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Financial Advisors in Wyoming
636 Results
Unclaimed

Beam Wealth Advisors, Inc.

location

Rock Springs, WY

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Wayne Schuler is a financial advisor with over 10 years of experience in the industry. Aaron Wayne Schuler is currently registered with Beam Wealth Advisors, Inc. in Louisiana, Texas, Utah and Wyoming. Aaron Wayne Schuler has also held previous registrations with Securities America, Inc., Park Avenue Securities LLC, AXA Advisors, LLC and Farmers Financial Solutions, LLC. Aaron Wayne Schuler specializes in portfolio management, financial planning, pension consulting, estate planning, and educational seminars. Aaron Wayne Schuler offers both individual and business portfolio management services.

SPECIALIZATIONS

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

American Wealth Management, Inc.

location

Casper, WY

0 Disclosures

ADVISOR BIO

Adam Lutz is an Investment Advisor Representative at American Wealth Management, Inc. Adam is registered with the state of Wyoming. Adam has a Series 65 license. Adam has over 15 years of experience in the financial industry. Adam is also the owner of Lutz Media Productions, a media production company, and has been in this business since 2019. American Wealth Management, Inc. is a firm that provides financial services to individuals and families. The firm has a total of 217,518,379 in assets under management.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Walleye Trading LLC

location

Wilson, WY

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Adam Haravon is a securities professional with over 10 years of experience in the financial industry. Adam is currently registered with Walleye Trading LLC, a broker-dealer, and has been employed with the firm since March 2019. Adam has previously held positions at Boerboel Capital LLC and Spot Trading LLC, both of which are also broker-dealers. Adam has a strong background in trading and has held Series 24, Series 57TO, SIE, Series 56, and Series 44 licenses. Adam is based out of Wilson, Wyoming.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Integrity Financial Corp.

location

CHEYENNE, WY

0 Disclosures

ADVISOR BIO

Adam Michael Anschultz is a registered Investment Advisor Representative with Integrity Financial Corp. Adam is currently registered in Washington and Wyoming, as well as pending approval in California. Adam earned the Series 65 license and has experience in the industry since 2015. Adam's specialties are in financial planning, pension consulting, portfolio management for individuals and businesses, as well as portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Integrity Financial Corp.

location

CHEYENNE, WY

0 Disclosures

ADVISOR BIO

Admand Y Wong is an Investment Advisor Representative with Integrity Financial Corp. Admand has been in the financial services industry for over 14 years. Admand is a licensed Investment Advisor Representative in California, Washington and Wyoming. Admand has a Series 65 license. Admand's firm provides financial planning, pension consulting, educational seminars, and portfolio management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Sheridan, WY

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Adrienne Lewallen is a financial advisor with Morgan Stanley. Adrienne has been in the financial services industry for over 16 years, and holds Series 66, 7, 9, 10, and SIE licenses. Adrienne is registered with the Securities and Exchange Commission and is a registered representative in 53 states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Cetera Investment Advisers LLC

location

CHEYENNE, WY

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Afton Renee Olsen is an active advisor with Cetera Investment Advisers LLC. Afton is a registered investment advisor (IA) in Wyoming and has been in the industry since 2007. She holds Series 63, SIE and Series 7 licenses. Afton has held previous positions with First Allied Securities, Inc. and First Allied Advisory Services, Inc.. Afton Olsen has also worked as an adjunct professor for Laramie County Community College and an adjunct instructor for the University of Wyoming.

SPECIALIZATIONS

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

WORLAND, WY

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Alan Lyle Brown is an active financial advisor with Edward Jones in WORLAND, Wyoming. Alan has been in the industry for 9 years and has passed both the Series 7 and Series 66 exams. Alan is currently registered with the state of Wyoming, as well as 18 other states and the state of Texas for investment advisory services.

SPECIALIZATIONS

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

State Farm Investment Management Corp. | CFC ® (Certifications)

location

BUFFALO, WY

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Alecia Kozisek has been in the financial industry since 2011. Alecia is a registered representative of State Farm Investment Management Corp. She is also a licensed insurance agent with Alecia Kozisek's Insurance Agency. Alecia has passed the Series 6 and 63 exams and holds a Chartered Financial Consultant designation. Alecia is committed to providing her clients with personalized financial advice and investment management services.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

American Wealth Management, Inc.

location

Casper, WY

0 Disclosures

ADVISOR BIO

Alex Lutz is a financial advisor associated with American Wealth Management, Inc. Alex is registered to provide investment advisory services in Wyoming. Alex has been working in the financial services industry since 2016. Alex has passed the Securities Industry Essentials Examination (SIE) as well as the Investment Company Products/Variable Contracts Representative Examination (Series 6). Alex is also a Series 65 Licensee and has passed the Uniform Investment Adviser Law Examination. Alex has a diverse background and previously worked at Oppenheimerfunds Distributor, Inc..

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Individuals

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