Casper, WY Office

Team
Updated today

Client AUM

$8,537,924,971

Clients

12,143

Advisors

2

Of 116 advisors across 71 offices

Location

152 North Durbin St, Suite 230

Casper WY 82601

Advisors at this office

2

Advisors at this office

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Tony L

Series 63, Series 65

Casper, WY

Kingsview Wealth Management, LLC

Tony Lantis is a financial advisor with Kingsview Wealth Management, LLC in Casper, Wyoming, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Kingsview in 2019. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a range of investment instruments and access to alternative investments and third-party managers.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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Robert R

Series 66

Casper, WY

Kingsview Wealth Management, LLC

Robert Robinson is a financial advisor at Kingsview Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2019, following tenures at Wells Fargo Clearing and Wells Fargo Advisors from 2006 to 2019. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies.

College savings (529s, UTMA, etc.) Tax strategies for small businesses Options & derivatives strategies Founder/Business Owner Retired
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