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Blaine William Christensen

Advisor at RBC Capital Markets — Casper, WY South Center Street

Updated today

Credentials

CFP®, Series 66

Experience

14 years

Location

Casper, WY 82601-2524

RBC Capital Markets logo

RBC Capital Markets

Institution

Total advisors

3,839

Across 401 offices

Clients per advisor

72 Low

Avg AUM per client

$1,017,425 Very High

HNW client ratio

4% Very Low

About

Blaine Christensen is a CFP® and Series 66-licensed financial advisor with RBC Capital Markets, bringing 14 years of industry experience. He has worked at RBC Capital Markets since 2011 and is currently associated with City National Bank. Christensen serves on the boards of the Casper Rotary Foundation and Concordia Theological Foundation Inc., a charitable institution supporting scholarships for future Lutheran pastors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning services through various advisory programs.

Client services

Based on RBC Capital Markets

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds

Expertise

Based on RBC Capital Markets

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management

Occupation focus

Based on RBC Capital Markets

Executive Founder/Business Owner Retired Financial Professional

Demographic focus

Based on RBC Capital Markets

Approaching retirement HENRY (High Earners, Not Rich Yet)

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Fee options

Fixed

In limited circumstances, fixed dollar amount fee options available for RBC WM Advice Fee, negotiated per client

Percentage

$0 - $25,000: $25,000+:

Other

Account minimum: $25,000 - $600,000 depending on program and strategy Fee-only: RBC Advisor and Portfolio Focus: RBC WM Advice Fee up to 2.50% annually (tiered by asset level, negotiable)

Location

See office

Casper, WY South Center Street

200 South Center Street

Casper WY 82601-2524

Advisors at this office

6

Most active in

Texas · Wyoming

Work history

14 years of industry experience

CITY NATIONAL BANK

2020 - Present • 6 years

Casper, WY

RBC Capital Markets

2011 - Present • 15 years

Casper, WY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jessica P

Series 63, Series 65

Casper, WY

WYOU Financial Strategies, LLC

Jessica Pratt is a financial advisor at WYOU Financial Strategies, LLC in Casper, Wyoming, holding the Series 63 and Series 65 designations with six years of industry experience. Her prior roles include positions at Lincoln Financial Advisors, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of financial services, she has experience in entrepreneurship and tattoo arts. WYOU Financial Strategies offers financial planning, coaching, and optional investment management to individuals, families, and business owners. The firm emphasizes a planning-led, coaching-based process using proprietary tools to assist clients in managing cash flow and financial decisions, with investment recommendations provided within the context of financial plans.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
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Brad O

Series 63

Casper, WY

Orr, Brad L.

Brad Orr is the sole advisor at Orr, Brad L., an independent firm based in Casper, WY. He holds a Series 63 designation and has 8 years of industry experience, with a career spanning over 20 years at his current firm. Orr, Brad L. provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite structure and a variety of analytical methods, managing accounts primarily on a discretionary basis.

College savings (529s, UTMA, etc.) General retirement planning General tax planning General estate planning guidance Cash flow / budgeting
user avatar

Reid R

Series 66

Casper, WY

Omnivest

Reid Rasner is a financial advisor at Omnivest with eight years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Edward Jones, Marcus & Millichap, Urban Nest Realty, and Coldwell Banker. Rasner has an outside activity as a congressional candidate. Omnivest is an independent, single-advisor firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through discretionary asset management and financial planning. The firm uses a combination of fundamental and technical security analysis alongside Monte Carlo planning to create client-specific portfolios and offers financial planning as a standalone service.

General retirement planning Wealth management
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Ricky D

Casper, WY

Senior Tax Advisory Group, Inc.

Ricky Durdahl is a financial advisor with Senior Tax Advisory Group, Inc. in Casper, WY, holding eight years of industry experience. He has been affiliated with Tucker Asset Management LLC since 2016 and is an owner and partner of Retirement Resources, an insurance-related business in Casper, WY. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, utilizing third-party model portfolios managed by Co-advisers. The firm focuses on asset allocation through exchange-traded funds and maintains a high client-to-advisor ratio across its three-advisor team.

Wealth management
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Arin W

Series 65

Casper, WY

Pinnacle West Asset Management Inc

Arin Wesnitzer is a financial advisor at Pinnacle West Asset Management Inc in Casper, WY, holding a Series 65 designation with three years of industry experience. Prior to joining Pinnacle West Asset Management in 2022, Wesnitzer held positions at Centennial Woods LLC, True Companies, and the University of Wyoming. Pinnacle West Asset Management is an SEC-registered investment management and research firm serving individuals, families, trusts, business entities, charitable foundations, and pension and profit-sharing plans. The firm manages approximately $229.5 million across about 88 client relationships, focusing on a disciplined, long-term buy-and-hold investment strategy centered on strategic asset allocation and customized portfolios.

Wealth management Passive / index investing Active portfolio management
user avatar

Tom C

Casper, WY

Pinnacle West Asset Management Inc

Tom Creager is a financial advisor at Pinnacle West Asset Management Inc with eight years of industry experience. He worked at Pinnacle West Asset Management from 2007 to 2017. Outside of his advisory role, he serves as president of Wind River Resources Inc, an oil and gas exploration and production company. Pinnacle West Asset Management is an SEC-registered investment management and research firm serving individuals, families, trusts, business entities, charitable foundations, and pension and profit-sharing plans. The firm manages approximately $229.5 million across about 88 client relationships, focusing on a disciplined, long-term, buy-and-hold investment approach with customized portfolios and strategic asset allocation.

Wealth management Passive / index investing Active portfolio management
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