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Tony Jerome Lantis

Advisor at Kingsview Wealth Management, LLC — Casper, WY

Updated today

Credentials

Series 63, Series 65

Experience

32 years

Location

Casper, WY 82601

Kingsview Wealth Management, LLC logo

Kingsview Wealth Management, LLC

Multi-team

Total advisors

116

Across 71 offices

Clients per advisor

105 Very High

Avg AUM per client

$703,115 Typical

HNW client ratio

18% Typical

About

Tony Lantis is a financial advisor with Kingsview Wealth Management, LLC in Casper, Wyoming, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Kingsview in 2019. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a range of investment instruments and access to alternative investments and third-party managers.

Client services

Based on Kingsview Wealth Management, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Kingsview Wealth Management, LLC

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies

Occupation focus

Based on Kingsview Wealth Management, LLC

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees for financial planning and accounting fees up to $15.00 per quarter or $5.00 per month per account

Percentage

$0 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.00% annually $1,000,001+: 0.75% annually

Commissions

Commission from insurance products and futures trading if IARs are licensed; commissions vary

Project-based

Hourly financial planning fees charged, specific rates not stated

Other

Account minimum: $25,000 Minimum fee: Accounting fee of up to $15.00 per quarter or $5.00 per month per account Fee-only: Financial planning fees starting at $0, negotiable; ongoing consulting fees $500 to $12,500 per quarter, negotiable

Location

See office

Casper, WY

152 North Durbin St, Suite 230

Casper WY 82601

Advisors at this office

2

Most active in

Wyoming

Work history

32 years of industry experience

Kingsview Partners LLC

2019 - Present • 7 years

Grants Pass, OR

Kingsview Wealth Management Llc

2019 - Present • 7 years

Casper, WY

Wells Fargo Clearing

2016 - 2019 • 3 years

Casper, WY

Wells Fargo Advisors Llc

2009 - 2016 • 7 years

Casper, 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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Jessica P

Series 63, Series 65

Casper, WY

WYOU Financial Strategies, LLC

Jessica Pratt is a financial advisor at WYOU Financial Strategies, LLC in Casper, Wyoming, holding the Series 63 and Series 65 designations with six years of industry experience. Her prior roles include positions at Lincoln Financial Advisors, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of financial services, she has experience in entrepreneurship and tattoo arts. WYOU Financial Strategies offers financial planning, coaching, and optional investment management to individuals, families, and business owners. The firm emphasizes a planning-led, coaching-based process using proprietary tools to assist clients in managing cash flow and financial decisions, with investment recommendations provided within the context of financial plans.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
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Brad O

Series 63

Casper, WY

Orr, Brad L.

Brad Orr is the sole advisor at Orr, Brad L., an independent firm based in Casper, WY. He holds a Series 63 designation and has 8 years of industry experience, with a career spanning over 20 years at his current firm. Orr, Brad L. provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite structure and a variety of analytical methods, managing accounts primarily on a discretionary basis.

College savings (529s, UTMA, etc.) General retirement planning General tax planning General estate planning guidance Cash flow / budgeting
user avatar

Reid R

Series 66

Casper, WY

Omnivest

Reid Rasner is a financial advisor at Omnivest with eight years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Edward Jones, Marcus & Millichap, Urban Nest Realty, and Coldwell Banker. Omnivest provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses fundamental and technical analysis along with Monte Carlo planning to model long-term outcomes and maintains a formalized compliance and supervisory structure despite its small size.

General retirement planning Wealth management Tax-loss harvesting Cash flow / budgeting
user avatar

Ricky D

Casper, WY

Senior Tax Advisory Group, Inc.

Ricky Durdahl is a financial advisor with Senior Tax Advisory Group, Inc. in Casper, WY, holding eight years of industry experience. He has been affiliated with Tucker Asset Management LLC since 2016 and is an owner and partner of Retirement Resources, an insurance-related business in Casper, WY. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, utilizing third-party model portfolios managed by Co-advisers. The firm focuses on asset allocation through exchange-traded funds and maintains a high client-to-advisor ratio across its three-advisor team.

Wealth management
user avatar

Arin W

Series 65

Casper, WY

Pinnacle West Asset Management Inc

Arin Wesnitzer is a financial advisor at Pinnacle West Asset Management Inc in Casper, WY, holding a Series 65 designation with three years of industry experience. Prior to joining Pinnacle West Asset Management in 2022, Wesnitzer held positions at Centennial Woods LLC, True Companies, and the University of Wyoming. Pinnacle West Asset Management is an SEC-registered investment management and research firm serving individuals, families, trusts, business entities, charitable foundations, and pension and profit-sharing plans. The firm manages approximately $229.5 million across about 88 client relationships, focusing on a disciplined, long-term buy-and-hold investment strategy centered on strategic asset allocation and customized portfolios.

Wealth management Passive / index investing Active portfolio management
user avatar

Tom C

Casper, WY

Pinnacle West Asset Management Inc

Tom Creager is a financial advisor with Pinnacle West Asset Management Inc and holds nine years of industry experience. He worked at Pinnacle West Asset Management from 2007 to 2017. Outside of advisory work, Creager serves as president of Wind River Resources Inc, an oil and gas exploration and production company. Pinnacle West Asset Management provides discretionary investment management and research for individuals, families, trusts, business entities, charitable foundations, and retirement plans. The firm emphasizes tailored asset-allocation models and long-term, buy-and-hold portfolio management focused on large-cap equities and laddered fixed-income holdings.

Wealth management Passive / index investing Active portfolio management
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