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Kevin M

Series 63, Series 66

Casper, WY

STIFEL

Kevin Murphy is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Stifel since 2009. Outside of his advisory role, he is a co-owner and manager of an LLC that owns the building where Stifel is the sole tenant. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

General retirement planning Income planning
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Cara L

Series 66

Casper, WY

STIFEL

Cara Litke is a financial advisor at Stifel with six years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2018. Prior to joining Stifel, she held positions at Reliant FCU, Torrid, Laramie Recreation Center, Target, and Gymboree. She is also commissioned as a notary in Wyoming. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

General retirement planning Income planning
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Cole M

Series 66

Casper, WY

STIFEL

Cole Montgomery is a financial advisor with Stifel, holding a Series 66 designation and eight years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at LPL Financial LLC and First Interstate Bank. Outside of his advisory role, Montgomery is active in his community serving as a board member for Visit Casper/Natrona County Travel and Tourism Council, Casa of Natrona County, and the United Way of Natrona County, as well as officiating basketball for the Wyoming High School Officials Association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning, providing clients with tailored recommendations while clients retain discretion over implementation.

General retirement planning Income planning
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Kyle H

Series 66

Casper, WY

STIFEL

Kyle Henriksen is a financial advisor at Stifel with 14 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2011. Outside of his advisory role, he is a partner in an LLC that owns a commercial property in Casper, Wyoming. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutional clients, and charitable organizations. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to deliver planning and asset allocation guidance.

General retirement planning Income planning
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