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93 advisors near
82644
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Out of 400,000+ nationwide
Lane F
Series 66
Casper, WY
RBC Capital Markets
Lane Fanto is a Series 66 licensed advisor at RBC Capital Markets with two years of industry experience. His prior roles include positions at First Interstate Bank and the University of Wyoming. Outside of finance, he has worked in the hospitality industry at Firerock Steakhouse. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable investment strategies and access to both in-house and third-party asset managers.
Theodore G
Series 66
Casper, WY
Cetera
Theodore Grooms is a financial advisor at Cetera with 16 years of industry experience and holds a Series 66 designation. He previously worked at Avantax Advisory Services and 1ST Global Advisors, and maintains a longstanding ownership role in First Western Federal Savings Bank. He serves as chair of the examining committee on the board of directors for Wyoming Trust Co. and acts as trust protector for multiple family trusts. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.
Michael W
Series 66
Casper, WY
Cetera
Michael Weller is a Series 66-licensed financial advisor with six years of industry experience. He currently works at Cetera and operates under the DBAs PMCH Wealth Advisors and Porter, Muirhead, Cornia & Howard, providing wealth management services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a range of program structures.
Matthew W
CFP®, Series 66
Casper, WY
Cetera
Matthew Welsh is a CFP® with five years of industry experience, currently serving as a financial advisor at Cetera. He has held roles with Porter, Muirhead, Cornia & Howard Wealth Advisors and Avantax Insurance Services. Outside of finance, he owns Matt Welsh Photography, providing photography services for events and private clients. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals across wealth levels, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options, discretionary and non-discretionary services, and access to third-party money managers.
Christine S
CFP®, Series 66
Casper, WY
LPL Financial
Christine Stack is a financial advisor with LPL Financial based in Casper, Wyoming, holding the CFP® designation and Series 66 license. She has 19 years of industry experience, including a tenure at Cetera and First Interstate Bank. In addition to her advisory role, she is involved with First Interstate Wealth Management in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.
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.
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.
Casey B
Series 66
Casper, WY
RBC Capital Markets
Casey Bramlet is a financial advisor at RBC Capital Markets with 15 years of industry experience. His work history includes roles at City National Bank, Bank of America, and Merrill Lynch. He holds a Series 66 designation. Bramlet also serves on the fundraising committee for the University of Wyoming's athletic department through Cowboy Joe Club, Inc. RBC Wealth Management, part of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and nonprofits. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, leveraging both in-house and third-party investment managers.
John M
Series 63, Series 65
Casper, WY
Wells Fargo Clearing
John Miracle is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he serves as a limited partner and director at Kemmerer Labarge Royalties and is an advisory board member of the Myra Fox Skelton Foundation, a charitable trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.
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.
Levi G
Series 66
Casper, WY
Edward Jones
Levi Gundlach is a financial advisor with Edward Jones in Casper, Wyoming, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves as Vice President of Gundlach Stock LLC, a small agriculture business involved in farming and livestock. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.
Amanda B
Series 66
Casper, WY
OSAIC
Amanda Branon is a financial advisor at Osaic Wealth, Inc. with 16 years of industry experience. She holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 15 years. Outside of advising, she owns and manages KELD LLC, an entity formed to handle her business expenses and operations. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on diversified portfolios, using proprietary asset-allocation tools and third-party solutions.
Blaine C
CFP®, Series 66
Casper, WY
RBC Capital Markets
Blaine Christensen is a CFP® and Series 66-licensed financial advisor with RBC Capital Markets, bringing 14 years of industry experience. He has worked at RBC Capital Markets since 2011 and is currently associated with City National Bank. Christensen serves on the boards of the Casper Rotary Foundation and Concordia Theological Foundation Inc., a charitable institution supporting scholarships for future Lutheran pastors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored portfolio management and financial planning services through various advisory programs.
Kathy S
Series 63
Casper, WY
OSAIC
Kathy Sasser is a financial advisor with Osaic, holding a Series 63 designation and 42 years of industry experience. She worked at Lincoln Financial Advisors Corporation for 23 years before joining Osaic in 2025. Outside of her advisory role, she owns an LLC that manages a building leased by a wealth management firm in Casper, Wyoming. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a range of brokerage, advisory, and managed account services using firm-provided asset-allocation tools and supports both discretionary and non-discretionary portfolio management.
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.
Brown E
Series 66
Casper, WY
Cetera
Brown Ewing is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. His career includes roles at Avantax Advisory Services and 1st Global Capital, and he is also a shareholder and owner at Porter Muirhead Cornia and Howard CPAs. Outside of advising, he serves on the boards of the Olivia Caldwell Foundation, which supports pediatric cancer research, and the Saint Anthony Tri-Parish School Foundation. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform that incorporates both affiliated and third-party managers.
Scott B
Series 63, Series 66
Casper, WY
Morgan Stanley
Scott Brownell is a financial advisor with Morgan Stanley in Casper, Wyoming, holding Series 63 and Series 66 licenses with 20 years of industry experience. His prior experience includes roles at Bank of America and Merrill Lynch from 2011 to 2022. Outside of his advisory work, he is a minority owner in a family business related to a family ranch and serves as a board member of the Boys & Girls Club of Central Wyoming Foundation. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.
Jennifer O
Series 63
Casper, WY
Edward Jones
Jennifer Owens is a financial advisor with Edward Jones in Casper, Wyoming, holding a Series 63 designation and three years of industry experience. She has spent the majority of her career at Edward Jones, with prior involvement in a small business specializing in homemade crafts. Outside of advising, she creates and sells handmade holiday and decorative items locally on occasion. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.
Jackie B
Series 66
Mills, WY
Thrivent Investment Management
Jackie Breed is a financial advisor with Thrivent Investment Management, holding a Series 66 license and three years of industry experience. Prior to her current role, she worked in veterinary hospital settings and spent time as a homemaker. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive written recommendations across various planning areas without managing implementation directly. The firm’s approach includes goal-based analyses and the option to combine planning with managed-account services under a consolidated billing system called WealthPlan.
Mark G
Series 63, Series 65
Casper, WY
LPL Financial
Mark Gilbertson is a financial advisor with LPL Financial in Casper, Wyoming, holding Series 63 and Series 65 credentials and 16 years of industry experience. Before joining LPL Financial in 2016, he worked at Northwestern Mutual Investment Management from 2014 to 2016. Since 2022, he has also been involved with Nordland Strategies Inc, a business entity used 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, supported by both discretionary and non-discretionary investment strategies.
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Finding advisors...
93 advisors near
82644
within the area shown on the map
Out of 400,000+ nationwide