Partner • Chief Administrative Officer • Chief Executive • Financial Manager • Sales Person • Inside Sales Representative • Sales Representative

Experience & Education

Position:
Financial Advisor, Moser Lowe Financial Group – Stifel Nicolaus at Stifel Financial Corp.
Title:
Financial Advisor
Location:
Wichita, Kansas
Industry:
Financial Services
Work history:
Stifel Financial Corp. - Wichita, KSFinancial Advisor, Moser Lowe Financial Group – Stifel Nicolaussince Mar 2011Perceptive Software - Shawnee, KSInside Sales RepresentativeJan 2010 - Mar 2011
CFP
Full Profile

Brandon Haag Wichita, KS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Merrill Lynch
Location:
Wichita, Kansas Area
Industry:
Investment Management
Work history:
Merrill Lynch Certified Financial Planner
Full Profile

Bob Martin Wichita, KS

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Owner • Chief Executive • Financial Manager • Law Specialist • Lawyers • Arts and Crafts Specialist • Craft Artist

Experience & Education

Position:
President & Owner at Law Office of Robert G. Martin, LLC, Member at American Academy of Estate...
Title:
President & Owner of the Law Office of Robert G. Martin, LLC
Location:
Wichita, Kansas Area
Industry:
Law Practice
Work history:
Law Office of Robert G. Martin, LLC - Suite 430, R.H. Garvey Bldg, 300 West Douglas, Wichita, KS 67202President & Ownersince Jan 2013American Academy of Estate Planning Attorneys, WealthCounsel, NNEPA Membersince Oct 2011
Skills:
Trusts, Estate Planning, Wealth, Estate Tax Planning, Wills
Full Profile

Trudy Swint Wichita, 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 • Financial Manager

Experience & Education

Position:
CFP®, Financial Advisor at Ameriprise Financial Services
Title:
Financial Advisor at Ameriprise Financial Services
Location:
Wichita, Kansas Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services CFP®, Financial Advisorsince 1989
Full Profile

Mark Brosz Wichita, KS

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Vice President of Sales • Vice President • Chief Executive • Financial Manager • Account Representative • Client Service Officer • Representative • Customer Service

Experience & Education

Position:
VP Sales and Marketing at DeVore and Sons, Inc
Location:
Wichita, Kansas Area
Industry:
Publishing
Work history:
DeVore and Sons, Inc VP Sales and Marketingsince Jun 1991Ameriprise Financial Services, Inc. Personal Financial Planner, Registered RepresentativeAug 1987 - May 1990
Full Profile

Jerry Jones Wichita, KS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Lawyers • Owner • Financial Manager • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Life Insurance Agent • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician

Experience & Education

Position:
Owner at Jones & Company, LLC Financial Services
Title:
Lawyer, Certified Financial Planner Professional
Location:
Wichita, Kansas Area
Industry:
Financial Services
Work history:
Jones & Company, LLC Financial Services Ownersince Jun 2003Law Office of Jerome R. Jones Lawyer1994 - 2004
Full Profile

Don Baxter Wichita, KS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Financial Manager • Marketing Manager • Computer Scientists

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER (TM); SII Investments, Inc. at Baxter & Associates, Inc.; SII...
Title:
CERTIFIED FINANCIAL PLANNER (TM) at Baxter & Associates, Inc.
Location:
Wichita, Kansas Area
Industry:
Financial Services
Work history:
Baxter & Associates, Inc.; SII Investments, Inc. CERTIFIED FINANCIAL PLANNER (TM); SII Investments, Inc.since Jan 1976SII Investments Branch Manager2001 - 2011
Full Profile

John Barton Wichita, KS

Professions & Specialties

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

Experience & Education

Position:
Private Wealth Advisor at CenterPointe Wealth Management with LPL Financial, Inc.
Title:
CERTIFIED FINANCIAL PLANNER TM
Location:
Wichita, Kansas Area
Industry:
Financial Services
Work history:
CenterPointe Wealth Management with LPL Financial, Inc. - Wichita, KSPrivate Wealth Advisorsince Aug 2011Securities America Inc. - Wichita, KSPrivate Wealth Advisor2001 - 2011
Full Profile

David Herl Wichita, KS

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Program Director • Financial Manager • Operations Manager • Non-Profit

Experience & Education

Position:
Certified Public Accountant, Certified Financial Planner at Adams, Brown, Beran & Ball Chtd
Title:
CPA/CFP at ABBB
Location:
Wichita, Kansas Area
Industry:
Financial Services
Work history:
Adams, Brown, Beran & Ball Chtd Certified Public Accountant, Certified Financial Plannersince Jan 1997Developmental Services of Northwest Kansas, Inc. ManagerSep 1989 - Jan 1997
Skills:
Auditing
Full Profile

Rene Cordell Wichita, KS

Professions & Specialties

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

Experience & Education

Position:
Owner at Cordell and Associates, Inc.
Title:
CFP, Cordell Wealth Management
Location:
Wichita, Kansas Area
Industry:
Financial Services
Work history:
Cordell and Associates, Inc. Ownersince 1998U.S. AgBank Vice President1979 - 1998
Full Profile

Victor Schimming Wichita, KS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Registered Principal at FSC Securities Corporation
Title:
Certified Financial Planner/Registered Principal
Location:
Wichita, Kansas Area
Industry:
Financial Services
Work history:
FSC Securities Corporation Registered Principalsince Jul 1983
Full Profile

Stephen Yager Wichita, KS

Professions & Specialties

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

Experience & Education

Position:
Owner at Stephen C Yager, CFP
Title:
Owner, Stephen C Yager, CFP
Location:
Wichita, Kansas Area
Industry:
Financial Services
Work history:
Stephen C Yager, CFP Owner
Full Profile

Karen Wedel Wichita, KS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Registered Principal, CFP at SagePoint Financial Advisors
Location:
Wichita, Kansas Area
Industry:
Financial Services
Full Profile

Steven Yager Wichita, 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, Stephen C Yager, CFP
Location:
Wichita, Kansas Area
Industry:
Financial Services
Full Profile

Blake Allen Wichita, KS

Professions & Specialties

Manager • Operations Manager • Counselor • Advisor

Experience & Education

Position:
Consultant at Kennedy and Coe, LLC
Title:
Manager at Kennedy and Coe, LLC
Location:
Wichita, Kansas Area
Industry:
Investment Management
Work history:
Kennedy and Coe, LLC Consultantsince Jan 2002
Certified Financial Planner
Full Profile

Kari Coultis Wichita, KS

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Vice President • Financial Manager • Operations Manager • Juris Doctor • Master of Accounting • Bachelor of Science • Business Administrator • Advertising Professional • Advertising Sales Agent • Nurse • Nurse Practitioner

Experience & Education

Position:
Attorney/Owner at Coultis Estate & Elder Law, LLC, Member at WealthCounsel, LLC, Member at...
Title:
Attorney and CPA at Coultis Estate & Elder Law, LLC
Location:
Wichita, Kansas Area
Industry:
Law Practice
Work history:
Coultis Estate & Elder Law, LLC Attorney/Ownersince Nov 2009WealthCounsel, LLC Membersince Jan 2010
Skills:
Medicaid, Estate Planning, Elder Law, Trusts, Wills, Family Business, Asset Protection, Estate...
Full Profile

Kris Lewis Wichita, KS

Professions & Specialties

Owner • Chief Executive • Agent • Sales Agent • Sales Representative • Publisher • Publishing Professional

Experience & Education

Position:
Owner at K&K Investments, Owner at Lewis Publications
Title:
Owner at Lewis Publications
Location:
Wichita, Kansas Area
Industry:
Media Production
Work history:
K&K Investments Ownersince Feb 2009Lewis Publications Ownersince May 1999
..the American College for a CFP,certified financial planner,designation
Full Profile

Dana Setchell Wichita, KS

Professions & Specialties

Puchasing and Estimating Manager • Special Education Paraeducator • Instructor • Pedagogue • Educational Assistant Teacher • Teaching Assistant • Volunteer • Coordinator • Non-Profit • Managers • Board Member • Management Team Executive • Operations Manager • Secretary • Special Education Professors • Financial Manager

Experience & Education

Position:
Special Education Paraeducator at Wichita Public Schools, Volunteer - Central Branch Advisory Board ...
Title:
Special Education Paraeducator
Location:
Wichita, Kansas Area
Industry:
Education Management
Work history:
Wichita Public Schools - Hadley Middle SchoolSpecial Education Paraeducatorsince Dec 2011Greater Wichita YMCA Volunteer - Central Branch Advisory Board Membersince Jan 2010
Skills:
Event Planning, Social Media, Marketing, Teaching, Customer Service, Non-profits, Fundraising,...
Financial Planning/CFP Courses
Full Profile

Joe Langley Wichita, KS

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Business Development Manager • Operations Manager • Representative • Financial Manager • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Home National Bank, Trust Business Development Officer Midwest Region at Home...
Title:
Business Development Officer Midwest Region at Home National Bank
Location:
Wichita, Kansas Area
Industry:
Banking
Work history:
Home National Bank Financial PlannerHome National Bank Trust Business Development Officer Midwest Regionsince Feb 1999
Certified Financial Planner
Full Profile

Bob King Wichita, KS

Professions & Specialties

Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Position:
Landlord at B snd C Apts
Location:
Wichita, Kansas Area
Industry:
Real Estate
Work history:
B snd C Apts Landlordsince 2011
Certified Financial Planner
Full Profile

Jerry Juhnke Wichita, KS

Professions & Specialties

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

Experience & Education

Position:
Senior Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Wichita, Kansas Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Senior Financial Advisorsince Aug 1993Ameriprise Financial Services, Inc. Financial AdvisorAug 1977 - Aug 1993
Skills:
Retirement planning, Income and asset management, Tax management, Wealth protection and transfer...
CERTIFIED FINANCIAL PLANNER
Full Profile

Blake Allen Wichita, KS

Professions & Specialties

Puchasing and Estimating Manager • Manager • Operations Manager • Counselor • Advisor • Financial Manager • Actuarial Associate • Insurance Actuary • Statistician

Experience & Education

Position:
Consultant at Kennedy and Coe, LLC
Title:
Manager at Kennedy and Coe, LLC
Location:
Wichita, Kansas Area
Industry:
Investment Management
Work history:
Kennedy and Coe, LLC Consultantsince Jan 2002
and maintain the Certified Financial Planner TM professional design..
Full Profile

Brian Gensch Wichita, KS

Professions & Specialties

Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Employee at Independent Brokerage Firm
Title:
Investments
Location:
Wichita, Kansas Area
Industry:
Financial Services
Work history:
Independent Brokerage Firm Employeesince Feb 2008
Completed Certification for CFP Exam through Kasas State University
Full Profile

Tim Milford Wichita, KS

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Title:
Owner, Flint Hills Financial
Location:
Wichita, Kansas Area
Industry:
Financial Services
CFP at Post Net
Full Profile

Timothy Milford Wichita, KS

Professions & Specialties

Puchasing and Estimating Manager • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Title:
Owner, Flint Hills Financial
Location:
Wichita, Kansas Area
Industry:
Financial Services
CFP at A G Edwards
Full Profile

Greg Scafe Wichita, KS

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Fiduciary • Trust Law Attorney • Lawyers • Master of Business Administration • Bachelor of Science • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager

Experience & Education

Position:
Institutional Wealth Management at INTRUST Bank
Title:
--
Location:
Wichita, Kansas Area
Industry:
Banking
Work history:
INTRUST Bank Institutional Wealth Managementsince Feb 2001Airxcel, Inc. Sales/Sales MgtSep 1983 - Aug 2000
Skills:
Certified Financial Planner (TM)
Full Profile

Alex Ingle Greensboro, NC

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Summer Associate • Law Specialist • Paralegal • Lawyers • Research Assistant • Researcher • Survey Researcher • Bachelor of Arts • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Property Manager • Real Estate Manager • Financial Manager

Experience & Education

Title:
Summer Associate at Haynes and Boone, LLP
Location:
Greensboro/Winston-Salem, North Carolina Area
Industry:
Law Practice
Work history:
Haynes and Boone, LLP - Dallas/Fort Worth AreaSummer AssociateMay 2012 - Jun 2012Wake Forest University - Wake Forest University School of Law, Winston-Salem NCResearch Assistant for Professor Jonathan CardiMay 2011 - May 2012
Skills:
Investments, Legal Writing, Legal Research, Real Estate Transactions, Securities, Microsoft Office, ...
CFP Program
Full Profile




Sub-specializations