Top financial advisors in Gillette, 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 need a financial advisor in Gillette, WY when you're navigating complex local tax rules or planning for retirement in a smaller community. Without a clear understanding of regional economic factors, advisors can overlook opportunities or risks unique to your area.
- Local market insight. Confirm how they incorporate Gillette's economic trends and Wyoming's tax environment into your financial plan.
- Retirement income planning. Ask how they manage income streams considering Wyoming's lack of state income tax and potential federal tax implications.
- Experience with regional assets. Check if they understand local real estate and energy sector investments common in Gillette.
- Client communication style. Ensure their approach matches your preference for in-person meetings or digital updates, important in less urban areas.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Nita R
CFP®, Series 63
Gillette, WY
LPL Financial
Nita Rieniets brings 38 years of experience and CFP® certification to clients in Gillette, WY, offering expertise in wealth management, retirement plans for business owners, and tax-loss harvesting. Affiliated with LPL Financial, a large firm, she provides flat-fee financial planning and consulting, distinguishing her with seasoned insight and access to extensive resources compared to smaller local advisors.
Experience: 39 years
Avg account: $399,489
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Nichole A
Series 63
Gillette, WY
Primerica Advisors
Nichole Adams offers expertise in income planning and tax-loss harvesting, which is valuable for managing retirement income in Gillette's unique tax environment. Working with Primerica Advisors, a large firm providing discretionary asset management and model-delivery strategies, she brings 10 years of experience and a 1.74% tiered wrap fee, distinguishing her from advisors at smaller firms or with different fee structures.
Experience: 11 years
Avg account: $228,117
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Tyler B
Series 66
Gillette, WY
D.A. Davidson & Co.
Tyler Brueckner's 12 years of experience and focus on wealth management and retirement income strategy make him well-suited to address Gillette's unique financial landscape, including local tax considerations. Affiliated with the large firm D.A. Davidson & Co., he serves a diverse clientele including high earners and established professionals, offering both advisory and brokerage services under fiduciary standards, which may provide broader options compared to smaller firms.
Experience: 12 years
Avg account: $552,040
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Katrin W
ChFC®, Series 66
Gillette, WY
Edward Jones
Katrin Wagner's expertise in retirement income strategy and wealth management suits clients in Gillette, WY, who need guidance on local tax implications and regional economic factors. Affiliated with Edward Jones, a large firm managing over $1 trillion in assets, she offers a comprehensive advisory program with a fee up to 1.35% annually, benefiting clients seeking robust resources and personalized service in a smaller community.
Experience: 6 years
Avg account: $246,728
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Joshua P
Series 63, Series 65
Gillette, WY
Tlg Advisors, Inc.
Joshua Pierce's decade of experience and Series 63 and 65 licenses equip him to navigate Gillette's unique economic and tax environment, especially through his firm's expertise in wealth management and estate planning. His affiliation with TLG Advisors, a large firm managing $2 billion in assets, offers clients access to diverse services including ERISA fiduciary support and a blend of fundamental and Modern Portfolio Theory investment strategies.
Experience: 11 years
Avg account: $430,112
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