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Advisors near 82834
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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.
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.
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.
Melanie S
Series 66
Buffalo, WY
LPL Financial
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.
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.
Zachary S
Series 66
Buffalo, WY
Edward Jones
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Advisors near 82834
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