Claire Elizabeth Barnes

Advisor at Edward Jones — Sheridan, WY Odell Ct

Updated today

Credentials

Series 66

Experience

2 years

Location

Sheridan, WY 82801-4467

Edward Jones logo

Edward Jones

Institution

Total advisors

24,161

Across 14,149 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Claire Barnes is a financial advisor with Edward Jones in Sheridan, Wyoming, holding a Series 66 credential and approximately two years of industry experience. She has previous experience as the owner and copywriter of Far Flung Writing, LLC, a marketing consulting business. Barnes also worked at Northern Wyoming Community College District for five years and had an earlier tenure with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including both discretionary and non-discretionary strategies under a fiduciary standard.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy College savings (529s, UTMA, etc.) Planning for children with special needs Multi-generational wealth transfer General retirement planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

Demographic focus

Intergenerational Families

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Sheridan, WY Odell Ct

1408 Odell Ct Ste B

Sheridan WY 82801-4467

Advisors at this office

2

Most active in

Texas · Wyoming

Work history

2 years of industry experience

Edward Jones

2024 - Present • 2 years

St. Louis, MO

Far Flung Writing, LLC

2022 - 2024 • 2 years

Buffalo, WY

Northern Wyoming Community College District

2017 - 2022 • 5 years

Sheridan, WY

Wyoming Wilderness Association

2017 - 2017 • 1 year

Sheridan, WY

Edward Jones

2016 - 2017 • 1 year

Saratoga, WY

Disclosures

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

Business activities & affiliations

user avatar

Vikash M

CFA®

Sheridan, WY

Nemo Capital

Vikash Mathura is a CFA® charterholder and the sole advisor at Nemo Capital with five years of industry experience. He previously worked at TIM Partners KK from 2016 to 2019 and has been with Tyton Wealth since 2019. In addition to his advisory role, Mathura consults on cryptocurrencies through his company, Tsuru Capital LLC, based in Tokyo, Japan. Nemo Capital provides ongoing portfolio management primarily to individual and high-net-worth clients, employing a global macro investment approach that includes a broad range of instruments such as non-U.S. securities, commodities, and options. The firm operates as a solo independent advisor with a small client base and offers customized investment policies and quarterly reporting.

Options & derivatives strategies Real estate investing Passive / index investing
user avatar

Alissa S

CFP®, Series 63, Series 66

Sheridan, WY

Pride of the West Financial, LLC

Alissa Sykes is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Pride of the West Financial, LLC in Sheridan, WY. Her prior roles include positions at State of Wyoming, Richey May & Co, Bank of America, Merrill Lynch, Securities America, and Charles Schwab. Pride of the West Financial manages discretionary assets primarily for individuals and families, offering investment advisory, comprehensive financial planning, and budgeting assistance. The firm employs a long-term investment approach based on fundamental analysis supplemented by technical and third-party research and maintains operational practices that include individualized trade execution and direct client proxy solicitation.

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

Kristin H

Series 65

Sheridan, WY

Cypress Capital Management, LLC

Kristin Herbst is a financial advisor at Cypress Capital Management, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Cypress Capital Management since 2011. The firm provides discretionary investment management and financial planning services for individuals, high-net-worth clients, retirement accounts, trusts, foundations, small businesses, and corporations. Cypress Capital Management employs a full-cycle investment approach that incorporates macroeconomic analysis and a variety of equity-focused strategies, including preferred stocks, closed-end funds, ETFs, and covered-call option writing, while generally avoiding bond allocations.

Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Retired
user avatar

Cristine C

Series 63, Series 65

Sheridan, WY

SAGE 360 Advisors LLC

Cristine Calkins is the principal advisor at Goose Valley Consulting, LLC, an independent firm based in Sheridan, Wyoming. She holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to founding Goose Valley Consulting, she worked at Frontier Asset Management for twelve years. Outside of financial advising, she owns and operates Goose Valley Consulting, a non-investment business, and manages an Airbnb property in Sheridan. Goose Valley Consulting serves a small number of clients, including individuals, high-net-worth individuals, and trusts, focusing on written financial plans, one-time consultations, and as-needed advice rather than ongoing portfolio management. The firm uses fundamental analysis to develop tailored plans and refers clients to third-party money managers when active asset management is desired.

Active portfolio management Options & derivatives strategies Real estate investing
user avatar

Matthew E

Series 66

Sheridan, WY

Cypress Capital Management, LLC

Matthew Ebzery is a financial advisor at Cypress Capital Management, LLC with 18 years at the firm and 12 years of industry experience. He holds a Series 66 designation. Outside of his advisory work, he serves on the board of the Wyoming State Golf Association and is a trustee of the Ilsley Foundation. He also has ownership interests in several non-investment-related local businesses, including a restaurant and an oil company. Cypress Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement accounts, trusts, foundations, small businesses, and corporations. The firm employs a full-cycle investment approach based on macroeconomic analysis and uses a variety of equity-focused strategies, including private placements and IPOs.

Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Retired
user avatar

James S

CFP®, CFA®, Series 65

Sheridan, WY

Elevate Wealth Management

James Shellenberger is a CFP®, CFA®, and holds a Series 65 license with eight years of experience in the financial industry. He has worked at Frontier Asset Management since 2015 and joined Elevate Wealth Management in 2025, where he currently serves as an advisor. Elevate Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, retirement plans, and select institutions. The firm employs diversified strategic and tactical asset allocation with a range of investment options, including impact and ESG strategies, and maintains formal affiliations and procedures for manager due diligence.

Private / alternative investments ESG / Sustainable investing Real estate investing Founder/Business Owner Retired Values-based investing
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