Mandi Lewis
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Douglas, WY 82633
Credentials
Series 66
Industry experience
8 years
About
Mandi Lewis is a Series 66 licensed financial advisor with Edward Jones in Douglas, Wyoming, where she has worked since 2017. She has eight years of industry experience, including three years serving in the Wyoming Army National Guard prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Client services
Based on Edward Jones
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Business ownership considerations
Occupation focus
Founder/Business Owner
Professional Athlete
Fee options
$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)
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
106 N 2nd St
Douglas, WY 82633
Most active in
Mandi L has reported serving >5 clients in these states in the last 12 months.
Wyoming
Work history
Edward Jones
2017 - Present (9 years)
Wyoming Army National Guard
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Courtney B
Series 63, Series 65
Douglas, WY
LaSalle St. Investment Advisors, L.L.C.
Courtney Baxter is a financial advisor at LaSalle St. Investment Advisors, L.L.C. with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Commonwealth Financial Network and Merritt Wealth Management. Baxter serves as a board member of the Converse County Library Organization and teaches Investing 101 at Eastern Wyoming College. LaSalle St. Investment Advisors serves individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations with fee-based financial planning and portfolio management services. The firm employs a range of investment strategies, including both active and passive approaches, and manages a substantial portion of its assets on a non-discretionary basis.
Nicole R
Series 66
Douglas, WY
Edward Jones
Nicole Rankin is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")