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20 advisors near 82935
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Christopher W
CFP®
Rock Springs, WY
One Wealth Map, LLC
Christopher Wurst is a CFP® professional with six years of industry experience. He is currently with One Wealth Map, LLC and previously worked at RubinBrown Advisors LLC and Wealth Management Advisors, Inc. One Wealth Map, LLC is an SEC-registered advisory firm managing approximately $1.1 billion for around 299 clients, including individuals, family trusts, businesses, foundations, and charitable organizations. The firm offers investment supervisory services, portfolio management, and comprehensive financial planning through a planning-driven process that incorporates layered portfolios, tax-aware overlays, and both fundamental and technical analysis.
Doran J
Series 63, Series 65
Rock Springs, WY
J. W. Cole Advisors, Inc.
Doran James is a financial advisor at J.W. Cole Advisors, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 12 years. Outside of his advisory role, he is a partner at Wyoming Wealth Management, LLC, where he is involved in client relations and business continuity. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and various managed account solutions.
Michael M
Series 63, Series 65
Rock Springs, WY
J. W. Cole Advisors, Inc.
Michael Majhanovich is a financial advisor with J.W. Cole Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at LPL Financial, LLC for 12 years before joining J.W. Cole Advisors. Outside of his advisory role, he is a partner in Wyoming Wealth Management and serves as president of Michael Majhanovich, Inc., a corporation focused on tax services. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.
Kristen E
Series 63, Series 66
Rock Springs, WY
Eagle Strategies (NY Life)
Kristen Ellifritz is a financial advisor with Eagle Strategies (NY Life) based in Rock Springs, WY. She holds Series 63 and Series 66 licenses and has eight years of industry experience, including roles at Mountain View Regional Hospital and NYLIFE Securities LLC. Outside of her advisory work, she volunteers as a team manager for the Wyoming Soccer Association. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.
Carol L
Series 66
Rock Springs, WY
Edward Jones
Carol Lee is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. She has held positions at Edward Jones since 2021 and has a work history including roles at C & C Safety Service, Memorial Hospital of Sweetwater County, and Aaron's Water Service Inc. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.
Andrew F
Series 66
Rock Springs, WY
LPL Financial
Andrew Fortuna is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked with LPL Financial since 2021 and has prior experience in various roles including involvement with community organizations such as Rotary of Rock Springs and United Way of Southwest Wyoming. Fortuna has also been engaged in entrepreneurial activities, including ownership of Ken Fortuna LLC and Tuna Holdings LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, allowing advisors to utilize model portfolios, third-party managers, or customized strategies tailored to client needs.
Jared W
Series 66
Rock Springs, WY
LPL Financial
Jared Walker is a financial advisor with LPL Financial in Rock Springs, WY, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, Jason Radakovich, various insurance carriers, and Waddell & Reed Inc. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, delivering services through a large network of investment adviser representatives.
Taylor F
Series 66
Rock Springs, WY
Edward Jones
Taylor Frehner is a financial advisor at Edward Jones in Rock Springs, WY, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, Taylor worked at Key Bank and several credit unions. Outside of advisory work, Taylor is the owner and CEO of two business ventures focused on strategic company development and digital product sales. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of investment advisory programs and affiliated financial products supported by a large nationwide network of advisors and branch offices.
Jennifer D
Series 63, Series 66
Green River, WY
LPL Enterprise
Jennifer Drinkle is a financial advisor at LPL Enterprise with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including J.W. Cole Financial, LPL Financial, and Wells Fargo. Drinkle serves on the board of Cowboys Against Cancer, a nonprofit organization based in Wyoming. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, model portfolio management, and access to third-party asset management programs. The firm operates as both an investment adviser and broker-dealer, allowing its advisors to offer a broad range of securities and insurance products.
Kelsey A
Series 66
Rock Springs, WY
LPL Financial
Kelsey Abbott is a financial advisor with LPL Financial in Rock Springs, Wyoming, holding a Series 66 designation and eight years of industry experience. Her prior work includes roles at Financial Advocates Investment Management and Waddell & Reed. Outside of her advisory work, she serves as a Notary Public in Sweetwater County, Wyoming. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a broad platform accommodating various investment strategies and client needs.
Holli R
Series 66
Rock Springs, WY
LPL Financial
Holli Radakovich is a financial advisor with LPL Financial in Rock Springs, WY, holding the Series 66 designation and 16 years of industry experience. She previously worked at Waddell & Reed Inc and Financial Advocates Investment Management. Radakovich is also involved with the Holy Spirit Catholic Community in Rock Springs. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers various investment solutions supported by an in-house research team and accommodates both advisory and brokerage services through a large network of investment adviser representatives.
Lyndsey D
Series 66
Rock Springs, WY
LPL Financial
Lyndsey Dorman is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. She has worked at LPL Financial since 2021 and previously held roles with Waddell & Reed and various insurance carriers. Outside of finance, she was involved with doTERRA essential oils for eight years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.
Ryan S
CFP®, Series 63
Rock Springs, WY
Edward Jones
Ryan Scott is a CFP® certificant with 25 years of industry experience, currently serving as a financial advisor at Edward Jones in Rock Springs, WY since 2000. Outside of his advisory role, he is involved in agricultural and equestrian activities, including ownership interests in land grazing operations and barrel racing horses. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors nationwide.
Jason R
Series 63, Series 65
Rock Springs, WY
LPL Financial
Jason Radakovich is a financial advisor with LPL Financial in Rock Springs, WY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at LPL Financial since 2017 and previously spent 15 years with Waddell & Reed Inc and various insurance carriers. Radakovich also serves as a board member for NebraskaLand Financial Services, Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.
Ekaterina C
Series 66
Rock Springs, WY
Edward Jones
Ekaterina Candelaria is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has been with Edward Jones since 2021. Prior to her advisory career, she spent eight years engaged in homemaking. 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 and offers a range of investment strategies and affiliated services under a fiduciary standard.
Robert R
Series 66
Green River, WY
Edward Jones
Robert Ross is a financial advisor at Edward Jones in Green River, Wyoming, with seven years of industry experience. He has held his current role since 2018 and previously worked at Enterprise Rent-A-Car. Ross holds the Series 66 designation. 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 and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Matthew V
Series 66
Rock Springs, WY
LPL Financial
Matthew Vesco is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to his advisory role, he was a full-time student at the University of Wyoming and worked at the Rock Springs Family Rec Center. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Justin F
Series 66
Green River, WY
Edward Jones
Justin Flores is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2023. His prior experience includes roles at New York Life, Genesis Alkali, Western Wyoming Community College, the City of Green River, University of Wyoming, and the Green River K-12 School System. 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 wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Robert R
Series 63
Green River, WY
Edward Jones
Robert Ross Jr. is a financial advisor with Edward Jones, holding a Series 63 designation and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is an authorized representative of Uinta Solutions LLC, a commercial real estate holdings business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.
Justin S
Series 66
Rock Springs, WY
Edward Jones
Justin Spicer is a financial advisor at Edward Jones in Rock Springs, Wyoming, with 12 years of industry experience. He has held the Series 66 designation and has been with Edward Jones since 2014. 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 and offers a range of advisory programs and investment strategies, including tax-efficient services and proprietary funds, operating under a fiduciary standard.
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20 advisors near 82935
Out of 400,000+ nationwide