user avatar

Douglas Jason Hockett

Advisor at STIFEL — Sheridan, WY

Updated today

Credentials

Series 63, Series 65

Experience

27 years

Location

Sheridan, WY 82801-3642

STIFEL logo

STIFEL

Institution

Total advisors

3,340

Across 469 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Douglas Hockett is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association from 2015 to 2021. Outside of his advisory role, he serves on the Board of Directors for the RMS Invitational Golf Tournament, a charity event in Wyoming. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Client services

Based on STIFEL

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on STIFEL

General retirement planning Income planning

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Commissions

Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees

Other

Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000

Location

See office

Sheridan, WY

51 Coffeen Avenue, Suite 102

Sheridan WY 82801-3642

Advisors at this office

4

Most active in

Texas · Wyoming

Work history

27 years of industry experience

Stifel Nicolaus & Co Inc

2021 - Present • 5 years

Sheridan, WY

Morgan Stanley Private Bank, National Association

2015 - 2021 • 6 years

New York, NY

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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")