Top financial advisors in Cheyenne, 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.
You might be considering a financial advisor in Cheyenne, WY if you're navigating complex financial decisions or planning for long-term goals. A common pitfall is working with an advisor who doesn't fully understand your local economic environment and tax implications, which can lead to missed opportunities or unexpected costs.
- Local market insight. Confirm how familiar they are with Wyoming's tax rules and economic factors that affect your financial plan.
- Experience with regional investments. Ask about their approach to investments that perform well in the Cheyenne area or similar markets.
- Customized risk management. Ensure they tailor risk strategies to your personal situation, considering local job markets and cost of living.
- Clear communication. Look for advisors who explain complex financial concepts in plain language, helping you make informed decisions.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Colin P
Series 66
Cheyenne, WY
LPL Financial
Colin Prestesater offers expertise in business exit strategies and tax-loss harvesting, which can be crucial for self-employed individuals and business owners in Cheyenne, WY. Affiliated with Primerica Advisors, a large firm, he provides flat-fee financial planning and consulting, supported by seven years of industry experience and a Series 66 license, distinguishing him from advisors with different fee structures or specialties.
Experience: 7 years
Avg account: $399,489
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Karlynn Q
Series 66
Cheyenne, WY
Wells Fargo Clearing
Karlynn Quist offers financial advisory services in Cheyenne, WY, backed by 16 years of experience and a Series 66 designation, making her well-equipped to navigate local economic factors and tax implications. Affiliated with Wells Fargo Clearing, a large firm known for retirement plan consulting and an IPS-driven approach, she serves high-net-worth clients with a flat-fee structure, differentiating her from advisors with different fee models or client focuses.
Experience: 16 years
Avg account: $475,575
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Rosalyn B
Series 63, Series 65
Cheyenne, WY
RW Baker Wealth Management Group LLC
Rosalyn Baker offers extensive expertise in Cheyenne, WY, with 43 years of experience and a focus on concentrated stock management and charitable giving. Her firm emphasizes tax efficiency and diversification, managing assets non-discretionarily with flat-fee and hourly pricing options, which may appeal to clients seeking transparent fees and personalized investment strategies in the local market.
Experience: 43 years
Avg account: $684,392
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Brian L
ChFC®, Series 63, Series 65
Cheyenne, WY
LPL Financial
Brian Lenell's 27 years of experience and ChFC® designation equip him to navigate Cheyenne's financial landscape, including tax-loss harvesting and retirement plans for business owners. Operating within LPL Financial, a large firm with extensive research support, he offers flat-fee financial planning, distinguishing him from advisors who may charge hourly or lack access to broad institutional resources.
Experience: 27 years
Avg account: $399,489
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Brendan A
Series 66
Cheyenne, WY
RBC Capital Markets
Brendan Ames offers financial advice in Cheyenne, WY, with expertise in tax-loss harvesting, ESG investing, and wealth management, which suits clients navigating local tax and investment landscapes. Affiliated with RBC Capital Markets, a large firm providing flat-fee options and diverse advisory programs, he brings a unique background including public service and real estate, differentiating him from other advisors with his broad experience and firm resources.
Experience: 2 years
Avg account: $1,017,425
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