Curt Michael Galitz

Advisor at Edward Jones — Lander, WY Valley View Dr

Updated today

Credentials

Series 66

Experience

6 years

Location

Lander, WY 82520

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,148 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Curt Galitz is a financial advisor at Edward Jones in Riverton, WY, holding a Series 66 designation with six years of industry experience. He joined Edward Jones in 2019 following nine years at Home Source Realty, Inc. Outside of his advisory role, he manages personal rental properties through his involvement with two rental management LLCs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,700 advisors and manages approximately $1.01 trillion in assets under management.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner

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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

Lander, WY Valley View Dr

115 Valley View Dr

Lander WY 82520

Advisors at this office

4

Most active in

Texas · Wyoming

Work history

6 years of industry experience

Edward Jones

2019 - Present • 7 years

St Louis, MO

Home Source Realty, Inc

2010 - 2019 • 9 years

Riverton, WY

Disclosures

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

Business activities & affiliations

Alyssa J

Series 66

Lander, WY

Edward Jones

Alyssa Johnson is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive

Lonnie B

CFP®, ChFC®, Series 66

Lander, WY

Edward Jones

Lonnie Bull is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones in Lander, Wyoming. He has 18 years of industry experience and has been with Edward Jones since 2007. Outside of his advisory role, he is involved as a passive investor in regional startup venture funds. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and has a nationwide network of over 23,700 financial advisors.

Retirement income strategy Charitable giving & philanthropy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Founder/Business Owner

Jason V

Series 63, Series 65, Series 66

Lander, WY

Fidelity

Jason Vick is the Vice President, Wealth Planner at Fidelity Investments, where he has been serving since 2018. In this role, he focuses on assisting high net worth clients to define and build their financial systems. Prior to his current position, Jason held roles at Fidelity including Financial Consultant from 2014 to 2018 and Investment Sales Representative from 2013 to 2014. He began his financial advisory career at Merrill Lynch in 2012. Jason's experience spans over a decade in the financial services sector, covering wealth planning and investment advisory. He applies his extensive industry experience in his work with clients. Outside of his professional responsibilities, Jason engages in personal interests such as biking, cars, outdoor adventures, and parenthood.

Wealth management Financial Professional Parents Established Professionals
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Sheena W

Series 66

Lander, WY

Edward Jones

Sheena Whipp is a Series 66 registered advisor with Edward Jones, where she has worked since 2019. Prior to joining Edward Jones, she spent nine years at Shirts & More, Inc. Her industry experience totals eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Alexandria K

Series 66

Lander, WY

Edward Jones

Alexandria Kentner is a financial advisor with Edward Jones in Lander, WY, holding a Series 66 designation and four years of industry experience. She previously worked at Bank of the West for four years and has experience as a homemaker. Outside of her advisory role, Kentner serves as treasurer for a local taxidermy business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

John S

Series 66

Lander, WY

Edward Jones

John Shade is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2010. Outside of his advisory role, he owns Back Country Sports, a business that allows him to purchase sporting goods at wholesale prices for personal use and for family and friends. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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