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Financial Advisors in Wyoming
636 Results
Unclaimed

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

location

Gillette, WY

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Charles Butzine is a financial professional registered with State Farm Investment Management Corp. Charles is located in Gillette, Wyoming and has been in the industry since 1991. Charles has passed the Series 6, Series 2, SIE, Series 63 and Series 6TO exams and holds the Chartered Financial Consultant designation. Charles has experience in insurance and rental real estate in addition to financial services. Charles specializes in providing investment advice to individuals and investment companies.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed
location

CODY, WY

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Charles Winninger is an active investment advisor representative, registered in multiple states including Wyoming, Texas, and California. Charles has been in the financial industry since December 1999 and has experience with Osaic Wealth, Inc. and Waddell & Reed, Inc.. Charles is a licensed investment advisor in Wyoming and has Series 6, 7, 63 and 65 licenses. Charles is committed to providing personalized financial advice and guidance to help clients reach their financial goals.

SPECIALIZATIONS

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

Catalytic Wealth Management

location

Jackson, WY

0 Disclosures

ADVISOR BIO

Chelsea Toledo is a financial advisor with Catalytic Wealth Management. She is registered to provide investment advice in Wyoming. Chelsea has 3 years of experience in the financial industry and holds a Series 7TO and Series 66 license. She is a dedicated advisor committed to providing comprehensive financial planning and investment management services. Chelsea has a strong background in helping individuals, families, and charitable organizations achieve their financial goals.

SPECIALIZATIONS

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

PFS Investments Inc.

location

GILLETTE, WY

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Cheralee Covell is a financial advisor in Gillette, WY, registered with PFS Investments Inc. Cheralee has been in the financial industry since March 2020. Cheralee's areas of expertise include portfolio management for individuals. Cheralee is a Series 63, Series 26, Series 6TO and SIE licensed representative, and registered in Florida, South Dakota and Wyoming.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

CHEYENNE, WY

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Cherie Lynn Przymus is a registered representative with Raymond James Financial Services Advisors, Inc. and has been in the industry since 2017. Cherie has a Series 7 and Series 66 license. Cherie has experience providing financial planning, portfolio management for individuals and businesses, and pension consulting. Cherie is also a business owner, running her own embroidery business.

SPECIALIZATIONS

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

Avantax Planning Partners, Inc.

location

Gillette, WY

0 Disclosures

ADVISOR BIO

Cheryl Ann Kenitzer is a registered investment advisor representative with Avantax Planning Partners, Inc. Cheryl has been in the financial services industry since 1996. Cheryl has also worked at Casey Peterson & Associates since 2011. Cheryl is a shareholder and manager at Casey Peterson & Associates, and manages the Gillette, Wyoming office. Cheryl is licensed in South Dakota.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

CASPER, WY

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Christine Lacey Stack is a financial advisor with over 15 years of experience in the financial services industry. Christine is currently registered with LPL Financial LLC and has held prior registrations with Cetera Investment Services LLC. Christine is licensed to offer securities and investment advisory services in numerous states. Christine is a Certified Financial Planner™ and is committed to helping clients achieve their financial goals. Christine focuses on offering financial planning, investment management, and retirement planning services to individuals, families, businesses, and institutions.

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

Geneos Wealth Management, Inc.

location

CASPER, WY

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Christine Kelley is a financial advisor with over 25 years of experience in the financial services industry. She has a Series 7, Series 63, and Series 65 licenses and holds registrations in 16 states, including Wyoming where she is currently registered with Geneos Wealth Management, Inc. She also worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Piper Jaffray Inc. earlier in her career. Christine is a Registered Representative and an Investment Advisor Representative. Christine is known for her financial planning and portfolio management services for 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
location

CASPER, WY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Edward Williams is a financial professional with PFS Investments Inc. based in Casper, WY. Christopher holds the Series 63, Series 6TO, and SIE licenses and is registered with the state of Wyoming. Christopher has been in the industry since August 2021. Christopher is located at 341 East E St, Suite 100-A in Casper, WY.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Farmers Financial Solutions, LLC

location

AFTON, WY

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Jensen Brinkerhoff is a registered representative in Wyoming with Farmers Financial Solutions, LLC. Christopher holds the Series 6, Series 63, and SIE licenses and has been in the industry since August 26, 2018. Christopher's prior registration was with FBL Marketing Services, LLC in Worland, Wyoming.

SPECIALIZATIONS

No specializations listed.

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