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Brian Douglas Eilers

Advisor at Raymond James Financial — Cheyenne, WY Yellowstone Road

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

27 years

Location

Cheyenne, WY 82009

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,498

Across 2,990 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Brian Eilers is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is associated with Raymond James Financial Services Advisors, Inc. since 2011 and is a part-owner of The Compass Wealth Group, LLC and Brian D Eilers CFP LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA consulting services.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Cheyenne, WY Yellowstone Road

5920 Yellowstone Road

Cheyenne WY 82009

Advisors at this office

3

Most active in

California · Colorado · Texas · Wyoming

Work history

27 years of industry experience

The Compass Wealth Group, LLC

2012 - Present • 14 years

Cheyenne, WY

Brian D Eilers CFP LLC

2012 - Present • 14 years

Colorado Springs, CO

Raymond James Financial Services Advisors, Inc.

2011 - Present • 15 years

Cheyenne, WY

Raymond James Financial Services,inc

2011 - Present • 15 years

Cheyenne, WY

M. J. Smith and Associates

2006 - 2011 • 5 years

Greenwood Village, CO

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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Jonas C

Series 66

Cheyenne, WY

Net Income LLC

Jonas Champion is the sole advisor at Net Income LLC in San Rafael, CA, holding a Series 66 designation with 17 years of industry experience. He is the 100% owner of Sprout Sprawl LLC and JTC International, businesses he has operated concurrently with his advisory role. Net Income LLC provides advisory and financial planning services primarily to individual clients, trusts, estates, and business entities. The firm offers tailored, one-on-one consulting engagements and refers clients to third-party money managers for ongoing portfolio management, generally without exercising discretionary authority over client accounts.

Equity Recipients (RS/RSU, SOP, ESPP) Private / alternative investments Real estate investing Annuities Options & derivatives strategies
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Jennifer F

Series 65

Cheyenne, WY

Para Capital Group, LLC

Jennifer Forster is a financial advisor at PARA Capital Group, LLC, holding a Series 65 credential with one year of industry experience. Her prior roles include positions at Heritage Holdings, EPIQ Capital Group, and Hall Capital Partners. PARA Capital Group provides family office coordination, financial planning, and investment advisory services to individuals and families with complex financial lives. The firm offers collaborative, non-discretionary consulting and emphasizes diversified, passive-oriented liquid portfolios while coordinating among various professional advisors to manage clients' comprehensive financial needs.

Family Business Private / alternative investments Wealth management Cash flow / budgeting
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Miranda E

CFP®, Series 63, Series 65

Cheyenne, WY

Ball & Company

Miranda Eisele is a financial advisor at Ball & Company in Cheyenne, WY, holding a CFP® designation along with Series 63 and Series 65 licenses. She has 14 years of industry experience, including nine years with the firm under its former name, REED & BALL, INC. Eisele has been with Ball & Company since 2012, continuing through its transition to its current form in 2021. Ball & Company Wealth Management serves individual clients, including high net worth households, as well as corporations and business entities, providing comprehensive financial planning, consulting, and discretionary investment management. The firm manages approximately $203 million in assets and employs a multifaceted investment approach incorporating fundamental, technical, and cyclical analysis.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
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Rosalyn B

Series 63, Series 65

Cheyenne, WY

RW Baker Wealth Management Group LLC

Rosalyn Baker is a financial advisor with RW Baker Wealth Management Group LLC in Cheyenne, Wyoming. She holds Series 63 and Series 65 licenses and has 43 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Inc. and RBC Capital Markets Corporation. RW Baker Wealth Management Group provides investment management, comprehensive financial planning, and limited-scope consulting to individuals, high-net-worth clients, and trusts and estates. The firm manages all assets on a non-discretionary basis with an emphasis on diversification, tax efficiency, and low-cost investment options.

Concentrated stock management Charitable giving & philanthropy
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Candice W

Series 65

Cheyenne, WY

RW Baker Wealth Management Group LLC

Candice Wisdom is a financial advisor with RW Baker Wealth Management Group LLC, holding a Series 65 designation and two years of industry experience. She previously worked at Purshe Kaplan Sterling Investments and has experience in the hospitality industry, including a role at Altitude Chophouse & Brewery. Candice is also a Notary Public for the State of Wyoming. RW Baker Wealth Management Group provides investment management, comprehensive financial planning, and limited-scope consulting to individuals, high-net-worth clients, and trusts. The firm manages portfolios on a non-discretionary basis, emphasizing broad diversification, tax efficiency, and low-cost investment options.

Concentrated stock management Charitable giving & philanthropy
user avatar

Klinton K

Series 66

Cheyenne, WY

TCP Asset Management, LLC

Klinton Krieger is a financial advisor with TCP Asset Management, LLC in Cheyenne, WY, holding a Series 66 designation and having 10 years of industry experience. He previously worked at Wells Fargo Clearing Services and has been associated with TCP Asset Management since 2020. In addition to his advisory role, he is also licensed as a non-variable insurance agent. TCP Asset Management provides advisory services to individuals, high-net-worth clients, and pension and profit-sharing plans, offering portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages accounts on a discretionary basis, tailoring allocations to clients’ goals, and utilizes multiple sub-advisers and model providers.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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