Financial advisors in Wheatland, WY

Looking for a financial advisor in Wheatland, WY? We list 2 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

2Advisors with offices here

33Median years of experience

100%At fee-only firms

2Firms represented

Largest firms here: State Farm Investment Management Corp. (1), Edward Jones (1).

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Edward Jones

33yrs

Kelli Sue Phifer

Financial advisor

1555 Mason Street
Wheatland, WY 82201

Top 3% for experience at Edward Jones

Fee-only firm

Call Directions

State Farm Investment Management

28yrs

Lynda Lynette Lenz

Financial advisor

1309 9th ST
Wheatland, WY 82201

Top 3% for experience at State Farm Investment Management

ChFCFee-only firm

Call Directions

Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read

HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read

HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read