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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
Richard D. Bloom, CFP®

Teton Wealth Management, Inc.
(307) 690-5273

PO Box 6464
125 East Pearl, Suite 208
Jackson, WY 83002-6464
View on Map
(307) 690-5273

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Wealth Management

Contact
Nita Rieniets, CFP®

Investment Centers of America
(307) 680-0416

PO Box 1835
Gillette, WY 82717-1835
View on Map
(307) 686-3382

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
James C. Reed, CFP®

James C Reed CPA PC
(307) 734-1370

PO Box 13292
Jackson, WY 83002-3292
View on Map
(307) 734-1370

1923 Moose Wilson Rd Ste 102
Wilson, WY 83014-9647
View on Map
(520) 241-4269

Compensation Method: Fee Only
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Asset Allocation, Budget Development, Charitable Giving, Debt Management, General Financial Planning, Investment Planning

Contact
Bradford C. Cary, CFP®

Cary Financial Services
(307) 329-8002

PO Box 1168
204 W. Bridge St
Saratoga, WY 82331-1168
View on Map
(307) 326-8400

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Estate Planning, Retirement Planning

Contact
Dale B. Sailors, CFP®

Principal Financial Group
(307) 755-5516

5710 Howe Road
Laramie, WY 82070-8935
View on Map
(307) 755-5516

Compensation Method: Commission and Fee
Minimum Investable Assets: $25,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Insurance Planning

Contact
Shawn Michael Porter, CFP®

First Interstate Bank Wealth Management
(307) 235-4368

PO Box 40
Casper, WY 82602-0040
View on Map
(307) 235-4368

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Education Planning, Employee and Employer Plan Benefits, Estate Planning

Contact
Valerie E. Cirbo, CFP®

Edward Jones
(307) 632-1148

3610 Dell Range Blvd., Suite A1
Edward Jones
Cheyenne, WY 82009-6011
View on Map
(307) 632-1148

Compensation Method: Commission and Fee
Minimum Investable Assets: $150,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Estate Planning, Insurance Planning, Long-Term Care

Contact
Scott A Barstad, CFP®

First Interstate Wealth Management
(307) 687-4471

P.O. Box 3004
Gillette, WY 82717-3004
View on Map
(307) 687-4471

Compensation Method: None Provided
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Charitable Giving, Education Planning, Insurance Planning, Investment Management, Retirement Planning

Contact
Lonnie Bull, CFP®

Edward Jones
(307) 232-2158

210 S Wolcott St
Casper, WY 82601-2531
View on Map
(307) 232-2158

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management

Contact
Laura A Angelo, CFP®

Killmer & Associates, PC
(307) 577-1200

302 S. David St. Suite #100
Casper, WY 82601-1779
View on Map
(307) 577-1200

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Small Business Planning, Tax Planning

Contact
J. Dennis Heizer, CFP®

First Interstate Bank
(307) 672-1496

744 Adair Avenue
Sheridan, WY 82801-3509
View on Map
(307) 672-1496

Compensation Method: Salary
Minimum Investable Assets: $2,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Banking, Comprehensive Financial Planning, Education Planning, Elder Care, Estate Planning, General Financial Planning

Contact
Patrick F. Johnson, CFP®

Stifel Nicholas & Company
(307) 672-3434

21 East Works Street
Sheridan, WY 82801-6342
View on Map
(307) 672-3434

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Employee and Employer Plan Benefits, General Financial Planning, Long-Term Care, Retirement Planning, Wealth Management

Contact
Robert L Leibrich, CFP®

First Interstate Bank
(307) 672-1494

16 S Main
P.O. Box 2007
Sheridan, WY 82801-4222
View on Map
(307) 672-1494

Compensation Method: Salary
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, Insurance Planning, Investment Management

Contact
John M. Bailey, CFP®

Ameriprise Financial Services,
(307) 638-0136

PO Box 2167
Cheyenne, WY 82003-2167
View on Map
(307) 638-0136

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning

Contact
Holland B. Duell, CFP®

Holland Duell Financial Strate
(307) 672-6364

50 E Loucks St Ste 210
Sheridan, WY 82801-6335
View on Map
(307) 672-6364

Compensation Method: Fee Only
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Estate Planning, Investment Management, Investment Planning, Retirement Planning

Contact
Karen R Miller, CFP®

First Federal Savings Bank
(307) 673-2951

46 West Brundage Street
P.O. Box 6007
Sheridan, WY 82801-4216
View on Map
(307) 673-2951

Compensation Method: Salary
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation

Contact
Randy L. Halfpop, CFP®

Raymond James Financial Services
(719) 632-4188

6232 Yellowstone Rd
Cheyenne, WY 82009-3432
View on Map
(307) 635-6644

Compensation Method: Commission and Fee
Minimum Investable Assets: $0
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Education Planning, Estate Planning, Government and Military, Insurance Planning, Investment Management, Investment Planning

Contact
Lori L Rhyner, CFP®

Wells Fargo Advisors
(715) 212-9141

PO Box 1788
Jackson, WY 83001-1788
View on Map
(307) 739-3855

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Dixie M. Roberts, CFP®

Ameriprise Financial
(307) 778-8321

3000 Central Ave
Cheyenne, WY 82001-2502
View on Map
(307) 778-8321

Compensation Method: Commission and Fee
Minimum Investable Assets: $300,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Estate Planning, Investment Management, Retirement Income Management, Tax Planning

Contact
Brenda J Janikowski, CFP®

Asset Strategies, Inc
(307) 266-4525

111 W 2nd Street Suite 608
Casper, WY 82601-2469
View on Map
(307) 266-4525

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Investment Management

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