Financial advisors in Katy, TX

31 match · page 1 of 2

Anthony Burgard
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Simiskey
Financial advisor at Lakes Wealth Advisory, LLC
Lakes Wealth Advisory, LLC · $27M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian McCaffrey
Financial advisor at Gwn Securities Inc.
Gwn Securities Inc. · $4.75B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
C Saacke
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Craig Narum
Financial advisor at Trisperity Advisors, LLC
Trisperity Advisors, LLC · $335.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Deborah Saurage
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Derek Sensenig
Financial advisor at Encompass Advisory Services, LLC
Encompass Advisory Services, LLC · $121.3M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Giao Vo
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Irene Haas
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jacob Anderson
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Janet Montgomery
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Ceyanes
Financial advisor at Encompass Advisory Services, LLC
Encompass Advisory Services, LLC · $121.3M AUM
CFP®VerifiedFinancial planning
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Jason McGarraugh
Financial advisor at Bentoak Capital
Bentoak Capital · $969.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey McCulloch
Financial advisor at Trisperity Advisors, LLC
Trisperity Advisors, LLC · $335.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joann North
Financial advisor at Brookwood Investment Group
Brookwood Investment Group · $1.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Justin Greene
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kyle Flodder
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marco Rimassa
Financial advisor at Beaumont Asset Management, LLC
Beaumont Asset Management, LLC · $365.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Narine Bhola
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paige Arbuckle
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Redrick Fogle
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Becker
Financial advisor at Gwn Securities Inc.
Gwn Securities Inc. · $4.75B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robin Giles
Financial advisor at Apex Wealth Management, LLC
Apex Wealth Management, LLC · $29.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Rudolph Ammer
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Samuelson Drumond
Financial advisor at Drumond Wealth Management
Drumond Wealth Management · $61.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shane Theriot
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Shelbi Chapa
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Wesley Blackmon
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Blackmon
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
William Keel
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Katy, TX

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Katy, TX.

How this list works

Before you hire an advisor in Katy, TX