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Patrick Johnson

Advisor at STIFEL

Updated today

Location

Sheridan, WY 82801-3642

Credentials

CFP®, Series 66

Industry experience

24 years

About

Patrick Johnson is a CFP®-certified financial advisor with 24 years of industry experience. He has been with Stifel since 2009 and previously worked at UBS Financial Services and U.S. Bancorp Piper Jaffray Inc. Johnson is based in Sheridan, Wyoming. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to inform asset allocation and financial planning.

Client services

Based on STIFEL

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on STIFEL

General retirement planning Income planning

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Fee options

Commissions

Commissions applicable when implementing securities transactions via brokerage accounts; separate and not included in financial planning fees

Other

Minimum fee: Up to $5,000 for fee-based financial planning services, negotiable depending on complexity and scope Fee-only: Fee-based financial planning services charged as a fixed fee up to $5,000

Location

51 Coffeen Avenue, Suite 102

Sheridan, WY 82801-3642

Most active in

Texas · Wyoming

Work history

STIFEL

2009 - Present (17 years)

UBS Financial Services

2006 - Present (20 years)

U. S. Bancorp Piper Jaffray Inc.

2001 - Present (25 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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Vikash M

CFA®

Sheridan, WY

Nemo Capital

Vikash Mathura is a CFA® charterholder with five years of industry experience, currently serving as the sole advisor at Nemo Capital in Sheridan, Wyoming. He previously worked at TIM Partners KK and Objective Trading, and since 2019 has been affiliated with Tyton Wealth. Outside his advisory role, Mathura conducts consulting work on cryptocurrencies through his own company, Tsuru Capital LLC, based in Tokyo, Japan. Tyton Wealth provides portfolio management and investment advisory services to individual and high-net-worth clients, focusing on a global macro equities strategy that incorporates various analytical methods and trading techniques. The firm offers both discretionary and non-discretionary management and requires clients to custody assets through a specified broker-dealer.

Options & derivatives strategies Real estate investing Passive / index investing
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Alissa S

CFP®, Series 63, Series 66

Sheridan, WY

Pride of the West Financial, LLC

Alissa Sykes is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Pride of the West Financial, LLC in Sheridan, Wyoming. Her prior roles include positions at Richey May & Co, Bank of America, Merrill Lynch, Securities America, and Charles Schwab. She also has experience working for the State of Wyoming. Pride of the West Financial provides financial planning, budgeting assistance, and investment advisory services to individuals and high-net-worth clients in Wyoming. The firm employs a long-term investment approach using fundamental and technical analysis, offering discretionary portfolio management alongside fee-for-service and hourly financial planning options.

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance Cash flow / budgeting
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Kristin H

Series 65

Sheridan, WY

Cypress Capital Management, LLC

Kristin Herbst is a financial advisor at Cypress Capital Management, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Cypress Capital Management since 2011. The firm provides discretionary investment management and financial planning services for individuals, high-net-worth clients, retirement accounts, trusts, foundations, small businesses, and corporations. Cypress Capital Management employs a full-cycle investment approach that incorporates macroeconomic analysis and a variety of equity-focused strategies, including preferred stocks, closed-end funds, ETFs, and covered-call option writing, while generally avoiding bond allocations.

Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Retired
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Cristine C

Series 63, Series 65

Sheridan, WY

SAGE 360 Advisors LLC

Cristine Calkins is the principal advisor at Goose Valley Consulting, LLC, an independent firm based in Sheridan, Wyoming. She holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to founding Goose Valley Consulting, she worked at Frontier Asset Management for twelve years. Outside of financial advising, she owns and operates Goose Valley Consulting, a non-investment business, and manages an Airbnb property in Sheridan. Goose Valley Consulting serves a small number of clients, including individuals, high-net-worth individuals, and trusts, focusing on written financial plans, one-time consultations, and as-needed advice rather than ongoing portfolio management. The firm uses fundamental analysis to develop tailored plans and refers clients to third-party money managers when active asset management is desired.

Active portfolio management Options & derivatives strategies Real estate investing
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Matthew E

Series 66

Sheridan, WY

Cypress Capital Management, LLC

Matthew Ebzery is a financial advisor at Cypress Capital Management, LLC with 18 years at the firm and 12 years of industry experience. He holds a Series 66 designation. Outside of his advisory work, he serves on the board of the Wyoming State Golf Association and is a trustee of the Ilsley Foundation. He also has ownership interests in several non-investment-related local businesses, including a restaurant and an oil company. Cypress Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, retirement accounts, trusts, foundations, small businesses, and corporations. The firm employs a full-cycle investment approach based on macroeconomic analysis and uses a variety of equity-focused strategies, including private placements and IPOs.

Private / alternative investments Options & derivatives strategies Concentrated stock management Founder/Business Owner Retired
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Robert J

Series 65

Sheridan, WY

Elevate Wealth Management

Robert Johnson is a financial advisor at Elevate Wealth Management in Sheridan, WY, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Frontier Asset Management and Range. Elevate Wealth Management provides discretionary investment management, financial planning, and retirement-plan consulting services to individuals, families, trusts, retirement plans, and select institutional clients. The firm employs diversified strategic and tactical asset allocation using a combination of equities, fixed income, mutual funds/ETFs, and alternatives, integrating fundamental and quantitative analysis alongside model-manager selection.

Private / alternative investments ESG / Sustainable investing Real estate investing Founder/Business Owner Retired Values-based investing
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