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Financial Advisors in Wyoming
636 Results
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Laramie, WY

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

John Stephen Schaeffer is a financial advisor and registered representative with Cambridge Investment Research Advisors, Inc. with over 16 years of experience in the industry. John has been registered with Cambridge Investment Research Advisors, Inc. since January 2020. John previously worked with Royal Alliance Associates, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. John holds Series 6, Series 63, and SIE licenses. John serves clients in Alaska, California, Colorado, Kansas, Montana, Nebraska, Nevada, New York, Ohio, South Dakota, Washington, and Wyoming. John provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

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

Fortune Financial Services, Inc.

location

Laramie, WY

experience

41 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

John Howard Stoll is a financial advisor with over 38 years of experience in the financial services industry. John is currently registered with Fortune Financial Services, Inc. in Laramie, WY. John has held previous positions with Lincoln Investment, Legend Equities Corporation, Foresters Equity Services, Inc., Woodbury Financial Services, Inc., and NYLIFE Securities Inc. John has a Series 6, Series 22, and Series 63 license.

SPECIALIZATIONS

No specializations listed.

Unclaimed

LPL Financial LLC

location

CASPER, WY

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

John Eric Newell is a financial advisor at LPL Financial LLC in Casper, Wyoming. John has been in the financial services industry since 2001. John has a strong background in the securities industry and has held registrations with a number of firms in the past. He has a wide range of experience in working with individual clients, businesses, and retirement plans. John is also a board member for ICA Group Holding. John is committed to providing his clients with personalized financial advice and guidance to help them achieve 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

CASPER, WY

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

John Miracle is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. based in CASPER, WY. John has over 25 years of experience in the industry and has been with Merrill Lynch since 2009. John is registered with the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. John holds several licenses including Series 7, Series 9, Series 10, Series 31, and Series 63. John Miracle and Merrill Lynch, Pierce, Fenner & Smith Inc. provide a variety of financial services, including investment advisory services, portfolio management, pension consulting, educational seminars, and selection of other advisors.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Ameriprise Financial Services, LLC

location

WORLAND, WY

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

John David Shaw is an active investment advisor representative registered with Ameriprise Financial Services, LLC and has been in the industry since December 2001. John has offices in Worland, WY and Thermopolis, WY. John has a Series 7 and Series 66 securities license and is registered in 29 states. John has a diverse client base, including individuals, high-net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans, charitable organizations, and insurance companies. John's firm, Ameriprise Financial Services, LLC, has a large and diverse client base, with over $479 billion in regulatory assets under management. Ameriprise Financial Services, LLC offers a wide range of advisory services, including financial planning, portfolio management, and asset allocation services.

SPECIALIZATIONS

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

LANDER, WY

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

John Pembrook Shade is an active Registered Representative with Edward Jones. John has been in the financial services industry since 2007 and has been with Edward Jones since 2010. John holds a Series 7, Series 66, and SIE licenses. John is registered with the state of Wyoming as well as other states in the US. John's main office is located in Lander, WY and he provides financial planning, portfolio management, and selection of other advisors for individuals and businesses.

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

Sheridan, WY

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Jon Chester Oman is a financial advisor with State Farm VP Management Corp. Jon has been in the securities industry since 2009 and is registered in Colorado, Minnesota, Montana, South Dakota and Wyoming. Jon holds the Series 6, Series 63 and SIE licenses. Jon is also licensed in Illinois.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Cheyenne, WY

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan Galen Neher is an investment advisor representative with Cambridge Investment Research Advisors, Inc. based in Cheyenne, Wyoming. Jonathan has been in the financial services industry since 1998 and holds both Series 63 and 65 licenses. He previously worked for PLANMEMBER SECURITIES CORPORATION in Fort Collins, Colorado. Jonathan specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for both businesses and individuals.

SPECIALIZATIONS

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

State Farm Investment Management Corp.

location

Casper, WY

experience

2 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Jonathan Valentine is a financial advisor with State Farm Investment Management Corp. Jonathan is registered with the state of Wyoming and has a Series 63 and Series 65 license. Jonathan has been in the financial industry for over 3 years. Jonathan has a history of working in the automotive and insurance industries.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

J.p. Morgan Securities LLC

location

Jackson, WY

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jonathan MacHuca-gonzalez is a registered representative with J.P. Morgan Securities LLC. Jonathan holds Series 63, Series 6TO and SIE licenses. Jonathan specializes in providing financial planning, pension consulting and portfolio management services to individuals and businesses. Jonathan is registered with the state of Wyoming. Jonathan is based in Jackson, WY.

SPECIALIZATIONS

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

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