Top general tax planning financial advisors in Pahrump, NV

Sariguli Tuersun is a financial advisor at Merrill with Series 65 and Series 63 licenses and five years of industry experience. Her prior roles include positions at Ameriprise Financial Services and work connected to women's health organizations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kaylee Wallentine is a financial advisor at Actuarial Direct LLC with a Series 65 designation and three years of industry experience. She previously worked at the Institute of Applied Actuarial Science and Actuarial Management Corporation. Actuarial Direct LLC provides discretionary portfolio management primarily using ETFs for individual and institutional clients. The firm employs quantitative techniques such as mean-variance optimization and the Black–Litterman model, managing all assets in-house and conducting weekly account reviews.

Teresa Mattson is a financial advisor at Interactive Financial Advisors with a Series 65 designation. She has five years of experience at Ernham LLC and has prior work experience in aviation fuel systems repair and healthcare. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm uses fundamental analysis and Modern Portfolio Theory to build diversified model portfolios and operates a large multi-advisor network with multiple branch offices.

Jeffrey Dye is a financial advisor with Edward Jones, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2020, he worked at Amica Insurance Company from 2017 to 2020 and held roles at Laquinta Inn and Suites and Hallmark Automotive. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Douglas Nelson is a financial advisor with LPL Financial, holding a Series 66 designation and over 23 years of industry experience. His career includes roles at Waddell & Reed Inc and several independent advisory firms. In addition to his advisory work, he owns a business entity called On-Target Planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory and brokerage services supported by model portfolios, third-party subadvisors, and advanced technologies.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Terry Thomason is the sole advisor at Replica Wealth Advisors Inc in Colorado Springs, CO, holding a Series 65 designation with 12 years of industry experience. Prior to founding Replica Wealth Advisors in 2019, he worked at Gradient Advisors, LLC and Mountain Range Financial Advisors from 2014 to 2019. He also operates an affiliated insurance practice, Mountain Range Insurance Advisors, offering life insurance, Medicare, long-term care, and annuity products. Replica Wealth Advisors is an independent, single-advisor firm that provides financial planning and consulting services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes asset allocations and monitors third-party managers who execute trades, while also offering written financial plans and educational workshops.

Deon Blaney is a financial advisor at Private Wealth Management LLC in Las Vegas, NV, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Private Wealth Management LLC since 2005. In addition to his advisory role, he is a self-employed life insurance agent. Private Wealth Management LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, focusing on a small client base with approximately $123 million in assets under management. The firm employs fundamental analysis and tailored portfolios, including stocks, bonds, mutual funds, and ETFs, using a combination of long-term, short-term, and active trading strategies.