Years of Experience
5-20+ Years
Jackson, WY
0 Disclosures
ADVISOR BIO
Richard Todd Will is a Certified Financial Plannerâ„¢ with over 10 years of experience in the financial services industry. Richard is currently an Investment Advisor Representative with Catalytic Wealth Management, a firm that provides financial planning, portfolio management, and other advisory services to individuals, families, and charitable organizations. Richard is a Registered Investment Advisor (RIA) in Wyoming and Texas. Richard has a Series 65 license. Richard has extensive experience in developing personalized financial plans, managing investment portfolios, and helping clients achieve their financial goals. Richard is committed to providing his clients with the highest level of service and expertise.
SPECIALIZATIONS
CHEYENNE, WY
31 Years Experience
0 Disclosures
ADVISOR BIO
Richard Leland Brokaw is a financial advisor with over 30 years of experience in the industry. Richard is registered with Wells Fargo Clearing Services, LLC and provides financial advice to individuals, businesses and charitable organizations. Richard has a strong background in investments and has held various positions with A. G. EDWARDS & SONS, INC., R A F FINANCIAL CORPORATION, and CHATFIELD DEAN & CO., INC.
SPECIALIZATIONS
GILLETTE, WY
8 Years Experience
8 Disclosures
ADVISOR BIO
Richelle Lee Trigg is an investment advisor representative for PFS Investments Inc., located in GILLETTE, WY. Richelle has been in the industry since April 2017 and has passed both the Series 6 and Series 63 exams. Richelle also holds an active IA registration with the state of Wyoming. PFS Investments Inc. is a large firm with a strong focus on individual investors and a diverse client base.
SPECIALIZATIONS
CASPER, WY
39 Years Experience
0 Disclosures
ADVISOR BIO
Rick Hargrove is a financial advisor with LPL Financial LLC. Rick has been in the financial services industry for over 35 years, with over 20 years of experience working at Waddell & Reed. Rick has held various roles in the industry, including a financial advisor, an insurance agent, and a business owner. Rick holds the Series 6, 7, 24, 26, 63 and 66 licenses and is registered with the following states: Arizona, Colorado, Florida, Idaho, Montana, Nebraska, Nevada, North Dakota, South Dakota, Texas, Utah, Washington and Wyoming. Rick also has 2 approved IA state registrations in Texas and Wyoming. Rick is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
SPECIALIZATIONS
SARATOGA, WY
24 Years Experience
0 Disclosures
ADVISOR BIO
Ricky Earl Hughes has been in the financial services industry since December 21, 2000. Ricky is a registered representative with FBL Marketing Services, LLC and is licensed in Colorado and Wyoming. Ricky holds the Series 6, Series 63 and SIE licenses.
SPECIALIZATIONS
No specializations listed.
CASPER, WY
0 Disclosures
ADVISOR BIO
Ricky Earl Durdahl is a registered Investment Advisor Representative with Senior TAX Advisory Group, Inc. Ricky Earl Durdahl has been in the industry since January 1982. Ricky Earl Durdahl is also a registered Investment Advisor Representative in Wyoming and is licensed in Wyoming. Ricky Earl Durdahl has previously worked at Tucker Asset Management LLC and Retirement Resources. Ricky Earl Durdahl has specializations in providing investment advice to individuals and businesses.
SPECIALIZATIONS
CHEYENNE, WY
3 Years Experience
0 Disclosures
ADVISOR BIO
Riley Sinclair Green is a financial advisor with Ameriprise Financial Services, LLC, with over two years of experience in the industry. Riley holds both Series 7TO and Series 66 licenses and is registered in multiple states, including Texas and Wyoming. Riley also holds the Securities Industry Essentials Examination certification. Riley specializes in providing financial planning services, asset allocation services, and portfolio management for businesses and individuals. They also offer educational seminars and pension consulting services. Riley is located in Cheyenne, Wyoming, and serves clients nationwide.
SPECIALIZATIONS
SHERIDAN, WY
0 Disclosures
ADVISOR BIO
Robby Harfst is an investment advisor representative with Harfst and Associates, Inc., located in Sheridan, WY. Robby has been in the industry since 1993. Robby specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Robby is a Certified Financial Planner. Robby has been licensed in Oregon, Texas and Wyoming. Robby is a Registered Investment Advisor. Robby has previously worked at RAYMOND JAMES FINANCIAL SERVICES, INC., COMMONWEALTH FINANCIAL NETWORK, FAIRPORT CAPITAL, INC., BANNON & WHITNEY, INC., and MML INVESTORS SERVICES, INC. Robby has passed the Series 6, 7, 24, 51, 63 and 65 exams. Robby also offers life, health/disability and long-term care insurance as an independent agent.
SPECIALIZATIONS
CODY, WY
25 Years Experience
0 Disclosures
ADVISOR BIO
Robert Bunning Boysen has been a financial advisor since 2000. Robert is a registered representative with Edward Jones, a firm that offers financial advice to individuals and businesses. Robert's specialties include providing financial planning, pension consulting and selecting other advisors. Robert is a member of the FINRA and is licensed in 25 states.
SPECIALIZATIONS
CASPER, WY
0 Disclosures
ADVISOR BIO
Robert Roy Robinson is a financial advisor registered in Wyoming and has been in the industry since 2004. Robert is currently affiliated with Kingsview Wealth Management, LLC, a firm that has been in business for many years and has a presence in both Wyoming and Oregon. In the past, Robert has worked for Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Robert has passed the Series 66, Series 7 and SIE exams, demonstrating a commitment to maintaining a strong professional foundation. Robert has a broad range of experience and expertise, including financial planning, portfolio management for businesses and individuals, and selection of other advisors.
SPECIALIZATIONS