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Financial Planning Services Advisors in Casper, Wyoming
77 Results
Unclaimed

Ameriprise Financial Services, LLC

location

Casper, WY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Andra Gentry is a registered investment advisor representative with Ameriprise Financial Services, LLC. Andra has been in the financial services industry since 2010. Andra holds Series 66, Series 7TO, and SIE licenses. They are registered in 27 states. The firm offers various advisory services such as financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They also provide 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

Eagle Strategies LLC

location

CASPER, WY

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Ashley Elizabeth Vondra is a financial professional with over 8 years of experience in the industry. Ashley is registered to provide investment advice in 17 states. Ashley is associated with Eagle Strategies LLC and currently holds Series 6, 7TO, 63, and 66 securities licenses, along with the SIE exam. Ashley focuses on providing financial planning, pension consulting, educational seminars, and portfolio management services for individuals. Ashley is also an Insurance Broker for New York Life Insurance Company.

SPECIALIZATIONS

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

RBC Capital Markets, LLC | CFP ® (Certifications)

location

CASPER, WY

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Blaine William Christensen is a financial advisor with over 12 years of experience in the financial industry. Blaine is registered with RBC Capital Markets, LLC and has been with them since June 2011. Blaine is registered with 26 states for both broker-dealer and investment advisor activities. Blaine is a Certified Financial Planner and specializes in financial planning, portfolio management, and investment services for individuals and families. Blaine is also a member of the Casper Rotary Foundation Board of Directors, a testament to their commitment to community involvement.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

THE Colony Group, LLC | CFP ® (Certifications)

location

Casper, WY

0 Disclosures

ADVISOR BIO

Brenda Janikowski is a financial advisor with The Colony Group, LLC. Brenda has been in the financial services industry since 1997. Brenda is registered with the state of Wyoming, Arizona and Texas. Brenda is a Certified Financial Planner. Brenda also has a background in cattle ranching.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

CASPER, WY

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Bret Ladenburger is a financial advisor at LPL Financial LLC. Bret is registered to provide investment advice in 27 states and has been in the industry since January 6, 2022. Bret is licensed to provide securities advice in Wyoming. Bret has passed the Series 66, Series 7TO, and SIE exams. Bret's firm, LPL Financial LLC, is headquartered in Fort Mill, South Carolina, and has been in business since 1989. LPL Financial LLC manages over $463 billion in assets for clients, with over 1.9 million client accounts. The firm has a wide range of investment advisory services, including financial planning, pension consulting, portfolio management for businesses and individuals, and educational seminars.

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

LPL Financial LLC

location

CASPER, WY

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Brock William richard Rouch is a financial advisor currently registered with LPL Financial LLC in Casper, WY. Brock has been in the financial services industry since December 17, 2015. Brock is licensed to provide financial advice in 29 states, and has a Series 7, Series 66, and SIE license. Prior to joining LPL Financial LLC, Brock was registered with Morgan Stanley in Casper, WY from December 18, 2015 to April 6, 2022. Brock is also active in the financial services industry as a registered Investment Advisor Representative in Texas 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
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

CASPER, WY

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Cara Litke is a financial advisor with Stifel, Nicolaus & Company, Inc. located in Casper, Wyoming. Cara has been in the financial services industry since 2019 and holds the Series 7TO, SIE and Series 66 licenses. Cara is registered in several states and specializes in providing financial advice to a variety of client types, including high net worth individuals, corporations, charitable organizations and pension and profit-sharing plans.

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

RBC Capital Markets, LLC

location

CASPER, WY

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Casey Bramlet is a financial advisor with RBC Capital Markets, LLC and is registered to conduct business in 53 states and districts. Casey has been in the financial industry since November 2010. Casey holds the Series 66, SIE and Series 7 licenses and has a background in providing financial planning, pension consulting, and portfolio management services for both individuals and businesses. Casey also provides educational seminars to clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

LPL Financial LLC

location

CASPER, WY

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Chadwick Royce Keeler is a financial advisor with LPL Financial LLC. Chadwick is licensed in 29 states and has been in the financial services industry since 2008. Chadwick has experience with Morgan Stanley and Wells Fargo Advisors, LLC. Chadwick's specializations include financial planning, pension consulting, educational seminars, and selection of other advisors. Chadwick's office is located at 152 N DURBIN ST STE 120, CASPER, WY 82601.

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

Geneos Wealth Management, Inc.

location

CASPER, WY

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Christine Kelley is a financial advisor with over 25 years of experience in the financial services industry. She has a Series 7, Series 63, and Series 65 licenses and holds registrations in 16 states, including Wyoming where she is currently registered with Geneos Wealth Management, Inc. She also worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Piper Jaffray Inc. earlier in her career. Christine is a Registered Representative and an Investment Advisor Representative. Christine is known for her financial planning and portfolio management services for individuals and businesses.

SPECIALIZATIONS

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

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