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Lori Jo Hubbard

Advisor at D.A. Davidson & Co. — Gillette, WY

Updated today

Credentials

Series 63, Series 65

Experience

27 years

Location

Gillette, WY 82718

D.A. Davidson & Co. logo

D.A. Davidson & Co.

Enterprise

Total advisors

686

Across 163 offices

Clients per advisor

99 High

Avg AUM per client

$552,040 Typical

HNW client ratio

27% High

About

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.

Client services

Based on D.A. Davidson & Co.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on D.A. Davidson & Co.

Wealth management Retirement income strategy

Occupation focus

Based on D.A. Davidson & Co.

Founder/Business Owner Executive

Demographic focus

Based on D.A. Davidson & Co.

HENRY (High Earners, Not Rich Yet) Established Professionals

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Fee options

Commissions

Brokerage services include commissions; Financial Advisors receive a percentage of production (25%-51%) based on revenue generated including commissions and fees.

Other

Account minimum: $20,000,000 Fee-only: Financial Planning Services fees are negotiable and generally range from $1,500 to $15,000 or more depending on complexity and nature of services.

Location

See office

Gillette, WY

546 Running W Drive

Gillette WY 82718

Advisors at this office

2

Most active in

Texas · Wyoming

Work history

27 years of industry experience

D.A. Davidson & Co.

1996 - Present • 30 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

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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
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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.)
user avatar

Madison R

Series 63, Series 65

Gillette, WY

Eagle Strategies (NY Life)

Madison Robidart is a financial advisor with Eagle Strategies (NY Life) based in Gillette, Wyoming. She holds the Series 63 and Series 65 designations and has five years of industry experience. Prior to her current role, she worked with Summit Ridge Financial Group LLC and NYLIFE Securities LLC. Outside of her advisory work, she is involved with Momtrepreneurs of Wyoming, a networking group where she arranges events and manages a Facebook group. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working closely with defined contribution and benefit plans, charitable, and corporate clients.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Terra N

Series 63, Series 65

Gillette, WY

Cetera Planning Partners

Terra Norton is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining Cetera Planning Partners, she worked at Avantax Insurance Services and ProEquities, Inc. Norton is also a partner and accountant at Above The Line Certified Public Accountants and serves as a volunteer board member for the Women's Resource Center of Northeast Wyoming. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates tax planning, bookkeeping, and estate-planning services within a diversified investment approach tailored to client objectives and risk tolerance.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Joshua P

Series 63, Series 65

Gillette, WY

Tlg Advisors, Inc.

Joshua Pierce is a financial advisor with TLG Advisors, Inc. based in Gillette, Wyoming, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His previous roles include positions at The Leaders Group, Inc., LPL Financial, LLC, and First Northern Bank of Wyoming. Outside of advising, he manages Timber Creek Ranch, where he is involved in cattle feeding and raising calves, and he also engages in public speaking on financial topics. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charities, corporations, and institutional investors. The firm’s investment approach focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering both traditional portfolio management and a digital investment program called Starlight Portfolios.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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