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Kris Anthony Thorvaldson

Advisor at LPL Financial — Rawlins, WY

Updated today

Credentials

Series 66

Experience

23 years

Location

Rawlins, WY 82301-5636

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Kris Thorvaldson is a Series 66 licensed financial advisor with 23 years of industry experience. He has been with LPL Financial since 2012 and previously worked at Edward Jones and Cetera Investment Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm supports its network of over 22,800 advisors with diverse investment options and technology tools while overseeing more than $819 billion in discretionary assets.

Client services

Based on LPL Financial

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

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

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

Location

See office

Rawlins, WY

415 W Cedar St

Rawlins WY 82301-5636

Advisors at this office

1

Most active in

California · Texas · Wyoming

Work history

23 years of industry experience

LPL Financial

2012 - Present • 14 years

Rawlins, WY

Edward Jones

2007 - 2012 • 5 years

Cetera Investment Services Llc

2004 - 2006 • 2 years

Rawlinss, 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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Laidry Arian Cegui M

Series 66

Rawlins, WY

Edward Jones

Laidry Arian Cegui Mouelet Nguimbi is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at BP from 2013 to 2018. Outside of advisory work, he serves as the head boys soccer coach at Carbon County School District #1 in Rawlins, WY. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Victor W

Series 66

Rawlins, WY

Edward Jones

Victor Wilkerson is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2020. Prior to his career in finance, he worked for 26 years in the Campbell County School District. Outside of advisory work, he serves as an assistant football coach for the Carbon County School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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