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Advisors near 89502
Out of 400,000+ nationwide
Christian H
Series 65
Reno, NV
Hatchet Financial, LLC
Christian Hatch is the sole advisor at Hatchet Financial, LLC, an independent firm based in Reno, NV. He holds a Series 65 designation and has four years of industry experience, including roles at Nevada Retirement Planners and Pathfinder Wealth Management. Outside of his advisory work, he is employed full-time as a security officer at Switch, Inc. Hatchet Financial provides investment management and financial planning services primarily for individual clients, including some high-net-worth individuals. The firm’s approach incorporates asset allocation and Modern Portfolio Theory, blending passive and active strategies tailored to client risk tolerance and objectives.
Michael A
Series 63, Series 65
Reno, NV
Wolf Pack Wealth
Michael Affinito is a financial advisor at Wolf Pack Wealth in Reno, NV, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Royal Alliance Associates, Northwestern Mutual, and Pacific Financial Partners. Wolf Pack Wealth offers financial planning, portfolio management, retirement plan consulting, and insurance solutions to individuals, high-net-worth clients, and small business owners, employing diversified, risk-managed portfolios and a non-discretionary approach tailored through formal onboarding and periodic reviews.
Brian L
CFP®, Series 66
Reno, NV
Softwealth
Brian Lowrance is a CFP® with 12 years of industry experience and has been the sole advisor at Softwealth since 2015. He holds a Series 66 license and operates out of Reno, NV. Outside of his advisory work, Lowrance has a minority interest in an automobile repair business. Softwealth is an independent registered investment adviser that manages approximately $17 million in client assets for a small client base including individuals, trusts, charities, and small businesses. The firm employs a range of investment strategies such as fundamental and technical analysis, modern portfolio theory, and targeted asset allocation, offering both discretionary and non-discretionary portfolio management without a minimum account size.
Lee H
CFP®, CFA®, Series 63, Series 65
Reno, NV
Firmament Financial
Lee Hernandez is a CFP® and CFA® with six years of industry experience, currently serving as the sole advisor at Firmament Financial in Reno, NV. His prior work includes roles at Catholic Charities of Northern Nevada, Lumos & Associates, Inc., the University of Nevada, Reno, Monarch Casino and Resort, Inc., and AES Corp. Hernandez also provides tax preparation services to advisory clients through Firmament Financial. Firmament Financial offers tailored investment management, comprehensive financial planning, and tax return preparation to individuals, businesses, and charitable organizations. The firm focuses on asset-allocation-based, primarily passive portfolios using index mutual funds and ETFs, while also incorporating various analytical methods and derivatives strategies, and is distinguished by its combined advisory and public accounting services.
John J M
Series 66
Reno, NV
Klaraos, LLC
John J Mueller is a financial advisor at Klaraos, LLC with 19 years of industry experience. He holds a Series 66 credential and has been with Klaraos since 2008. In addition to his advisory role, he manages several miscellaneous business ventures unrelated to investment activities. Klaraos, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, estates, corporations, pension plans, and charitable foundations. The firm employs a combination of fundamental and technical analysis to develop individualized investment strategies across various asset classes and offers both discretionary and non-discretionary account management.
Caleb L
Series 63, Series 65
Reno, NV
Caleb Lawrence Registered Investment Adviser Inc.
Louis C
Series 63, Series 65
Reno, NV
C2C Wealth Management, LLC
Louis Cheregotis is a financial advisor at C2C Wealth Management, LLC in Reno, NV, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Purshe Kaplan Sterling Investments. Outside of his advisory role, he has a 50% ownership interest in a real estate management company in Brooklyn, NY. C2C Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm focuses on customized portfolio construction with ETFs, stocks, and bonds, employing a fundamental analysis approach tailored to each client’s goals and risk tolerance.
Kent R
Series 63, Series 65
Reno, NV
Hawken Wealth Management
Kent Rice is a financial advisor at Hawken Wealth Management in Reno, NV, holding Series 63 and Series 65 credentials with four years of industry experience. He has managed a Family Limited Partnership since 2005. Hawken Wealth Management is a state-registered, single-advisor firm providing fee-based discretionary portfolio management and financial planning to individual investors, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy using fundamental, technical, and cyclical analysis and utilizes a broad range of investment instruments, including mutual funds, equities, options strategies, and margin transactions.
Cory S
Series 66
Reno, NV
Discretionary Inc.
Cory Smith is a financial advisor at Discretionary Inc. with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including Gross Domestic Product, Inc., Clear Creek Financial Management, LLC, and Northwestern Mutual Wealth Management Company. Discretionary Inc. provides tailored investment management and financial planning services to individuals, couples, high-net-worth households, charitable organizations, and businesses. The firm combines fundamental, technical, cyclical, and charting analysis to implement portfolios using a mix of passive and active vehicles and offers both discretionary portfolio management and various financial planning engagements.
Kristen M
Series 66
Reno, NV
KMI Wealth Advisors
Kristen Mayer is a financial advisor at KMI Wealth Advisors in Reno, NV, holding a Series 66 designation with 11 years of industry experience. Her prior roles include positions at FourStar Wealth Advisors LLC and Stifel Nicolaus. KMI Wealth Advisors serves individual clients, high-net-worth families, businesses, retirement plans, non-profits, and government entities by providing investment management, financial planning, philanthropy advisory, and pension consulting. The firm emphasizes fundamental equity analysis combined with tactical adjustments and offers services such as charitable giving advice and retirement plan consulting.
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Advisors near 89502
Out of 400,000+ nationwide