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Rodney Hunter Schurg

Advisor at LPL Financial — Lander, WY 405 Main Street

Updated today

Credentials

Series 63

Experience

26 years

Location

Lander, WY 82520

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,418 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Rodney Schurg is a financial advisor with LPL Financial, holding a Series 63 designation and with 26 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

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

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

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

Location

See office

Lander, WY 405 Main Street

405 Main Street

Lander WY 82520

Advisors at this office

1

Most active in

Texas · Wyoming

Work history

26 years of industry experience

LPL Financial, llc

2016 - Present • 10 years

Lander, WY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Alyssa J

Series 66

Lander, WY

Edward Jones

Alyssa Johnson is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive

Lonnie B

CFP®, ChFC®, Series 66

Lander, WY

Edward Jones

Lonnie Bull is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones in Lander, Wyoming. He has 18 years of industry experience and has been with Edward Jones since 2007. Outside of his advisory role, he is involved as a passive investor in regional startup venture funds. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and has a nationwide network of over 23,700 financial advisors.

Retirement income strategy Charitable giving & philanthropy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Multi-generational wealth transfer Founder/Business Owner

Curt G

Series 66

Lander, WY

Edward Jones

Curt Galitz is a financial advisor at Edward Jones in Riverton, WY, holding a Series 66 designation with six years of industry experience. He joined Edward Jones in 2019 following nine years at Home Source Realty, Inc. Outside of his advisory role, he manages personal rental properties through his involvement with two rental management LLCs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,700 advisors and manages approximately $1.01 trillion in assets under management.

College savings (529s, UTMA, etc.) Wealth management Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner

Jason V

Series 63, Series 65, Series 66

Lander, WY

Fidelity

Jason Vick is the Vice President, Wealth Planner at Fidelity Investments, where he has been serving since 2018. In this role, he focuses on assisting high net worth clients to define and build their financial systems. Prior to his current position, Jason held roles at Fidelity including Financial Consultant from 2014 to 2018 and Investment Sales Representative from 2013 to 2014. He began his financial advisory career at Merrill Lynch in 2012. Jason's experience spans over a decade in the financial services sector, covering wealth planning and investment advisory. He applies his extensive industry experience in his work with clients. Outside of his professional responsibilities, Jason engages in personal interests such as biking, cars, outdoor adventures, and parenthood.

Wealth management Financial Professional Parents Established Professionals
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Sheena W

Series 66

Lander, WY

Edward Jones

Sheena Whipp is a Series 66 registered advisor with Edward Jones, where she has worked since 2019. Prior to joining Edward Jones, she spent nine years at Shirts & More, Inc. Her industry experience totals eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

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

Series 66

Lander, WY

Edward Jones

Alexandria Kentner is a financial advisor with Edward Jones in Lander, WY, holding a Series 66 designation and four years of industry experience. She previously worked at Bank of the West for four years and has experience as a homemaker. Outside of her advisory role, Kentner serves as treasurer for a local taxidermy business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

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