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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

3,118

Across 856 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 at LPL Enterprise with 41 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. His prior roles include positions at Prudential Insurance Company of America, Allstate Insurance Company, and New York Life Insurance Company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients. The firm offers financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

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

General retirement planning Tax-loss harvesting

Occupation focus

Based on LPL Enterprise

Self-Employed Founder/Business Owner

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Fee options

Fixed

Financial planning and consulting services flat fees typically range from $0 to $15,000, negotiated per client agreement.

Commissions

Commission-based compensation is received through insurance sales and broker-dealer services, including commissions and trails on insurance products and brokerage transactions.

Project-based

Financial planning and consulting services fees can be hourly, typically up to $500 per hour.

Other

Fee-only: Financial planning and consulting services offered for flat fees ranging from $0 up to $15,000 or hourly fees up to $500 per hour, fees negotiated.

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 with eight years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Edward Jones, Marcus & Millichap, Urban Nest Realty, and Coldwell Banker. Rasner has an outside activity as a congressional candidate. Omnivest is an independent, single-advisor firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through discretionary asset management and financial planning. The firm uses a combination of fundamental and technical security analysis alongside Monte Carlo planning to create client-specific portfolios and offers financial planning as a standalone service.

General retirement planning Wealth management
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 at Pinnacle West Asset Management Inc with eight years of industry experience. He worked at Pinnacle West Asset Management from 2007 to 2017. Outside of his advisory role, he serves as president of Wind River Resources Inc, an oil and gas exploration and production company. 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 approach with customized portfolios and strategic asset allocation.

Wealth management Passive / index investing Active portfolio management
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