Katrin K Wagner

Advisor at Edward Jones — Gillette, WY W Boxelder Rd

Updated today

Credentials

ChFC®, Series 66

Experience

6 years

Location

Gillette, WY 82718

Edward Jones logo

Edward Jones

Institution

Total advisors

24,266

Across 14,129 offices

Clients per advisor

166 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Katrin Wagner is a financial advisor at Edward Jones with six years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones in 2020, she worked at Pinnacle Bank for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 advisors and managing 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

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Multi-generational wealth transfer General retirement planning

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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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

Gillette, WY W Boxelder Rd

405 W Boxelder Rd Ste C 7

Gillette WY 82718

Advisors at this office

1

Most active in

Wyoming

Work history

6 years of industry experience

Edward Jones

2020 - Present • 6 years

St Louis, MO

Pinnacle Bank

2013 - 2019 • 6 years

Gillette, 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

Nita R

CFP®, Series 63

Gillette, WY

Vantage Point Wealth Management

Nita Rieniets is a CFP® certificant with 39 years of industry experience, currently serving as a financial advisor with LPL Financial since 2017. Prior to joining LPL, she worked for over two decades at Investment Centers of America, Inc. She is based in Gillette, WY. Rieniets is co-owner of Rieniets Financial Planning and serves as an officer of RIENIETS FINANCIAL SERVICES, INC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors and utilizes various model portfolios and third-party subadvisors.

Income planning Retirement income strategy Options & derivatives strategies Wealth management Retired Founder/Business Owner Executive
user avatar

James R

Series 63

Gillette, WY

Vantage Point Wealth Management

James Rieniets is a financial advisor with LPL Financial in Gillette, Wyoming, holding the Series 63 designation and bringing 26 years of industry experience. He previously worked for Investment Centers of America from 2000 to 2017 before joining LPL Financial in 2017. Rieniets is a co-owner of Rieniets Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing model portfolios, third-party subadvisors, and custom strategies within a platform supported by advanced operational and research tools.

Income planning Retirement income strategy Options & derivatives strategies Wealth management Retired Founder/Business Owner Executive
user avatar

Lori H

Series 63, Series 65

Gillette, WY

D.A. Davidson & Co.

Lori Hubbard is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. She has been with the firm since 1996 and holds Series 63 and Series 65 registrations. Outside of her advisory work, she serves as a Notary Public for the State of Wyoming. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
user avatar

Tyler B

Series 66

Gillette, WY

D.A. Davidson & Co.

Tyler Brueckner is a financial advisor with D.A. Davidson & Co. in Gillette, Wyoming, holding a Series 66 designation and 12 years of industry experience. He has been with D.A. Davidson & Co. since 2014. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals

Whitney J

Series 66

Gillette, WY

Lincoln Investment

Whitney Jelinek is a financial advisor with Lincoln Investment, holding a Series 66 designation and nine years of industry experience. Prior to joining Lincoln Investment in 2026, Whitney worked at Edward Jones from 2017 to 2026. Outside of her advisory work, she engages in crocheting through a personal small business, Whitney Stitches. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that develops model portfolios and employs third-party managers.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Founder/Business Owner Mid-Career Professionals Retired
user avatar

Angela C

Series 63, Series 66

Gillette, WY

Empower Advisory Group

Angela Claggett is a financial advisor with Empower Advisory Group in Gillette, Wyoming, holding Series 63 and Series 66 licenses and eight years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients, delivering services through an integrated model linked to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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