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Advisors near 89413
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Henry M
Series 63, Series 65
Gardnerville, NV
Heinz Global Asset Management, Inc.
Henry Molloy is a financial advisor with Heinz Global Asset Management, Inc. in Gardnerville, NV, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Heinz Global Asset Management since 2010. Molloy is also the CEO of Wolf Promotions, an art gallery and promotion company, though the business is currently dormant. Heinz Global Asset Management provides discretionary asset management services to high-net-worth individuals, institutions, and endowments, offering tailored portfolios that include a variety of securities. The firm emphasizes regular account supervision and individualized investment strategies combining fundamental and technical analysis.
Joshua S
CFP®, Series 66
Zephyr Cove, NV
Wealth in Yourself LLC
Joshua St. Laurent is a CFP® professional with 10 years of industry experience, currently serving at Wealth in Yourself LLC. He has previously worked at Fidelity Investments and Strategic Advisers LLC, and also holds a teaching position as an adjunct professor at Golden Gate University, where he facilitates finance and financial life planning courses. Wealth in Yourself LLC provides financial planning and portfolio management primarily for individual clients, focusing on long-term investing with a disciplined, model-based approach that utilizes index funds, ETFs, equities, REITs, and inflation-protected bonds. The firm offers ongoing and discrete planning services, operates with a small client base, and employs a fee structure based on flat fees rather than asset percentages.
Jeffrey C
Series 65
Incline Village, NV
Conway Partners
Jeffrey Conway is a financial advisor at Conway Partners with a Series 65 credential and three years of industry experience. Prior to joining Conway Partners in 2022, he worked in operations management at Stryker Corporation, where he assisted with the integration of a startup acquisition. Conway Partners provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a disciplined, asset-allocation-focused approach using diversified portfolios of exchange-traded funds and selected independent managers, and offers specialized advisory services related to insurance-based products and ERISA fiduciary retirement plan consulting.
Erin A
CFP®, Series 65
Incline Village, NV
Atlas Peak Advisors, Inc.
Erin Anderson is a CFP® and Series 65 credentialed financial advisor with 13 years of industry experience. She is the founder and sole advisor at Atlas Peak Advisors, Inc., an independent firm based in Incline Village, NV, where she has worked since 2013. Atlas Peak Advisors provides discretionary investment management and financial planning primarily for individuals and high-net-worth clients, as well as corporate and business clients. The firm employs a conservative, low-risk, top-down investment approach that integrates financial planning with portfolio management and offers specialized business-oriented planning services.
Stephen C
Series 65
Incline Village, NV
Conte Asset Management, LLC
Stephen Conte is a financial advisor at Conte Asset Management, LLC in Incline Village, NV, holding a Series 65 designation with eight years of industry experience. He previously worked at The Presidio Group LLC from 2013 to 2016 and has served as CFO of Blue Sky Corporate Ranch, LLC, a hospitality business, since 2020. Conte Asset Management provides portfolio management services to high-net-worth individuals, focusing on a long-term trading approach that combines fundamental and quantitative analysis. The firm tailors portfolios to client goals and risk tolerance and offers advice across a broad investment universe including equities, fixed income, hedge funds, and private equity.
David V
Series 65
Incline Village, NV
Vomund Investment Management, LLC
David Vomund is the sole advisor at Vomund Investment Management, LLC in Incline Village, NV. He holds a Series 65 designation and has 27 years of industry experience. He has operated Vomund Investment Services since 1993. Vomund Investment Management provides discretionary asset and portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm uses a combination of fundamental and technical analysis along with a proprietary, computer-generated style-rotation strategy for ETFs, alongside a Reduced Risk Income program focused on income generation through high-yield preferreds, floating-rate funds, bonds, and dividend-paying stocks.
Steven S
CFP®, Series 63, Series 65
Minden, NV
Powerhouse Financial Advisors, Inc.
Steven Smit is a CFP® with 15 years of experience in financial services. He is the sole advisor at Powerhouse Financial Advisors, Inc. and has held roles at Parsonex Advisory Services, Parsonex Securities, BackNine Insurance and Financial Services, and Steven James Financial. Outside of advisory work, he is an author with a book distributed through online services. Powerhouse Financial Advisors operates as an investment manager serving individual and high-net-worth clients, offering portfolio management, financial planning, retirement-plan consulting, and pension services. The firm employs both fundamental and quantitative analysis, manages accounts on a discretionary basis, and frequently uses third-party sub-advised programs.
Kim N
Series 63, Series 66
Gardnerville, NV
Artience Capital Management, LLC
Kim Nordmo is the principal advisor at Artience Capital Management, LLC, an independent firm based in Gardnerville, NV. He holds Series 63 and Series 66 designations and has 29 years of industry experience. Nordmo has led Artience Capital Management since its founding in 2009. Artience Capital Management provides discretionary portfolio wealth management, sub-advisory services, and financial planning with an emphasis on real estate-related planning. The firm serves individual investors as well as institutional and business clients, focusing on asset allocation and diversification through fundamental analysis and the use of independent sub-advisers.
Alexander K
Series 65
Glenbrook, NV
Kaitz Investments Inc.
Alexander Kaitz is the principal of Kaitz Investments Inc. in Glenbrook, NV, holding a Series 65 designation with 13 years of industry experience. He has led Kaitz Investments since 2011. Outside of his advisory role, he provides consulting services in apartment management and related technical and economic matters for a property management business. Kaitz Investments is an independent firm managing approximately $12.2 million in discretionary assets for individual investors, trusts, estates, and some corporate clients. The firm employs a long-term, value-oriented equity strategy based on fundamental analysis, utilizing a range of securities including equities, ETFs, REITs, options, and partnership interests, with portfolio construction tailored to client objectives.
Hunter H
CFP®, CFA®
Zephyr Cove, NV
Alpine Asset Management
Hunter Harris is a CFP® and CFA® with 10 years of industry experience. He is the principal of Alpine Asset Management, an independent advisory firm he has been with since 2015, and previously worked at Granite Funding Inc. from 2017 to 2018. In addition to his advisory role, Harris operates Hunter Harris Accounting and Tax, a separate sole proprietorship providing accounting and tax return preparation services. Alpine Asset Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities, offering investment management and personalized financial planning. The firm uses a combination of passive and active strategies, tailoring portfolio construction to clients’ objectives, risk tolerance, and time horizon, and is notable for working with pension plans and employing fixed, flat advisory fees.
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Advisors near 89413
Out of 400,000+ nationwide