Years of Experience
5-20+ Years
GILLETTE, WY
9 Years Experience
0 Disclosures
ADVISOR BIO
Toby Gorsuch is a financial advisor at Edward Jones. Toby has been in the financial services industry since February 8, 2016. Toby holds Series 66, SIE, and Series 7 licenses. Toby also is registered in 21 states and has been working with clients for the past 7 years.
SPECIALIZATIONS
LANDER, WY
23 Years Experience
1 Disclosures
ADVISOR BIO
Todd Michael Wurth is a financial advisor with Farmers Financial Solutions, LLC in Lander, Wyoming. Todd has been in the financial industry since 2002. Todd has earned a Series 6, Series 26 and a Series 63 license. Todd is registered to provide financial advice in California and Wyoming.
SPECIALIZATIONS
No specializations listed.
CHEYENNE, WY
35 Years Experience
2 Disclosures
ADVISOR BIO
Todd Patrick Bishop is a financial advisor with over 30 years of experience in the industry. Todd has a wide range of experience, having worked for various firms, including Hanifen, Imhoff Inc., Kaiser and Company, and Geneos Wealth Management, Inc. Todd has a strong focus on providing financial planning and portfolio management for individuals and businesses. Todd is a registered representative with FINRA and the state of Wyoming, and he holds several industry certifications.
SPECIALIZATIONS
CASPER, WY
43 Years Experience
0 Disclosures
ADVISOR BIO
Todd Matthew Milliken is a financial advisor with over 40 years of experience in the industry. Todd is currently registered with RBC Capital Markets, LLC and has been with them since 2009. Prior to joining RBC, Todd worked for Citigroup Global Markets Inc. and Lehman Brothers Inc. Todd is a Series 3, 7, 63, and 65 licensed professional. Todd also has a Series SIE license. Todd provides a wide range of financial services to individuals, families, corporations, businesses, investment companies, pension and profit-sharing plans, charitable organizations and state or municipal government entities. Todd is based in Casper, Wyoming, and serves clients across the United States.
SPECIALIZATIONS
CASPER, WY
0 Disclosures
ADVISOR BIO
Tom Creager is a registered Investment Advisor Representative with Pinnacle West Asset Management Inc. based in Casper, Wyoming. Tom has been in the industry since September 2007. Tom is licensed to provide investment advisory services in Wyoming. Tom holds a Series 65 license and has specializations in portfolio management for individuals and businesses. Pinnacle West Asset Management Inc. is a registered investment advisor and is registered in Wyoming. The firm is headquartered in Casper, Wyoming.
SPECIALIZATIONS
Casper, WY
0 Disclosures
ADVISOR BIO
Tony Jerome Lantis is a financial advisor with Kingsview Wealth Management, LLC, located in Casper, Wyoming. Tony has been in the industry since 1993 and is registered with the state of Wyoming as an Investment Advisor Representative. Tony also holds Series 63, 65, 7 and SIE licenses. Tony has a strong background in providing financial planning, portfolio management, and investment advice. Tony has worked with a wide range of clients, including individuals, businesses, investment companies, and charitable organizations. Tony's previous experience includes positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC.
SPECIALIZATIONS
LARAMIE, WY
20 Years Experience
1 Disclosures
ADVISOR BIO
Tony Layson is a financial advisor with Edward Jones. Tony has been in the industry for almost 20 years and has a strong track record of providing personalized financial advice to individuals and families. Tony specializes in helping clients with financial planning, retirement planning, and investment management. Tony is also registered with the Securities and Exchange Commission (SEC) and holds licenses to sell securities in several states. Tony holds the Certified Financial Planner designation and is committed to providing his clients with the highest level of service.
SPECIALIZATIONS
CHEYENNE, WY
9 Years Experience
0 Disclosures
ADVISOR BIO
Tracie Leann Peterson is a registered representative with PFS Investments Inc. Tracie is licensed in Colorado, Georgia and Wyoming. Tracie has been in the financial services industry since May 2016. Tracie holds Series 6, 26, and 63 licenses. She specializes in providing portfolio management services for individuals.
SPECIALIZATIONS
THERMOPOLIS, WY
6 Years Experience
0 Disclosures
ADVISOR BIO
Travis Allen Winger is a financial advisor with Edward Jones. Travis has been in the industry since 2018 and is licensed to provide investment advice in Wyoming and Texas. Travis's office is located in Thermopolis, WY. Travis has obtained the following licenses: Series 66, Series 7, and SIE.
SPECIALIZATIONS
POWELL, WY
33 Years Experience
1 Disclosures
ADVISOR BIO
Travis James Smith is a financial advisor with LPL Financial LLC. Travis has been in the financial services industry since 1992 and is registered with the state of Wyoming as an investment advisor representative and registered with the state of Texas as an investment advisor representative. Travis has a Series 6, 7, 24, 63 and 65 license and a SIE license. Travis has been employed with LINSCO Private Ledger since June 2005. Travis previously worked at RAYMOND JAMES FINANCIAL SERVICES, INC. in St. Petersburg, Florida. In addition to his financial advisor role, Travis also raises livestock on a small farm and has rental properties in Powell, Wyoming. Travis has been working with individuals, corporations, charitable organizations and pension and profit-sharing plans for more than 30 years. Travis is currently working from the Powell, Wyoming branch of LPL Financial LLC.
SPECIALIZATIONS