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93 advisors near
82609
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Jessica P
Series 63, Series 65
Casper, WY
WYOU Financial Strategies, LLC
Jessica Pratt is a financial advisor at WYOU Financial Strategies, LLC in Casper, Wyoming, holding the Series 63 and Series 65 designations with six years of industry experience. Her prior roles include positions at Lincoln Financial Advisors, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of financial services, she has experience in entrepreneurship and tattoo arts. WYOU Financial Strategies offers financial planning, coaching, and optional investment management to individuals, families, and business owners. The firm emphasizes a planning-led, coaching-based process using proprietary tools to assist clients in managing cash flow and financial decisions, with investment recommendations provided within the context of financial plans.
Brad O
Series 63
Casper, WY
Orr, Brad L.
Brad Orr is the sole advisor at Orr, Brad L., an independent firm based in Casper, WY. He holds a Series 63 designation and has 8 years of industry experience, with a career spanning over 20 years at his current firm. Orr, Brad L. provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite structure and a variety of analytical methods, managing accounts primarily on a discretionary basis.
Reid R
Series 66
Casper, WY
Omnivest
Reid Rasner is a financial advisor at Omnivest with eight years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Edward Jones, Marcus & Millichap, Urban Nest Realty, and Coldwell Banker. Omnivest provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses fundamental and technical analysis along with Monte Carlo planning to model long-term outcomes and maintains a formalized compliance and supervisory structure despite its small size.
Ricky D
Casper, WY
Senior Tax Advisory Group, Inc.
Ricky Durdahl is a financial advisor with Senior Tax Advisory Group, Inc. in Casper, WY, holding eight years of industry experience. He has been affiliated with Tucker Asset Management LLC since 2016 and is an owner and partner of Retirement Resources, an insurance-related business in Casper, WY. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, utilizing third-party model portfolios managed by Co-advisers. The firm focuses on asset allocation through exchange-traded funds and maintains a high client-to-advisor ratio across its three-advisor team.
Arin W
Series 65
Casper, WY
Pinnacle West Asset Management Inc
Arin Wesnitzer is a financial advisor at Pinnacle West Asset Management Inc in Casper, WY, holding a Series 65 designation with three years of industry experience. Prior to joining Pinnacle West Asset Management in 2022, Wesnitzer held positions at Centennial Woods LLC, True Companies, and the University of Wyoming. Pinnacle West Asset Management is an SEC-registered investment management and research firm serving individuals, families, trusts, business entities, charitable foundations, and pension and profit-sharing plans. The firm manages approximately $229.5 million across about 88 client relationships, focusing on a disciplined, long-term buy-and-hold investment strategy centered on strategic asset allocation and customized portfolios.
Tom C
Casper, WY
Pinnacle West Asset Management Inc
Tom Creager is a financial advisor with Pinnacle West Asset Management Inc and holds nine years of industry experience. He worked at Pinnacle West Asset Management from 2007 to 2017. Outside of advisory work, Creager serves as president of Wind River Resources Inc, an oil and gas exploration and production company. Pinnacle West Asset Management provides discretionary investment management and research for individuals, families, trusts, business entities, charitable foundations, and retirement plans. The firm emphasizes tailored asset-allocation models and long-term, buy-and-hold portfolio management focused on large-cap equities and laddered fixed-income holdings.
Lane H
Series 65
Casper, WY
Pinnacle West Asset Management Inc
Lane Hunsicker is a financial advisor at Pinnacle West Asset Management Inc with seven years of industry experience. He holds a Series 65 designation and has worked at Pinnacle West since 2018. Prior to his advisory role, he taught at the University of Wyoming and has longstanding teaching roles at Natrona County High School and CY Junior High. Pinnacle West Asset Management is an SEC-registered firm that provides discretionary portfolio management to individuals, families, trusts, and various entities, managing approximately $229.5 million across about 88 client relationships. The firm follows a disciplined, long-term buy-and-hold investment philosophy focused on strategic asset allocation and customized portfolios, with a notable integration of accounting expertise among its principals.
Jacob A
Series 63, Series 65
Casper, WY
Salus Financial Advisors
Jacob Allen is a financial advisor at Salus Financial Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at CorePath Wealth Partners and Charles Schwab & Co., Inc. before joining his current firm. Salus Financial Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, trusts, estates, charitable organizations, and businesses. The firm manages over $262 million in assets with a five-advisor team, offering primarily long-term, discretionary investment strategies through a variety of instruments and third-party managers.
John L
Series 66
Casper, WY
American Wealth Management, Inc.
John Lutz Jr. is a financial advisor with American Wealth Management, Inc. based in Casper, WY. He holds a Series 66 designation and has 23 years of industry experience. Since 2009, he has been associated with Yellowstone Partners, LLC. American Wealth Management, Inc. is an SEC-registered advisory firm with a team of ten advisors managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm employs a diverse investment approach drawing on economic analysis and various strategies, offering both discretionary and non-discretionary services across multiple custodial platforms.
Alex L
Series 65
Casper, WY
American Wealth Management, Inc.
Alex Lutz is a financial advisor at American Wealth Management, Inc. with three years of industry experience. He holds a Series 65 designation and has worked previously in diverse roles including at Hilltop National Bank and North Platte Physical Therapy. American Wealth Management, Inc. is an SEC-registered advisory firm managing approximately $310 million for individuals, retirement plans, and institutional clients. The firm’s investment approach combines micro- and macroeconomic analysis with fundamental and technical research, offering a range of strategies from long-term buy-and-hold to shorter-term trading and options.
Kendall B
Series 66
Casper, WY
The AmeriFlex Group
Kendall Bryce is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Lincoln Financial Advisors Corporation and OSAIC. He serves on the Casper College Foundation Board. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.
Kelli C
Series 63, Series 66
Casper, WY
The AmeriFlex Group
Kelli Carmichael is an investment advisor at The AmeriFlex Group with 35 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Lincoln Financial Advisors Corporation and Osaic. Carmichael serves as a board member in a volunteer capacity. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.
Thomas B
Series 63, Series 65
Casper, WY
Geneos Wealth Management, Inc.
Thomas Brock is a financial advisor with Geneos Wealth Management, Inc. in Casper, WY, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Geneos Wealth Management since 2013 and also operates Brock Strategic Investments concurrently. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of financial planning and investment advisory services, utilizing various analytic approaches and investment strategies tailored to client needs.
Morgan A
Series 65
Casper, WY
Ashton Thomas Private Wealth
Morgan Amos is a financial advisor at Ashton Thomas Private Wealth with Series 65 registration and four years of industry experience. Prior to joining the firm, he worked in heating and cooling services and homecare. Outside of his advisory role, Morgan owns a business selling antlers and handmade antler products and contributes as a freelance writer for Proven Winners, providing plant descriptions and care instructions. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and expanded family office services. The firm employs a diverse investment approach that includes mutual funds, ETFs, independent managers, and alternative strategies, supported by its Amplify Platform for program management and model design.
Tony L
Series 63, Series 65
Casper, WY
Kingsview Wealth Management, LLC
Tony Lantis is a financial advisor with Kingsview Wealth Management, LLC in Casper, Wyoming, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Kingsview in 2019. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a range of investment instruments and access to alternative investments and third-party managers.
Robert R
Series 66
Casper, WY
Kingsview Wealth Management, LLC
Robert Robinson is a financial advisor at Kingsview Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2019, following tenures at Wells Fargo Clearing and Wells Fargo Advisors from 2006 to 2019. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies.
Jason E
Series 63, Series 65
Casper, WY
Mutual Of Omaha Investor Services, Inc.
Jason Eiler is a financial advisor with Mutual of Omaha Investor Services, Inc. in Casper, WY, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Mutual of Omaha since 2008. Outside of his advisory role, he serves on several local boards including the Qigong Sensory Training Institute, Memorial Hospital Board of Trustees, and Citizens Transportation Advisory Commission, and holds leadership positions at Lighthouse Baptist Church. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting primarily through a platform with Envestnet and Pershing. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.
Michael S
Series 66
Casper, WY
Guardian Life
Michael Schulte is a financial advisor with Primerica Advisors based in Casper, Wyoming, holding a Series 66 designation and 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2013. Schulte serves on the board of directors for Advance Casper, a local community organization. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting through a variety of proprietary and third-party investment programs.
Brenda J
CFP®, Series 63, Series 65
Casper, WY
Focus Partners Wealth, LLC
Brenda Janikowski is a CFP® with 15 years of industry experience, currently with Focus Partners Wealth, LLC. Her prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Asset Strategies, Wealth Advisors Network, and Avantax Advisory Services. Outside of wealth management, she serves as president of PJ Cattle Company, LLC, a cattle ranching business, and is a member of the City of Casper Finance Committee. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, retirement plan consulting, and access to private and registered pooled vehicles. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, focusing on long-term, tax- and fee-sensitive portfolio construction.
Daniel C
Series 63, Series 65
Casper, WY
Eagle Strategies (NY Life)
Daniel Christensen is a financial advisor at Eagle Strategies (NY Life) with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with New York Life and Nylife Securities since 1998. Christensen has entrepreneurial experience, having operated Footprints Financial and spent several years involved with brewing companies. He is also a board member of Central Wyoming Hospice and Transitions, where he participates in committees and fundraising efforts. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, maintaining fiduciary responsibilities for retirement investors.
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93 advisors near
82609
within the area shown on the map
Out of 400,000+ nationwide