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3 advisors near 82937
Out of 400,000+ nationwide
Brady B
CFP®, ChFC®, Series 66
Lyman, WY
Edward Jones
Brady Bevan is a financial advisor at Edward Jones with eight years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior roles include positions at Oregon Trail Bank and Gadbury Construction, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.
Celia G
Series 66
Lyman, WY
Edward Jones
Celia George is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2021. Prior to joining Edward Jones, she was not employed in the financial services industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.
Danilo L
Series 66
Fort Bridger, WY
Wells Fargo Clearing
Danilo Liwanag is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he owns a small business marketing consulting firm and serves as president of a homeowner association. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.
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3 advisors near 82937
Out of 400,000+ nationwide