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10 advisors near
82520
within the area shown on the map
Out of 400,000+ nationwide
Alyssa J
Series 66
Lander, WY
Edward Jones
Alyssa Johnson is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.
Lonnie B
CFP®, ChFC®, Series 66
Lander, WY
Edward Jones
Lonnie Bull is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones in Lander, Wyoming. He has 18 years of industry experience and has been with Edward Jones since 2007. Outside of his advisory role, he is involved as a passive investor in regional startup venture funds. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and has a nationwide network of over 23,700 financial advisors.
Curt G
Series 66
Lander, WY
Edward Jones
Curt Galitz is a financial advisor at Edward Jones in Riverton, WY, holding a Series 66 designation with six years of industry experience. He joined Edward Jones in 2019 following nine years at Home Source Realty, Inc. Outside of his advisory role, he manages personal rental properties through his involvement with two rental management LLCs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large national presence with over 23,700 advisors and manages approximately $1.01 trillion in assets under management.
Jason V
Series 63, Series 65, Series 66
Lander, WY
Fidelity
Jason Vick is the Vice President, Wealth Planner at Fidelity Investments, where he has been serving since 2018. In this role, he focuses on assisting high net worth clients to define and build their financial systems. Prior to his current position, Jason held roles at Fidelity including Financial Consultant from 2014 to 2018 and Investment Sales Representative from 2013 to 2014. He began his financial advisory career at Merrill Lynch in 2012. Jason's experience spans over a decade in the financial services sector, covering wealth planning and investment advisory. He applies his extensive industry experience in his work with clients. Outside of his professional responsibilities, Jason engages in personal interests such as biking, cars, outdoor adventures, and parenthood.
Sheena W
Series 66
Lander, WY
Edward Jones
Sheena Whipp is a Series 66 registered advisor with Edward Jones, where she has worked since 2019. Prior to joining Edward Jones, she spent nine years at Shirts & More, Inc. Her industry experience totals eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.
Alexandria K
Series 66
Lander, WY
Edward Jones
Alexandria Kentner is a financial advisor with Edward Jones in Lander, WY, holding a Series 66 designation and four years of industry experience. She previously worked at Bank of the West for four years and has experience as a homemaker. Outside of her advisory role, Kentner serves as treasurer for a local taxidermy business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.
John S
Series 66
Lander, WY
Edward Jones
John Shade is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2010. Outside of his advisory role, he owns Back Country Sports, a business that allows him to purchase sporting goods at wholesale prices for personal use and for family and friends. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.
Rodney S
Series 63
Lander, WY
LPL Financial
Rodney Schurg is a financial advisor with LPL Financial, holding a Series 63 designation and with 26 years of industry experience. He has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.
William S
Series 66
Lander, WY
Edward Jones
William Shade is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior work includes roles with Friends of John Barrasso, Hageman for Wyoming, the United States House of Representatives, and Central Wyoming College. Edward Jones is a full-service wealth management firm serving more than 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.
Robert S
Series 63, Series 66
Lander, WY
Morgan Stanley
Robert Stolar is a financial advisor with Morgan Stanley in Lander, Wyoming, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a director for Schnitzer Investment Corp, a privately held company focused on real estate and shipping. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using firm-approved tools and supports a broad range of retail and institutional investment products.
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Finding advisors...
10 advisors near
82520
within the area shown on the map
Out of 400,000+ nationwide