Cheyenne, WY West 17th Street Office

Team
Updated today

Client AUM

$280,746,088,986

Clients

275,938

Advisors

8

Of 3,839 advisors across 402 offices

Location

200 West 17th Street, Suite 100

Cheyenne WY 82001-4595

Advisors at this office

8

Advisors at this office

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Joseph M

Series 63, Series 65

Cheyenne, WY

RBC Capital Markets

Joseph Marek is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with RBC since 2008. Outside of his advisory role, he has served on nonprofit and community boards, including the Laramie County Library Foundation and local homeowners and property management associations. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies implemented through a combination of in-house and third-party managers, offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Cassandra D

Series 66

Cheyenne, WY

RBC Capital Markets

Cassandra Driver is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds the Series 66 designation and has been with RBC Wealth Management since 2004. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and a range of portfolio management and financial planning services.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Jacqueline G

ChFC®, Series 63, Series 66

Cheyenne, WY

RBC Capital Markets

Jacqueline Georgio is a financial advisor with RBC Capital Markets in Cheyenne, WY, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 28 years of industry experience and has been with RBC Capital Markets since 2008. Jacqueline has also worked at Park University for 13 years. Outside of finance, she owns a pet walking service and sells Scentsy products as an independent consultant. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized portfolio management and integrates both in-house and third-party investment managers to implement client strategies.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Cade C

Series 66

Cheyenne, WY

RBC Capital Markets

Cade Campbell is a financial advisor at RBC Capital Markets with one year of industry experience. He holds a Series 66 designation and has worked at several firms, including Waggoner Financial, LPL Financial, and Royal Bank of Canada - US Wealth Management. Outside of his advisory role, he is a minority shareholder in Futuristic Flatwork & Framing LLC, a construction business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a mix of in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Brendan A

Series 66

Cheyenne, WY

RBC Capital Markets

Brendan Ames is a financial advisor with RBC Capital Markets holding a Series 66 designation and one year of industry experience. His prior work includes roles at NuovoRE, the U.S. Senate, the City of Cheyenne, and Coldwell Banker - The Property Exchange. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to clients’ risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Bryan P

Series 66

Cheyenne, WY

RBC Capital Markets

Bryan Pedersen is a financial advisor at RBC Capital Markets with a Series 66 designation and 25 years of industry experience. He has worked at RBC Capital Markets since 2008 and also has experience with City National Bank beginning in 2019. Outside of his advisory role, he serves on several nonprofit and community boards in Wyoming, including the Wyoming Mixed Martial Arts Commission, Cheyenne Chamber of Commerce, and the Cheyenne Regional Medical Center. He and his wife developed an app to help families search for Wyoming-based scholarships. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Diane W

Series 63, Series 65

Cheyenne, WY

RBC Capital Markets

Diane White is a financial advisor with RBC Capital Markets in Cheyenne, WY, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with RBC Capital Markets LLC since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles and investment preferences.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Peter K

Series 63, Series 66

Cheyenne, WY

RBC Capital Markets

Peter Kline is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds Series 63 and Series 66 credentials. He has worked at RBC Capital Markets since 2016 and City National Bank since 2019. He serves as a board member of the Boys and Girls Club of Cheyenne, contributing to event planning and organizational decisions. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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