Casper, WY Office

Team
Updated today
STIFEL logo

STIFEL

Institution

Firm-wide stats for STIFEL

Total advisors

3,358

Across 472 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Stifel serves a broad range of clients—individuals (including high net worth and non-HNW clients), institutional clients such as pension and profit-sharing plans, charitable organizations, and state and municipal entities—and provides both brokerage and investment advisory services, including fee-based financial planning, wrap programs, and recommendations of third‑party advisers. The firm’s fee‑based plans are typically episodic, delivered by Financial Advisors or the Wealth Planning Department, and do not automatically include implementation or ongoing monitoring unless a client engages Stifel for execution.

The firm’s investment analysis and allocation guidance are built on a proprietary methodology developed by its Investment Strategy Group (Stifel IS), which uses forward‑looking capital market assumptions and probabilistic modeling to produce asset allocation, retirement, insurance, and estate planning analyses. Plans and model allocations are intended as a basis for client decisions rather than guarantees; clients generally retain discretion over implementation and may be asked to supply outside account information that Stifel does not independently verify.

Compared with many large institutional peers, Stifel’s brochure emphasizes several activities and affiliations that are less common: the firm provides services to private funds and pooled vehicles and has been involved in municipal placement and related municipal‑market activity (including regulatory matters addressed in recent SEC and FINRA settlements). It also operates alongside affiliated trust companies and banks that offer pledged‑asset/credit line facilities that can use advisory assets as collateral, and notes that some of its management persons are licensed to practice law (without providing legal services to advisory clients). The firm’s disclosures also describe substantial recent regulatory enforcement, including an SEC order related to electronic communications that resulted in undertakings and a monetary penalty.

Based on STIFEL

Expertise

General retirement planning Income planning

Based on STIFEL

Location

150 S. Mc Kinley Street

Casper WY 82601

Advisors at this office

4

Advisors at this office

user avatar

Kevin M

Series 63, Series 66

Casper, WY

STIFEL

Kevin Murphy is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Stifel since 2009. Outside of his advisory role, he is a co-owner and manager of an LLC that owns the building where Stifel is the sole tenant. Stifel serves a broad range of clients, including individuals, institutions, and nonprofit organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning decisions.

General retirement planning Income planning
user avatar

Cara L

Series 66

Casper, WY

STIFEL

Cara Litke is a financial advisor at Stifel with six years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2018. Prior to joining Stifel, she held positions at Reliant FCU, Torrid, Laramie Recreation Center, Target, and Gymboree. She is also commissioned as a notary in Wyoming. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses to support client decisions.

General retirement planning Income planning
user avatar

Cole M

Series 66

Casper, WY

STIFEL

Cole Montgomery is a financial advisor with Stifel, holding a Series 66 designation and eight years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at LPL Financial LLC and First Interstate Bank. Outside of his advisory role, Montgomery is active in his community serving as a board member for Visit Casper/Natrona County Travel and Tourism Council, Casa of Natrona County, and the United Way of Natrona County, as well as officiating basketball for the Wyoming High School Officials Association. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning, providing clients with tailored recommendations while clients retain discretion over implementation.

General retirement planning Income planning
user avatar

Kyle H

Series 66

Casper, WY

STIFEL

Kyle Henriksen is a financial advisor at Stifel with 14 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2011. Outside of his advisory role, he is a partner in an LLC that owns a commercial property in Casper, Wyoming. Stifel provides brokerage and investment advisory services to a wide range of clients, including individuals, institutional clients, and charitable organizations. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to deliver planning and asset allocation guidance.

General retirement planning Income planning
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