Lane Hunsicker
Advisor at Pinnacle West Asset Management Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Pinnacle West Asset Management Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Casper, WY 82601
Credentials
Series 65
Industry experience
7 years
Lane Hunsicker is a financial advisor at Pinnacle West Asset Management Inc with seven years of industry experience. He holds a Series 65 designation and has worked at Pinnacle West since 2018. Prior to his advisory role, he taught at the University of Wyoming and has longstanding teaching roles at Natrona County High School and CY Junior High. Pinnacle West Asset Management is an SEC-registered firm that provides discretionary portfolio management to individuals, families, trusts, and various entities, managing approximately $229.5 million across about 88 client relationships. The firm follows a disciplined, long-term buy-and-hold investment philosophy focused on strategic asset allocation and customized portfolios, with a notable integration of accounting expertise among its principals.
Based on Pinnacle West Asset Management Inc
Cash and cash equivalents+: .25% Fixed income securities+: .25% Equity securities+: 1.00% Equity income securities+: 1.00% Exchange traded index shares+: .50% Mutual funds+: .50%
Account minimum: $500,000 Minimum fee: $100 per household annually
152 N. Durbin Street, Suite 400
Casper, WY 82601
Wyoming
Pinnacle West Asset Management
2018 - Present (8 years)
University of Wyoming
2014 - 2018 (4 years)
Natrona County High School
2010 - Present (16 years)
CY Junior High
2007 - Present (19 years)
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