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Jude A Watters

Advisor at LPL Enterprise — Casper, WY

Updated today

Credentials

ChFC®, Series 63, Series 65

Experience

41 years

Location

Casper, WY 82601

LPL Enterprise logo

LPL Enterprise

Institution

Total advisors

3,115

Across 872 offices

Clients per advisor

33 Very Low

Avg AUM per client

$239,757 Very Low

HNW client ratio

22% Typical

About

Jude Watters is a financial advisor with LPL Enterprise holding the ChFC® designation, Series 63, and Series 65 licenses. He has 41 years of industry experience, including prior roles at Prudential Insurance Company of America, Pruco Securities, LLC, Allstate Insurance Company, and New York Life Insurance Company. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, insurance products, and affiliated trust and lending services.

Client services

Based on LPL Enterprise

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Enterprise

Tax-loss harvesting

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services through LPLE where commissions and trails are earned; commissions on sales of insurance products.

Project-based

Up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning and consulting fees typically range from $0 to $15,000 or up to $500 per hour, may be flat or hourly fees as negotiated; fees may be discounted or complimentary.

Location

See office

Casper, WY

152 N Durbin St., Suite 319

Casper WY 82601

Advisors at this office

1

Most active in

Wyoming

Work history

41 years of industry experience

LPL Enterprise

2024 - Present • 2 years

Casper, WY

Prudential Insurance Company of America

2020 - Present • 6 years

Englewood, CO

Pruco Securities, LLC.

2020 - 2024 • 4 years

Englewood, CO

Allstate Insurance Company

2017 - 2020 • 3 years

Casper, WY

Jude A Watters Insurance, Investments & Retirement Planning Inc

2017 - 2020 • 3 years

Casper, WY

Eagle Strategies Corp

2002 - 2017 • 15 years

Casper, WY

Nylife Securities Inc.

1985 - 2017 • 32 years

Casper, WY

New York Life Ins. Co.

1984 - 2017 • 33 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

user avatar

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
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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 in Casper, Wyoming, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Marcus & Millichap, Urban Nest Realty, and Coldwell Banker. Omnivest provides discretionary asset management and comprehensive financial planning services to individuals, high net worth clients, trusts, estates, and business entities. The firm combines fundamental and technical analysis with Monte Carlo planning and operates on a discretionary basis, delivering portfolio management and fixed-scope financial plans.

General retirement planning
user avatar

Ricky D

Casper, WY

Senior Tax Advisory Group, Inc.

Ricky Durdahl is a financial advisor at Senior Tax Advisory Group, Inc. with nine years of industry experience. He previously worked at Tucker Asset Management LLC for eight years and has been involved with Retirement Resources since 1982, where he is an owner and partner in an insurance-related business. Senior Tax Advisory Group, Inc. serves individual clients, including high-net-worth individuals, by recommending and monitoring third-party advisers who manage client accounts. The firm employs a model-based, asset-allocation approach primarily using exchange-traded funds and manages approximately $122.8 million in assets.

Wealth management
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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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