Top financial advisors in Elko, NV
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 facing complex financial decisions in Elko, NV, such as managing investments or planning for retirement, the advisors below can help you navigate these challenges. A common mistake is working with someone who doesn't understand your local market or unique financial landscape.
- Local market knowledge. Confirm how familiar they are with Elko's economic environment and how it affects your financial goals.
- Experience with diverse needs. Ask how they tailor advice for clients at different life stages or income levels in your area.
- Clear fee structure. Understand how they charge for their services to avoid surprises and ensure it fits your budget.
- Communication style. Make sure their approach matches your preferences for updates and decision-making involvement.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Nick K
Series 63, Series 65
Elko, NV
Read & Powell Financial Services, LLC
Nick Konakis offers extensive expertise in wealth management and estate planning, supported by 21 years of experience and local presence in Elko, NV. His firm manages $147 million for a diverse client base using a team approach with fundamental and technical analysis, and offers clear fee options including a 1% AUM fee and hourly planning rates, distinguishing him from other advisors in the area.
Experience: 21 years
Avg account: $290,118
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Jason L
CFP®, ChFC®, Series 63, Series 66
Elko, NV
Edward Jones
Jason Land's 25 years of experience and CFP® and ChFC® designations equip him to address complex financial needs in Elko, NV, including retirement income strategy and charitable giving. As part of Edward Jones, a large full-service firm with diverse advisory programs and a clear fee structure up to 1.35% annually, he offers seasoned guidance tailored to executives, business owners, and retirees.
Experience: 26 years
Avg account: $246,728
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James G
Series 66
Elko, NV
G&S Wealth Management LLC
James Glennon offers wealth management services in Elko, NV, with 17 years of experience and a Series 66 designation, making him well-versed in the local financial landscape. His firm serves individual clients below high-net-worth levels and some corporate clients, using a conservative investment approach and negotiable fees ranging from 0.5% to 1.0% annually, which may appeal to those seeking personalized, transparent financial planning.
Experience: 17 years
Avg account: $134,719
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Daniel G
CFP®, Series 63, Series 66
Elko, NV
Raymond James Financial
Daniel Gillins offers expertise in general retirement and business succession planning, backed by 23 years of experience and CFP® certification, making him well-suited for complex financial decisions in Elko, NV. Operating within Raymond James Financial, a large firm known for a collaborative investment approach, he provides flat-fee and hourly pricing, catering to diverse clients including high-net-worth individuals and organizations.
Experience: 23 years
Avg account: $700,796
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Cassara V
Series 66
Elko, NV
Morgan Stanley
Cassara Voiselle offers general estate planning guidance in Elko, NV, supported by her Series 66 designation and affiliation with Morgan Stanley, a large firm managing $2.74 trillion in assets. Her firm employs structured planning tools like Monte Carlo simulations, providing a data-driven approach that distinguishes her from advisors at smaller firms or with less extensive resources.
Experience: 0 years
Avg account: $670,481
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