Top financial advisors in Cody, 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 have complex financial goals or significant assets in Cody, WY, you need advisors who understand how to navigate federal tax rules and Wyoming's unique trust and asset-protection laws. A common mistake is working with advisors unfamiliar with these specifics, which can lead to missed opportunities in estate and wealth preservation planning.
- Federal tax focus. Since Wyoming has no state income tax, ask how they optimize your federal tax strategy alongside property and sales tax considerations.
- Trust and asset protection expertise. Confirm their experience with Wyoming's favorable trust laws to safeguard your estate effectively.
- Wealth preservation approach. Look for advisors who tailor plans to low population density areas, addressing unique local financial risks.
- Long-term planning mindset. Ensure they consider how your financial decisions today impact your legacy and future generations.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Timothy M
Series 63, Series 65
Cody, WY
Integrated Wealth Concepts LLC
Timothy Mahieu's 27 years of experience and expertise in equity compensation tax strategy and retirement income planning equip him to address complex financial goals in Cody, WY, including federal tax optimization and wealth preservation. As part of Integrated Wealth Concepts LLC, a large national firm with 452 advisors and $16 billion in assets, he offers flat-fee and hourly financial planning services, distinguishing him with flexible fee structures and broad institutional support.
Experience: 27 years
Avg account: $781,916
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Kelby S
Series 66
Cody, WY
Edward Jones
Kelby Scott's decade of experience and Series 66 designation equip him to address complex financial needs in Cody, WY, including retirement income and multi-generational wealth transfer. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, he offers a program fee up to 1.35% annually and brings local insight through involvement in Wyoming land and cattle business, distinguishing him from other advisors.
Experience: 10 years
Avg account: $246,728
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Diane M
Series 63
Cody, WY
Primerica Advisors
Diane Martin's 38 years of experience in Cody, WY, and her Series 63 designation equip her to address complex financial goals involving federal tax strategies and Wyoming's trust laws. Working with Primerica Advisors, a large firm offering discretionary asset management and a tiered wrap-fee structure, she provides ESG investing, tax-loss harvesting, and income planning, differentiating her through a seasoned approach and curated investment options.
Experience: 38 years
Avg account: $228,117
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Charles W
Series 63, Series 65
Cody, WY
OSAIC
Charles Winninger's 26 years of experience and leadership at OSAIC in Cody, WY, equip him to address complex financial goals involving federal tax strategies and Wyoming's trust laws. His firm’s large scale, comprehensive investment process, and flexible flat-fee structure differentiate him from others by offering tailored planning for high net worth clients and diverse account management expertise.
Experience: 26 years
Avg account: $398,336
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Scott T
Series 66
Glendale, CA
Ameriprise
Scott Trulik's 24 years of experience and Series 66 designation equip him to address complex financial goals in Cody, WY, including wealth management and tax-loss harvesting. Affiliated with LPL Financial, a large firm offering flat-fee planning and diverse investment options, he also brings insights from managing real estate and insurance businesses, distinguishing him from other advisors in the area.
Experience: 25 years
Avg account: $471,167
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