Invested Better
Selection of Other Advisors Advisors in Casper, Wyoming
79 Results
Unclaimed
location

CASPER, WY

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Amanda Branon is a registered investment advisor representative with Osaic FA, Inc. Amanda has been in the industry since 2010. Amanda is licensed in several states including Colorado, Texas and Wyoming. Amanda is a registered representative in Colorado, Texas and Wyoming, and is a registered investment advisor representative in Colorado and Wyoming. Amanda has also previously been registered with Riverstone Wealth Management, Inc. Amanda offers a variety of services including financial planning, portfolio management for individuals and businesses and retirement plan consulting.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.
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

Pinnacle West Asset Management Inc.

location

CASPER, WY

0 Disclosures

ADVISOR BIO

Arin Wesnitzer is an investment advisor representative associated with Pinnacle West Asset Management Inc., based in Casper, Wyoming. Arin holds a Series 65 license and is registered as an Investment Advisor Representative in Wyoming. Arin specializes in portfolio management for individuals and businesses, offering investment advice and guidance to clients. Arin has experience working with various client types, including high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
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
location

CASPER, WY

0 Disclosures

ADVISOR BIO

Brad Orr is a registered investment advisor representative, currently associated with Orr, Brad L. Brad is a registered investment advisor representative in Wyoming and has been in the industry since 2001. Brad has experience at Raymond James Financial Services, Inc. Brad has passed the Series 7, Series 9, Series 10, and Series 63 exams. Brad specializes in providing portfolio management for individuals and businesses.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Kingsview Wealth Management, LLC

location

CASPER, WY

disclosure

1 Disclosures

ADVISOR BIO

Brenda Hurless is an Investment Advisor Representative with Kingsview Wealth Management, LLC. Brenda has been in the financial services industry since 1988. Brenda is licensed to conduct business in Wyoming and has experience working with individuals, high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans. Brenda holds Series 6, 7, 24, 63, and 65 licenses.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
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

Need help matching

with the right advisor?