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Financial Advisors in Wyoming
636 Results
Unclaimed

Integrity Financial Corp.

location

CHEYENNE, WY

0 Disclosures

ADVISOR BIO

Logan Thompson is an investment advisor representative at Integrity Financial Corp. Logan is registered with the state of California, Washington and Wyoming. Logan has been in the financial services industry since 2012. Logan specializes in portfolio management for individuals, businesses and pooled investment vehicles. Logan also provides financial planning and pension consulting services. Logan is a highly experienced investment advisor who is committed to helping clients achieve their financial goals.

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

Edward Jones | CFP ® (Certifications)

location

LANDER, WY

experience

17 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Lonnie Bull is a financial advisor at Edward Jones, with over 15 years of experience in the industry. Lonnie has a strong background in financial planning and investment management. Lonnie holds Series 66, Series 7 and SIE licenses, and is also a Certified Financial Planner. Lonnie has a strong track record of helping clients achieve their financial goals. Lonnie's expertise spans a wide range of financial services, including portfolio management for individuals and businesses, pension consulting, and financial planning. Lonnie is committed to providing personalized service to each client.

SPECIALIZATIONS

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

Integrity Financial Corp.

location

Jackson, WY

0 Disclosures

ADVISOR BIO

Loren Wengerd is an investment advisor representative with Integrity Financial Corp. and has been in the industry since March 2011. Loren is registered with the state of Wyoming. Loren is also the owner of Halo Audio, LLC which provides audio services. Loren specializes in financial planning, pension consulting, and portfolio management for individuals and pooled investment vehicles. Loren has experience working with individuals, charitable organizations, corporations, pension plans, and high-net-worth individuals. Loren has also been recognized by the state of Wyoming.

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

D.a. Davidson & Co.

location

GILLETTE, WY

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Lori Hubbard is a financial professional with over 20 years of experience in the industry. Lori is currently registered as an Investment Advisor Representative with D.a. Davidson & Co. and holds several licenses including Series 7, Series 63, Series 65, Series 9 and Series 10. Lori specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services to clients. Lori is committed to helping clients 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
Publication of Financial Periodicals
Unclaimed

Nylife Securities LLC

location

GILLETTE, WY

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Louis Max Merchen is a financial professional with over six years of experience in the industry. Louis is currently registered with Nylife Securities LLC and holds Series 6, SIE and Series 63 licenses. Louis is registered in seven states, including Colorado, Montana, Nebraska, North Dakota, South Dakota, Texas, and Wyoming.

SPECIALIZATIONS

No specializations listed.

Unclaimed

Integrity Financial Corp.

location

CHEYENNE, WY

0 Disclosures

ADVISOR BIO

Lowell McCarthy is an investment advisor representative at Integrity Financial Corp. based in Cheyenne, Wyoming. Lowell has been in the financial services industry for over a year. Lowell has a Series 66 license, a Series 7TO license, a Series 24 license and a SIE license. Lowell has been registered with the state of Washington since November 2022 and the state of Wyoming since November 2023. Lowell specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and 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

Savile Capital Markets LLC

location

SHERIDAN, WY

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Luis Alfonso Marino is a financial advisor with over 30 years of experience in the industry. Currently, Luis is registered with Savile Capital Markets LLC in Sheridan, Wyoming. Prior to this, Luis was registered with UCAP Securities LLC, Investment Placement Group, Rodman & Renshaw, LLC, Genesis Securities, LLC, Pali Capital, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Luis has passed Series 3, 4, 63, 7, 8, and 24 exams and is licensed to sell securities in Connecticut, Florida, and Wyoming.

SPECIALIZATIONS

No specializations listed.

Unclaimed

FBL Marketing Services, LLC

location

CODY, WY

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Luke Victor Hopkin is a registered investment advisor with FBL Marketing Services, LLC. Luke has been in the industry since September 22, 2013. Luke holds the Series 6 and Series 63 securities licenses and the SIE exam. Luke is currently registered in Montana and Wyoming.

SPECIALIZATIONS

No specializations listed.

Unclaimed

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

location

Wheatland, WY

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Lynda Lenz is a registered investment advisor representative with State Farm Investment Management Corp. Lynda has been in the industry since May 1998 and holds the Series 6, Series 63 and SIE licenses. Lynda has been working with State Farm Investment Management Corp. since February 1998 and works out of their Wheatland, WY office. Lynda also owns and operates Lynda Lenz's Insurance Agency, an insurance agency that is affiliated with State Farm. Lynda is also a partner in 9th St. Investors, a membership/civic/fraternal organization. Lynda is a Chartered Financial Consultant.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

LPL Financial LLC

location

ROCK SPRINGS, WY

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Lyndsey Dorman is an investment advisor representative registered with LPL Financial LLC. Lyndsey has been in the securities industry since 2019. Lyndsey is also registered with the following states: Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Idaho, Louisiana, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Jersey, Oklahoma, Oregon, Texas, Utah, Washington, and Wyoming.

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

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