Invested Better
Financial Advisors in Nevada
3,189 Results
Unclaimed

Wealth Enhancement Advisory Services, LLC

location

WASHOE VALLEY, NV

0 Disclosures

ADVISOR BIO

Thomas Troutner is an investment advisor representative at Wealth Enhancement Advisory Services, LLC. Thomas is registered to provide investment advice in California, Nevada, and Texas. He has been in the industry since 2006 and has a Series 65 license. Thomas specializes in financial planning, pension consulting, and educational seminars. He is also an ERISA 3(38) Investment Manager. Thomas's firm manages over $72 billion in assets for individual and institutional clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3(38) INVESTMENT MANAGER
Unclaimed

LPL Financial LLC

location

LAS VEGAS, NV

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Thyra Kiehl is a registered representative with LPL Financial LLC, a firm with over $50 billion in assets under management. Thyra has been in the financial industry since 2018. Thyra holds the Series 66, Series 7 and SIE licenses. She has been a registered representative in the state of Nevada since 2018 and has an active investment advisor registration in the state. Thyra specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Her clients include high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Fidelity Personal AND Workplace Advisors

location

LAS VEGAS, NV

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Tiana Loftlin is a financial advisor with Fidelity Personal and Workplace Advisors. Tiana has been working in the financial industry since 2018. Tiana is registered with the Securities and Exchange Commission (SEC) and holds a Series 66, Series 63, and Series 7 license. Tiana has a proven track record of helping her clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cetera Investment Services LLC

location

LAS VEGAS, NV

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Tianyuan Huang is a registered representative with Cetera Investment Services LLC. Tianyuan has been in the securities industry for 6 years, and is registered in Nevada. Tianyuan holds the Series 3, 7, 34, and 63 licenses, and has passed the SIE exam. Tianyuan has also worked with a number of other financial services companies, including Transamerica Financial Advisors, Inc., J.P. Morgan Securities LLC, Just2Trade, Inc., Haitou Securities, Inc. and Tapp Engine Securities.

SPECIALIZATIONS

No specializations listed.

Unclaimed
location

SPARKS, NV

experience

2 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Tiffany Bacon is a registered representative with Edward Jones. Tiffany has been in the financial services industry since December 2022. Tiffany is licensed to sell securities in Arizona, California, Florida, Montana, Nevada, Ohio, Oregon, and Texas. Tiffany is also a registered investment advisor representative in Nevada and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

State Farm VP Management Corp.

location

ELY, NV

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Tiffany Swetich is a financial professional registered with State Farm VP Management Corp. in Ely, Nevada. Tiffany has been in the financial services industry since April 2007. Tiffany has passed the Series 6, Series 63, and SIE exams. Tiffany is registered with Nevada and Utah.

SPECIALIZATIONS

No specializations listed.

Unclaimed

PFS Investments Inc.

location

NORTH LAS VEGAS, NV

experience

3 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Tiffany Schapero is a registered representative with PFS Investments Inc. in NORTH LAS VEGAS, NV. Tiffany is a licensed agent who holds Series 6, 63, 26 and SIE licenses. Tiffany has been in the financial industry since 2021. Tiffany specializes in investment company products and variable contracts and provides portfolio management for individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Cetera Investment Advisers LLC

location

ZEPHYR COVE, NV

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Tim Buscher is an investment advisor representative with Cetera Investment Advisers LLC. Tim has been working in the financial industry since February 6, 1986. Tim is licensed in Nevada and Texas as an Investment Advisor Representative. Tim has previously worked for First Allied Securities, Inc. and Edward D. Jones & Co., L.P.. Tim specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Summit Portfolio Management LLC

location

Las Vegas, NV

0 Disclosures

ADVISOR BIO

Timothy Francis Bock is an Investment Advisor Representative with Summit Portfolio Management LLC. Timothy has been in the industry for over 30 years, with experience in various financial services firms. Timothy holds Series 7, 24, and 63 licenses, and the Uniform Investment Adviser Law Examination (Series 65). Timothy currently holds licenses in California, Nevada, and Texas. Timothy specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

CARSON CITY, NV

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Sullivan is a financial advisor with Edward Jones in Carson City, NV. Timothy has been a registered representative since 2024. He is also registered as an investment advisor representative with the state of Nevada. Timothy has a Series 7, Series 66 and SIE license. Timothy has been in the financial industry for less than a year. Timothy is a dedicated financial advisor who is committed to helping his clients achieve their financial goals. He offers a wide range of financial services, including investment planning, retirement planning, and college savings. Timothy is also a member of the National Association of Insurance and Financial Advisors (NAIFA).

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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