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Jordan M

Series 66

Casper, WY

LPL Financial

Jordan Malm is a financial advisor with LPL Financial in Casper, Wyoming, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at Platte Valley Bank for four years and has additional experience in law and education. Outside of his advisory role, Malm serves as a basketball referee for the Wyoming Youth Basketball Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing a network of investment adviser representatives and various model portfolios and third-party subadvisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Chadwick K

Series 66

Casper, WY

LPL Financial

Chadwick Keeler is a Series 66 licensed financial advisor with 18 years of industry experience. He is currently with LPL Financial, where he has worked since 2022. His prior experience includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2011 to 2022, as well as Wells Fargo Clearing from 2008 to 2011. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Rick H

Series 63, Series 66

Casper, WY

LPL Financial

Rick Hargrove is a financial advisor with LPL Financial based in Casper, Wyoming, holding Series 63 and Series 66 designations and bringing 40 years of industry experience. His prior experience includes over two decades at Waddell & Reed, Inc., and he has maintained a business entity, Hargrove And Sides LLC, for tax and investment purposes since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a broad network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Shane S

Series 63, Series 65

Casper, WY

LPL Financial

Shane Sides is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with LPL Financial since 2021 and has experience with Hargrove and Sides LLC, T.I.53 LLC, Midwest Welding and Machine Inc., various insurance carriers, and Waddell & Reed, Inc. Outside of financial advising, he is involved in Midwest Welding and Machine Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Cortnie H

CFP®, Series 66

Casper, WY

LPL Financial

Cortnie Hodder is a CFP® certificant and registered representative with LPL Financial, bringing 13 years of industry experience. She previously worked at Mutual Advisors LLC and Mutual Securities Incorporated. Hodder serves as a notary in Casper, WY, and operates Cortnie Hodder Investments LLC for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad array of investment strategies implemented by its network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Brock R

Series 66

Casper, WY

LPL Financial

Brock Rouch is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC from 2015 to 2022. He is also involved with PRPW Holdings LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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