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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Donald Gervais (CRD# 2870806) is an Investment Advisor Representative working at Gervais Capital Management, LLC in Wilson, WY and has over 23 years of experience in the finance industry.
Matthew Grupp (CRD# 6246097) is an Investment Advisor Representative working at Grupp Financial LLC in Jackson, WY and has over 11 years of experience in the finance industry.
Susan Hancock (CRD# 3116596) is an Investment Advisor Representative working at Lpl Financial LLC in Wilson, WY and has over 14 years of experience in the finance industry.
Alexander Kastor (CRD# 6901693) is an Investment Advisor Representative working at Green Tuatara Asset Management, LLC in Jackson, WY and has 1 year of experience in the finance industry.
Kraig Kobert (CRD# 1796254) is an Investment Advisor Representative working at Avantax Advisory Services in Jackson, WY and has over 36 years of experience in the finance industry. Kraig Kobert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Christopher Lannon (CRD# 4885595) is an Investment Advisor Representative working at Lpl Financial LLC in Alta, WY and has over 19 years of experience in the finance industry.
Cody Lockhart (CRD# 5131960) is an Investment Advisor Representative working at Wells Fargo Advisors in Jackson, WY and has over 17 years of experience in the finance industry.
Kelly Lockhart (CRD# 735021) is an Investment Advisor Representative working at Wells Fargo Advisors in Jackson, WY and has over 42 years of experience in the finance industry.
Nathan Lundquist (CRD# 2973417) is an Investment Advisor Representative working at Elevated Asset Management LLC in Jackson, WY and has over 26 years of experience in the finance industry. Nathan Lundquist has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Dagny Maidman (CRD# 2788869) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Francisco, CA and has over 27 years of experience in the finance industry.