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CFA charterholders in Wyoming

Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.

13 advisors

Frontier Asset Management
33yrs
Clifford Stanton
Financial advisor
50 East Loucks Street Suite 201
Sheridan, WY 82801
Top advisor by experience at Frontier Asset Management
CFA
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Income Focus Portfolio Management
28yrs
David Elan
Financial advisor
1110 Maple Way
Jackson, WY 83001
Top 19% by experience in Wyoming
CFACFP®Fiduciary
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LPL Financial
28yrs
Franklin Boley
Financial advisor
45 N Main Street.
Sheridan, WY 82801
Top 16% by experience in Sheridan
CFACFP®Fiduciary
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Reichel Management
26yrs
Frank Reichel
Financial advisor
Jackson, WY
Top 25% by experience in Wyoming
CFAFee-only firm
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Gervais Capital Management
25yrs
Donald Gervais
Financial advisor
3485 North Pines Way Suite 105
Wilson, WY 83014
More experience than 74% of advisors in Wyoming
CFAPlanningInvesting
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Edward Jones
22yrs
Daniel Stevens
Financial advisor
1121 13th St
Cody, WY 82414
Top 18% by experience at Edward Jones
CFA
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Durata Wealth Management
21yrs
Patrick Todd
Financial advisor
Alta, WY
More experience than 67% of advisors in Wyoming
CFACFP®Fiduciary
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HP Wealth Management
17yrs
Matthew Amsberry
Financial advisor
401 E. Fremont St.
Laramie, WY 82072
More experience than 60% of advisors in Wyoming
CFAPlanningInvesting
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Frontier Asset Management
9yrs
Robert Miller
Financial advisor
50 East Loucks Street Suite 201
Sheridan, WY 82801
9 years in the industry
CFAInvestingWorkshops
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Frontier Asset Management
9yrs
James Shellenberger
Financial advisor
50 East Loucks Street Suite 201
Sheridan, WY 82801
9 years in the industry
CFACFP®Fiduciary
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Green Tuatara Asset Management
9yrs
Alexander Kastor
Financial advisor
140 S. Cache St. #4112
Jackson, WY 83001
9 years in the industry
CFAFee-only firm
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Bootpack Financial Partners
6yrs
Matthew Lusins
Financial advisor
Jackson, WY
6 years in the industry
CFACFP®Fee-only firm
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