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Jordan Paul Kalinowski

Advisor at Raymond James Financial — Casper, WY E 2nd Street

Updated today

Credentials

Series 63, Series 65

Experience

14 years

Location

Casper, WY 82609

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,974 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Jordan Kalinowski is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Clearing, Bank of America, Merrill Lynch, and BancWest Investment Services. Kalinowski serves on the Finance Council advisory board for St. Patrick's Church in Casper, Wyoming, where he reviews financial statements and maintenance bids. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advice using risk profiling and modeling tools and supports clients through various advisory programs and institutional 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

Casper, WY E 2nd Street

5840 E 2nd Street, Suite 100

Casper WY 82609

Advisors at this office

1

Most active in

Texas · Wyoming

Work history

14 years of industry experience

Raymond James Financial Services, INC.

2025 - Present • 1 year

Casper, WY

Raymond James Financial Services Advisors, Inc.

2025 - Present • 1 year

Casper, WY

Wells Fargo Clearing

2025 - 2025 • 1 year

Casper, WY

Bank of America, NA

2022 - 2025 • 3 years

Casper, WY

Merrill Lynch, Pierce, Fenner & Smith Inc.

2022 - 2025 • 3 years

Casper, WY

BancWest Investments Services, Inc.

2018 - 2022 • 4 years

Casper, WY

Bank Of The West

2018 - 2022 • 4 years

Casper, WY

Sandy Windmer Farmers Agency

2012 - 2018 • 6 years

Casper, WY

Farmers Financial Solutions, LLC

2012 - 2018 • 6 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
user avatar

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 worked previously at LPL Financial, Edward Jones, Marcus & Millichap, Urban Nest Realty, and Coldwell Banker. Omnivest provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses fundamental and technical analysis along with Monte Carlo planning to model long-term outcomes and maintains a formalized compliance and supervisory structure despite its small size.

General retirement planning Wealth management Tax-loss harvesting Cash flow / budgeting
user avatar

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
user avatar

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 with Pinnacle West Asset Management Inc and holds nine years of industry experience. He worked at Pinnacle West Asset Management from 2007 to 2017. Outside of advisory work, Creager serves as president of Wind River Resources Inc, an oil and gas exploration and production company. Pinnacle West Asset Management provides discretionary investment management and research for individuals, families, trusts, business entities, charitable foundations, and retirement plans. The firm emphasizes tailored asset-allocation models and long-term, buy-and-hold portfolio management focused on large-cap equities and laddered fixed-income holdings.

Wealth management Passive / index investing Active portfolio management
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