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Kathleen P

Series 65

Riverton, WY

Fremont Financial Advisors Inc.

Kathleen Parker is a financial advisor at Fremont Financial Advisors Inc. in Riverton, WY, with 13 years of industry experience. She holds a Series 65 designation and has been with Fremont Financial Advisors since 2007. Parker is also licensed to sell life, accident, health, sickness, and disability insurance in Wyoming, dedicating approximately 10% of her time to this area. Fremont Financial Advisors serves small businesses and individual clients, focusing on medium- to high-net-worth households by providing comprehensive financial planning and coordinating with external specialists. The firm facilitates client investment through third-party RIAs and a digital advisory option without directly managing client assets.

Active portfolio management Tax-loss harvesting Passive / index investing Real estate investing Founder/Business Owner
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James P

Series 63, Series 66, Series 65

Riverton, WY

Fremont Financial Advisors Inc.

James Parker is an investment advisor representative at Fremont Financial Advisors Inc. with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and is also involved as an owner in related businesses including Wyoming Benefits, Inc. and Sun Realty Inc., where he is a licensed real estate broker. Fremont Financial Advisors serves small businesses and individual clients, focusing on medium- to high-net-worth households by providing comprehensive financial planning and coordinating outside specialists. The firm acts primarily as a solicitor and asset gatherer, offering clients access to multiple outsourced investment platforms and supporting regular client communication and review processes.

Active portfolio management Tax-loss harvesting Passive / index investing Real estate investing Founder/Business Owner
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