Top financial advisors in Casper, WY
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you're managing wealth in Casper, WY, you might be looking to protect your assets while navigating federal taxes and local property or sales taxes. Without careful planning, it's easy to overlook how Wyoming's unique trust laws and low population density can impact your estate and wealth preservation.
- Federal tax focus. Confirm how the advisor prioritizes federal income tax strategies since Wyoming has no state income tax.
- Trust and estate expertise. Ask about their experience with Wyoming's favorable trust and asset-protection laws.
- Wealth preservation approach. Look for advisors who consider the implications of Wyoming's low population density on your long-term financial plans.
- Property and sales tax planning. Ensure they address local tax considerations that can affect your overall tax burden.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Kendall B
Series 66
Casper, WY
The AmeriFlex Group
Kendall Bryce in Casper, WY, offers expertise in wealth management and retirement income strategy, with 13 years of experience and a Series 66 designation. His firm, The AmeriFlex Group, serves individuals and corporations with flat-fee and hourly pricing, providing portfolio management and retirement plan consulting, which may suit clients seeking comprehensive financial planning with transparent fees.
Experience: 13 years
Avg account: $549,793
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Katelyn B
Series 66
Casper, WY
OSAIC
Katelyn Broome in Casper, WY, offers expertise in annuities and serves diverse clients including executives and retirees, supported by her Series 66 designation. Affiliated with Osaic Wealth, a large firm providing flat-fee financial planning and investment management through the Vision2020 platform, she combines broad service options with flexible fee structures, distinguishing her from advisors with narrower focuses or smaller firms.
Experience: 0 years
Avg account: $398,336
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John L
Series 66
Casper, WY
American Wealth Management, Inc.
John Lutz Jr. in Casper, WY, brings 24 years of experience and a Series 66 designation, working with American Wealth Management, Inc., which manages $310 million and offers diverse investment strategies. His firm provides both discretionary and non-discretionary services with a negotiable fee structure around 1% to 2% annually, making him a seasoned independent advisor capable of addressing complex wealth preservation and tax considerations in Wyoming.
Experience: 24 years
Avg account: $556,364
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Theodore G
Series 66
Casper, WY
Cetera
Theodore Grooms offers expertise in wealth management and tax-loss harvesting, which can help navigate federal tax strategies important in Wyoming's tax environment. His experience includes serving high earners approaching retirement, with flexible flat-fee and hourly consulting options through Cetera, a large firm providing diverse portfolio management solutions, distinguishing him from advisors with narrower service models.
Experience: 16 years
Avg account: $306,089
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Mark G
Series 63, Series 65
Casper, WY
LPL Financial
Mark Gilbertson offers wealth management and tax-loss harvesting expertise in Casper, Wyoming, with 16 years of experience and Series 63 and 65 licenses. Operating through LPL Financial, a large firm, he provides flat-fee financial planning and consulting, which may appeal to clients seeking transparent pricing and access to a broad range of investment and insurance services.
Experience: 16 years
Avg account: $399,489
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