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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Gregory Barron (CRD# 1058721) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Manhattan, KS and has over 41 years of experience in the finance industry.
Terry Beeman (CRD# 1015086) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Topeka, KS and has over 42 years of experience in the finance industry.
Synergy Financial Planning is a fee-only, fiduciary practice providing financial advice to clients in all stages of their lives, regardless of net worth or investment amounts.
We offer advice and guidance in a broad range of financial planning areas, which include:
* Retirement planning and lifestyle projections
* Spending in retirement
* College funding
* Getting out of debt/Budgeting
* Risk Analysis (Insurance)
* Investment advice and portfolio design
* Tax efficient investing
* Second opinions
* Planning for early retirement
* Financial planning after the loss of a spouse
Mark Bigler (CRD# 5666318) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Topeka, KS and has over 14 years of experience in the finance industry.
Mathew Bishop (CRD# 4934283) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Manhattan, KS and has over 18 years of experience in the finance industry.
James Bradley (CRD# 4432858) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Manhattan, KS and has over 22 years of experience in the finance industry.
Terrence Breese (CRD# 7037198) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Topeka, KS and has over 5 years of experience in the finance industry.
John Browne (CRD# 1569262) is an Investment Advisor Representative working at Lpl Financial LLC in Manhattan, KS and has over 37 years of experience in the finance industry.
Mark Bucholtz (CRD# 6281331) is an Investment Advisor Representative working at Cornerstone Advisors in Topeka, KS and has over 10 years of experience in the finance industry.
John Burdett (CRD# 1571925) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Topeka, KS and has over 33 years of experience in the finance industry.