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Melanie Shober Stone

Advisor at LPL Financial

Updated today

Location

Buffalo, WY 82834

Credentials

Series 66

About

Melanie Shober Stone is a financial advisor at LPL Financial with Series 66 credentials and over two years of experience in the financial services industry. Her prior roles include positions at First Northern Bank of Wyoming, TownSquare Title of Wyoming, and Gillette College, along with nearly a decade of self-employment. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

117 S Main St

Buffalo, WY 82834

Most active in

Wyoming

Work history

LPL Financial

2024 - Present (2 years)

First Northern Bank of Wyoming

2024 - Present (2 years)

First Northern Bank of Wyoming

2023 - 2024 (1 year)

TownSquare Title of Wyoming

2022 - 2023 (1 year)

Gillette College

2021 - 2022 (1 year)

Self-employed

2014 - 2023 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert E

CFP®, ChFC®, Series 63, Series 65

Buffalo, WY

Finlayson Financial Planning, Inc.

Robert Elliot is a financial advisor at Finlayson Financial Planning, Inc. in Buffalo, Wyoming, holding the CFP® and ChFC® designations with 11 years of industry experience. He has worked at Finlayson Financial Planning since 2014 and concurrently at Alecia Kozisek Insurance Agency since 2012. He previously served as a director for St. John's the Baptist Catholic Church Foundation. Finlayson Financial Planning, Inc. provides investment advisory and financial planning services to individual and high-net-worth clients, focusing on customized portfolio construction and ongoing supervision. The firm employs a primarily long-term investment approach using mutual funds, ETFs, equities, and fixed income, managing approximately $10 million in assets on a non-discretionary basis.

Real estate investing
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Kevin B

Series 66

Buffalo, WY

LPL Financial

Kevin Bettinger is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2017 and previously at Investment Centers of America, Inc. and ICA Group Wealth Management, LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Richard W

Series 63, Series 65

Buffalo, WY

Cetera

Richard Wonka is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory work, Wonka serves as president of the board for the Buffalo Swim Club, overseeing club activities and swim meets. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and model portfolios, supported by its nationally chartered trust and institutional capabilities.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
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Keith G

Series 65

Buffalo, WY

Water Dog Asset Management LLC

Keith Gliner is the principal of Water Dog Asset Management LLC in Buffalo, Wyoming, and holds a Series 65 designation. He has nine years of industry experience and has led Water Dog Asset Management since its founding in 2015. Water Dog Asset Management serves a small client base of individual investors, providing investment advisory and portfolio management services primarily on a non-discretionary basis. The firm emphasizes economics and data-driven analytics in its investment approach, drawing on Gliner's background in analytics and category management.

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Zachary S

Series 66

Buffalo, WY

Edward Jones

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