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Financial Advisors in Wyoming
636 Results
Unclaimed

Walleye Trading LLC

location

Wilson, WY

experience

14 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Geoffrey Miles Tennican is a financial professional with over 10 years of experience in the financial services industry. Geoffrey is currently registered with Walleye Trading LLC in Wilson, Wyoming. Prior to that, Geoffrey was with VTRADER PRO, LLC in San Francisco, California. Geoffrey has a broad range of experience and holds multiple licenses and certifications including Series 65, Series 24, Series 57TO, SIE, Series 56, Series 46, and Series 44.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Osaic Wealth, Inc.

location

CASPER, WY

experience

54 Years Experience

0 Disclosures

ADVISOR BIO

George Barr Bryce is a financial advisor with over 30 years of experience in the industry. George is currently registered with Osaic Wealth, Inc. George previously worked at Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Carillon Investments, Inc., Wyoming Financial Securities, Inc., and Lincoln National Pension Insurance Company. George holds Series 7TO, SIE, and Series 1 licenses. George is currently registered in Wyoming. George is an expert in providing financial planning, pension consulting, educational seminars, and selection of other advisors.

SPECIALIZATIONS

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

Farmers Financial Solutions, LLC

location

Cody, WY

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Gerald Whitten Jeter is a financial advisor with Farmers Financial Solutions, LLC in Cody, Wyoming. Gerald has been in the financial services industry since 2002. Gerald is registered with the state of Wyoming and is also a Series 6 and Series 63 license holder. Gerald has previously worked with Allstate Financial Services, LLC and State Farm VP Management Corp.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Farmers Financial Solutions, LLC

location

CASPER, WY

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Gerald Kenneth Gassman has been in the securities industry since 2002. Gerald is registered with the state of Wyoming, and is currently employed by Farmers Financial Solutions, LLC. Gerald holds the Series 6, Series 63 and SIE licenses.

SPECIALIZATIONS

No specializations listed.

Unclaimed

PFS Investments Inc.

location

CASPER, WY

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Gina Kristen Haggard is a registered representative with PFS Investments Inc. Gina has been in the industry since March 25, 2019. She holds Series 6, 63, 26, and SIE licenses. Gina is registered in 7 states including Illinois, North Carolina, Oklahoma, Texas, Utah, Wisconsin and Wyoming. She specializes in providing portfolio management for individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

CHEYENNE, WY

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Gloria Rotner is a financial advisor with over 20 years of experience in the industry. Gloria is registered with LPL Financial LLC in Colorado and Wyoming. She has a strong background in investment advising and financial planning, and she is committed to helping her clients achieve their financial goals. Gloria has worked with a variety of clients, including individuals, families, and businesses. She has experience in providing financial planning, investment management, and retirement planning services. Gloria is also an active member of her community and is involved in several charitable organizations.

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

Ashton Thomas Private Wealth

location

Casper, WY

0 Disclosures

ADVISOR BIO

Goda Stevens is an Investment Advisor Representative at Ashton Thomas Private Wealth. Goda is registered with the state of Wyoming and holds the Series 65 license. Goda has been in the financial services industry since October 2009. Goda Stevens specializes in financial planning, pension consulting, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
VARIABLE PRODUCT MODEL DESIGN AND MAINTENANCE
Unclaimed
location

Riverton, WY

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Grace Andrus is a financial advisor with Edward Jones. Grace is registered in 15 states and holds several industry licenses and certifications. With over 8 years of experience in the financial services industry, Grace has a proven track record of success in providing personalized financial planning and investment advice to clients. Grace's commitment to her clients is evident in the numerous positive reviews she has received from clients. Grace is dedicated to providing her clients with the highest level of service and helping them achieve their financial goals.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

CASPER, WY

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Grant Murphy is a financial advisor with Stifel, Nicolaus & Company, Inc. Grant has been in the financial services industry since June 2020. Grant holds Series 7TO, SIE and Series 66 licenses. Grant specializes in providing financial advice to individuals, businesses, and trusts.

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 Pooled Investment Vehicles
Unclaimed

FBL Marketing Services, LLC

location

Torrington, WY

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Grant Curry is a financial professional registered with FBL Marketing Services, LLC. Grant has been in the financial services industry since December 2020. Grant is licensed in Wyoming. The firm has a branch office located in Torrington, Wyoming and Lusk, Wyoming. Grant holds the Series 63, Series 6TO, and SIE licenses.

SPECIALIZATIONS

No specializations listed.

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