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Find Retirement Planners for Retirement Planning in Nevada

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Nevada, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Nevada

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Summit Portfolio Management

Summit Portfolio Management

10091 Park Run Drive, Suite 110

Las Vegas, NV 89145

702-838-9999

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Allworth Financial

Allworth Financial

8945 W. Russell Road Suite 205

Las Vegas, NV 89147

888-242-6766

List of Additional Retirement Planners in Nevada*

* Additional advisor listing is provided in partnership with Yext

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Thomas R Goode - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8601

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Bax Investments

10304 Mountain Lodge Pl

Las Vegas, NV 89144
702-256-4520

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Branch Benefits Consultants

4584 North Rancho Drive

Las Vegas, NV 89130
702-646-2082

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Michael J Spedale - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2024

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Kyle Denison - Ameriprise Financial Services, LLC

9121 W Russell Rd
Ste 214

Las Vegas, NV 89148
702-990-5873

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Domenica Danna - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2094

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First Allied Securities

295 Highway 50
#7

Zephyr Cove, NV 89448
775-588-6116

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Desert Mountain Market - UBS Financial Services Inc.

10801 W. Charleston Blvd
Suite 400

Las Vegas, NV 89135
702-731-1121

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Edward Jones - Financial Advisor: Garrett J Thompson

3005 Skyline Blvd
Ste 120

Reno, NV 89509
775-825-1705

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Jose Negrete - Morgan Stanley

905 Railroad St
Suite 102

Elko, NV 89801
775-748-4500

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Daniel S Fitzsimmons - Ameriprise Financial Services, Inc.

500 Damonte Ranch Pkwy
Ste 735

Reno, NV 89521
775-829-7210

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Enid A Oliver - Ameriprise Financial Services, LLC

500 Damonte Ranch Pkwy
Ste 735

Reno, NV 89521
775-236-0515

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Frank Aguilar - Ameriprise Financial Services, LLC

10845 Griffith Peak Dr
Ste 690

Las Vegas, NV 89135
702-254-1263

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Joshua Pianko - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2058

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Orin Haworth

8875 W. Flamingo RD
Suite 200

Las Vegas, NV 89147
702-562-7990

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Money Managers, Inc.

7495 W. Azure Dr. Suite 110

Las Vegas, NV 89130
725-254-5220

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Gerald Iwanylo

7390 W Sahara Ave
Ste 200 F

Las Vegas, NV 89117
702-462-5786

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William Creekbaum - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8645

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Praxair Welding Gas and Supply Center

4443 US-50 E

Carson City, NV 89701
775-882-4848

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Oliver, Wickes & Associates - Ameriprise Financial Services, LLC

500 Damonte Ranch Pkwy
Ste 735

Reno, NV 89521
775-236-0515

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Allstate Personal Financial Representative: Donald Rogers

7935 Badura Ave
Ste 1030

Las Vegas, NV 89113
916-792-4309

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Stephen Hazel, CFP, CIMA, CRPC - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3121

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Robert J Keyes Jr - Ameriprise Financial Services, LLC

10845 Griffith Peak Dr
Ste 690

Las Vegas, NV 89135
702-254-1263

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Jodie A Cohen - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2001

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Jitiwan Tanner

702-677-9789

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Anthony K Van Hollebeke - Ameriprise Financial Services, LLC

7477 W Lake Mead Blvd
Ste 110

Las Vegas, NV 89128
702-534-7500

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Robin Shoemaker - Ameriprise Financial Services, LLC

1781 Village Center Cir
Ste 140

Las Vegas, NV 89134
702-395-8100

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Matthew Allred - Ameriprise Financial Services, LLC

2900 Horizon Ridge Pkwy
Ste 201

Henderson, NV 89052
702-992-6300

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David Hoover, M.S.

3716 Lakeside Drive
Suite 200

Reno, NV 89509
775-683-9008

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Caldera Wealth Management Group

5771 S. Fort Apache Rd.
Ste 130

Las Vegas, NV 89148
702-616-2000

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Mance Wealth Management

6980 S Cimarron Rd
Suite 110

Las Vegas, NV 89113
702-235-4804

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Peterson Wealth Management

2258 Reno HWY. Ste. E

Fallon, NV 89406
775-423-8007

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Peterson Wealth Management

2215 Green Vista Dr.
Suite 303

Sparks, NV 89431
775-673-1100

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Chris Osborne - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8686

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Cuddy Wealth Management

8367 West Flamingo Road
Suite 201

Las Vegas, NV 89147
702-877-0221

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Jacob Curtis - Ameriprise Financial Services, LLC

2900 Horizon Ridge Pkwy
Ste 201

Henderson, NV 89052
702-992-6300

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Eric A Overstreet - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8603

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The Henderson, NV Branch Office - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
800-428-7573

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Brandon Lorain - Ameriprise Financial Services, LLC

10845 Griffith Peak Dr
Ste 690

Las Vegas, NV 89135
702-640-5439

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Philip Tynan - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8156

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Gibson Wealth Management Group - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
951-782-4728

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First Command Financial Advisor - Aida Attigue

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

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Thomas Hammann - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8608

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Mortgage Solutions Financial Las Vegas

6585 High St
Ste 100

Las Vegas, NV 89113
702-941-7676

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Dean Gilliam - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8649

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Kelly Peterson - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8306

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RB Capital Management

5365 Reno Corporate Drive
Suite 200

Reno, NV 89511
775-993-2900

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David Hengel - Ameriprise Financial Services, LLC

2900 Horizon Ridge Pkwy
Ste 201

Henderson, NV 89052
702-992-6300

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Irene Self - Ameriprise Financial Services, LLC

5305 Reno Corporate Dr
Ste 200

Reno, NV 89511
775-853-1503

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Strategic Wealth Design

2190 East Pebble Road
Suite 260

Las Vegas, NV 89123
702-907-7444

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Constantino & Callender

8925 West Post Road
Second Floor

Las Vegas, NV 89148
702-263-1919

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Michael Swinehart - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
702-360-0400

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Benjamin Herman - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2067

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John Yeazel - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8314

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The Pacific Ridge Group - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8675

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Providere Wealth Management Group - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3134

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Guida & McCubbin Financial Consultants

2625 Wigwam Parkway
Suite 100

Henderson, NV 89074
702-732-9226

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Platinum Wealth Management

5335 Kietzke Lane
Suite 207

Reno, NV 89511
775-717-0001

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Mark Erculei - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8339

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Martini Financial Services, LLC

2831 Saint Rose Parkway
Suite 218

Henderson, NV 89052
702-818-1067

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The Rosenberg-DiPace Group - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
702-567-4182

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Calvin Albright - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8627

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Retirement Rollover and Planning Services

5200 Neil Road

Reno, NV 89502
775-824-8006

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Canyon Ridge Group, LLC

4948 South Mountain Vista Street
Suite 20314

Las Vegas, NV 89121
702-252-7252

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Anthon D Matkulak - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8657

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Leanne Fenton - Ameriprise Financial Services, LLC

6490 S McCarran Blvd
Ste 32

Reno, NV 89509
775-825-4240

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Essential Wealth Advisors, LLC

10655 Professional Circle
Suite A

Reno, NV 89521
775-800-6428

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Danielson Financial Group

3027 E. Warm Springs Road
Suite 100

Las Vegas, NV 89120
702-734-7000

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Mahlon R. Edwards Financial Planning & Investment Strategies, Inc.

2620 Regatta Drive
Suite 102

Las Vegas, NV 89128
702-804-4902

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Miguel Vazquez - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2010

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Jamie Cooke, CLU, ChFC

5470 Kietzke Lane
#300

Reno, NV 89511
775-544-7388

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John Dube' - Ameriprise Financial Services, LLC

231 N Buffalo Dr
Ste B

Las Vegas, NV 89145
702-360-0040

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Thurlow Wealth Management

375 N. Stephanie St.
Bldg 7, Ste 712

Henderson, NV 89014
702-396-1603

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Gregory Sheets

8875 West Flamingo
Suite 200

Las Vegas, NV 89147
702-562-7990

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David Stark - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8375

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Kyle Townsend - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2048

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Joey Mecham - Ameriprise Financial Services, LLC

500 Damonte Ranch Pkwy
Ste 735

Reno, NV 89521
775-829-7210

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Terrence K Lapan - Ameriprise Financial Services, LLC

201 W Liberty St
Ste LL2

Reno, NV 89501
775-683-3555

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Steven M Brundage - Ameriprise Financial Services, LLC

10845 Griffith Peak Dr
Ste 690

Las Vegas, NV 89135
866-874-0668

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Michael W Hayes - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8647

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Brandon Thompson

775-825-4001

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Sherrill Decleene - Ameriprise Financial Services, LLC

500 Damonte Ranch Pkwy
Ste 735

Reno, NV 89521
775-829-7210

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Lori Bean - Ameriprise Financial Services, LLC

7251 W Lake Mead Blvd
Ste 210

Las Vegas, NV 89128
702-256-1450

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First Command Financial Advisor - John Mason

1755 E Plumb Lane
Ste 158

Reno, NV 89502
775-851-7500

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Steven G Self - Ameriprise Financial Services, LLC

5305 Reno Corporate Dr
Ste 200

Reno, NV 89511
775-236-2453

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Monica House - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8658

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Freddie Sarno - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2057

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Michael Angier - Ameriprise Financial Services, LLC

5305 Reno Corporate Dr
Ste 200

Reno, NV 89511
775-853-1503

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PBC Private Wealth

6767 W Tropicana Ave
Suite #200

Las Vegas, NV 89103
855-563-6187

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Jeremiah Johnson - Ameriprise Financial Services, LLC

2831 St Rose Pkwy
Ste 200

Henderson, NV 89052
702-818-1111

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Aldrich Investment Management

10120 S. Eastern Ave.
Suite 230

Henderson, NV 89052
702-403-1113

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Salvatore James Mineo - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3119

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Bernard P Schofield - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2046

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Rich Concepts Investment Group

1644 U.S. Hwy 395 N.
Suite 1B

Minden, NV 89423
775-364-6880

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Thomas Richard Fitzgerald Jr - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
702-839-6317

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Felipe Boyles

7390 W Sahara Ave
Ste 200 F

Las Vegas, NV 89117
702-462-5786

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William Atha - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8660

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Richard Blanco

714-924-3750

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Tahoe Rim Wealth Advisors

4131 North Carson Street

Carson City, NV 89706
775-225-9588

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GPS Wealth Advisors - Ameriprise Financial Services, LLC

5305 Reno Corporate Dr
Ste 200

Reno, NV 89511
775-853-1503

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Edward Jones - Financial Advisor: Michael F Holden

8570 Del Webb Boulevard

Las Vegas, NV 89134
702-360-6568

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Rachel Vanhook

949-922-1088

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Michael Holcomb - Morgan Stanley

276 Kingsbury Grade

Stateline, NV 89449
775-586-2502

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Leah H. Jacobson Schug - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8625

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The Fontan Erickson Group - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8335

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Peter Lewis - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8340

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Matthew Jeannes - Ameriprise Financial Services, LLC

6490 S McCarran Blvd
Ste 32

Reno, NV 89509
775-825-4902

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Robert Rueckl - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8621

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Allstate Personal Financial Representative: Donzie Ford

3415 W Craig Rd
Ste 201

North Las Vegas, NV 89032
702-350-1116

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Gregory Townsend - Ameriprise Financial Services, LLC

7477 W Lake Mead Blvd
Ste 110

Las Vegas, NV 89128
702-534-7502

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Kenneth N Bickford Jr - Ameriprise Financial Services, LLC

5305 Reno Corporate Dr
Ste 200

Reno, NV 89511
775-853-1503

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Richard Starch - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
916-774-7413

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Jacklyn Lynch - Ameriprise Financial Services, LLC

5305 Reno Corporate Dr
Ste 200

Reno, NV 89511
775-853-1503

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James Sande - Ameriprise Financial Services, LLC

201 W Liberty St
Ste LL2

Reno, NV 89501
775-683-3555

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Gary Rosenberg, CFP - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
702-567-4182

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Shayla Palmer - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8681

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Paul Cahoon - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8333

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Matthew Fournier - Ameriprise Financial Services, LLC

231 N Buffalo Dr
Ste B

Las Vegas, NV 89145
702-240-7300

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Natasha Mihaylov - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8629

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William Holland - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2061

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Walter Thomas Harroll - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8120

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Scott Gross - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8677

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Karl Ferazzi - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8372

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Donna R Hyatt - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8673

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Joel McConnell - Morgan Stanley

905 Railroad Street
Suite 102

Elko, NV 89801
775-748-4500

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Chris Norton - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2040

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Robert Duffy - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2049

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Samuel L Powers IV - Ameriprise Financial Services, Inc.

7251 W Lake Mead Blvd
Ste 210

Las Vegas, NV 89128
702-256-1450

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Allstate Personal Financial Representative: Thomas Herber

8880 S Maryland Pkwy
Ste 120

Las Vegas, NV 89123
702-916-3889

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Dennis Zansler - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8622

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Allstate Personal Financial Representative: Larry Karp

305 N Pecos Rd
Ste C

Henderson, NV 89074
702-461-9613

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First Command Financial Advisor - Sabrina Hayes

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

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Renee Langlois - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
702-839-6349

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Sande Financial Group - Ameriprise Financial Services, LLC

201 W Liberty St
Ste LL2

Reno, NV 89501
775-683-3555

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Elaina A Carlson - Ameriprise Financial Services, LLC

9121 W Russell Rd
Ste 214

Las Vegas, NV 89148
702-990-5873

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Dudek & Associates - Ameriprise Financial Services, LLC

2470 Saint Rose Pkwy
Ste 204

Henderson, NV 89074
702-938-8080

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Morgan Stanley Financial Advisors

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2000

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Kenneth Templeton - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8113

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C J Bertran - Ameriprise Financial Services, LLC

7477 W Lake Mead Blvd
Ste 110

Las Vegas, NV 89128
702-283-5200

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Maryann Tolcidas-Santos

8861 W. Sahara Ave.
Suite 260

Las Vegas, NV 89117
702-899-4346

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Edward Jones - Financial Advisor: Ally Johnson

1130 Selmi Drive
Suite 601

Reno, NV 89512
775-355-1100

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Edward Jones - Financial Advisor: Adam Saporsky, AAMS"

18116 Wedge Parkway

Reno, NV 89511
775-852-0909

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Brittany DiPace, CFP - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
702-567-4189

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William Radtke, CEP - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
415-954-5919

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Barbara Robertson - Ameriprise Financial Services, LLC

10845 Griffith Peak Dr
Ste 690

Las Vegas, NV 89135
702-254-1263

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Edgar Manjarrez - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8619

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Abundance Wealth Solutions

2831 Saint Rose Parkway
Suite 200

Henderson, NV 89052
702-818-1116

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The Sarno Group - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2057

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Terry Jackson - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8114

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Wise River Advisors - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
310-734-2383

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Allan Duff & Warren Duff - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8300

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Brock Meyers - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8652

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Edward Jones - Financial Advisor: Heather L Sabatello

2520 Saint Rose Parkway
Suite 304

Henderson, NV 89074
702-260-9258

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MPI Wealth Management - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3109

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Anthony Picozzi - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8321

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John A Schuck - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2016

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Morgan Stanley Financial Advisors

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8600

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J. D. Deming - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
775-789-4023

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First Command Financial Advisor - Mark Wilhite

1489 West Warm Springs Rd
Ste 110

Henderson, NV 89014
702-800-7466

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Cela Hyatt - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8710

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First Command Financial Advisor - Walt Whitnum

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

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The Three Corners Group - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2056

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Edward Jones - Financial Advisor: Tiffany Bacon

3080 Vista Blvd
Suite 116

Sparks, NV 89436
775-358-0179

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Allstate Personal Financial Representative: Melvin Weinberg

2990 Sunridge Heights Pkwy

Henderson, NV 89052
702-203-3304

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Morgan Stanley Financial Advisors

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-228-4083

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THE SCHWARZ-O'CONNELL GROUP - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8310

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Ethos Wealth Partners - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3174

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Leonard R. Wohletz III - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8644

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Patrick Wainscott - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
702-360-0400

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James Matti - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8101

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John C Badwick - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8638

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First Command Financial Advisor - Shanna Wexelblatt

1755 E Plumb Lane
Ste 158

Reno, NV 89502
775-851-7500

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First Command Financial Advisor - Tommy Alicata

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

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Edward Jones - Financial Advisor: Michael D Haakinson, AAMS"

4620 S Carson St
Suite 5

Carson City, NV 89701
775-245-2237

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Annie Chang Evans - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8318

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Dannette Trivisonno - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3127

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Alexander Reece - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2074

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Brent Sawrie, CFP, CIMA - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
775-789-4005

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James Bingham, CIMA - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3145

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First Command Financial Advisor - David Ernst

1755 E Plumb Lane
Ste 266

Reno, NV 89502
775-851-7500

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First Command Financial Advisor - David Flippo

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

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Gail G. Brown - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8109

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Reno, NV Branch Office - UBS Financial Services Inc.

6900 S. McCarran Boulevard
Suite 1020

Reno, NV 89509
775-323-1641

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Clair Lewis - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
702-567-4185

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Tyler T. Whitten - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8663

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Graham Rogney - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
916-984-3334

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Christopher Wagner - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
415-954-6821

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Geoffrey Lee - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
702-360-0400

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Allstate Personal Financial Representative: Mark Porcelli

3140 S Durango Dr
Ste 102

Las Vegas, NV 89117
702-595-5689

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Strategic Wealth Management Group

322 Karen Avenue
Unit 1101

Las Vegas, NV 89109
702-233-4423

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Christopher Mulloy - Ameriprise Financial Services, LLC

500 Damonte Ranch Pkwy
Ste 735

Reno, NV 89521
775-829-7210

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Ileana Dominguez, CIMA - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
702-567-4174

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Scott Chamberlain - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3101

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Jason Garofalo - Ameriprise Financial Services, LLC

10845 Griffith Peak Dr
Ste 690

Las Vegas, NV 89135
702-254-1263

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James Motteler - Ameriprise Financial Services, LLC

5520 Kietzke Ln
Ste 430

Reno, NV 89511
775-900-6253

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Jonathan B Mirer - Ameriprise Financial Services, LLC

2495 Village View Dr
Ste 200

Henderson, NV 89074
702-839-6307

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Frederick R Coons Jr - Ameriprise Financial Services, LLC

1591 Mono Ave

Minden, NV 89423
775-782-6184

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Wendy C Giles - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2047

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Lynda Schultz - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8111

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Stephanie Webb - Ameriprise Financial Services, LLC

606 S 9th St

Las Vegas, NV 89101
702-794-0400

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The Maile Group - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3116

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Peak Financial Solutions

519 South Decatur Boulevard

Las Vegas, NV 89107
702-870-7711

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Mickey Hart - Ameriprise Financial Services, LLC

2470 Saint Rose Pkwy
Ste 204

Henderson, NV 89074
702-948-0400

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Samantha Heers - Ameriprise Financial Services, LLC

709 E Telegraph St

Carson City, NV 89701
775-884-0188

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Tatiana Dudek - Ameriprise Financial Services, LLC

2470 Saint Rose Pkwy
Ste 204

Henderson, NV 89074
702-938-8080

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Lakely Greaves - Ameriprise Financial Services, LLC

7465 W Lake Mead Blvd
Ste 100

Las Vegas, NV 89128
702-457-9876

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Rachel Mendelson

702-677-9789

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Michael Yasukawa - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2064

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Kent Deaver - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3106

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Mark Sanman - Ameriprise Financial Services, LLC

10161 Park Run Dr
Ste 150

Las Vegas, NV 89145
702-388-1116

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Edward Jones - Financial Advisor: Courtney K Robert

754 W Pioneer Blvd
Ste 201

Mesquite, NV 89027
702-346-8700

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Edward Jones - Financial Advisor: Jason B Land, ChFC®

475 8th Street

Elko, NV 89801
775-738-8811

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Edward Jones - Financial Advisor: Kelli L Tampio

855 Maestro Dr
Suite F

Reno, NV 89511
775-852-5274

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San Francisco Equity Compensation Group - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
415-954-5919

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Edward Jones - Financial Advisor: Eric Dye, AAMS"

9730 S McCarran Blvd
Ste 2

Reno, NV 89523
775-787-2665

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Edward Jones - Financial Advisor: Ian Murdock

246 Dayton Valley Rd
Ste 102-B

Dayton, NV 89403
775-246-3418

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Edward Jones - Financial Advisor: Jeramy Woods, AAMS"

9340 Sun City Blvd
Suite 101

Las Vegas, NV 89134
702-221-9222

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Edward Jones - Financial Advisor: Rachel L Yelley

6310 Mae Anne Avenue
Suite 2

Reno, NV 89523
775-747-3076

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Edward Jones - Financial Advisor: Rachel Morman

534 Lander St

Reno, NV 89509
775-332-2881

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Edward Jones - Financial Advisor: Jordan T Vetter

185 Melarkey Street

Winnemucca, NV 89445
775-623-0933

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Edward Jones - Financial Advisor: David A Patten, AAMS"|CRPC"

101 East Horizon Drive
Suite D

Henderson, NV 89015
702-566-5590

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Edward Jones - Financial Advisor: Doug White Jr

6485 S Rainbow Blvd
Suite 101

Las Vegas, NV 89118
702-270-0105

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Edward Jones - Financial Advisor: Anita M Reubens

2190 E Pebble Rd
Suite 110

Las Vegas, NV 89123
702-405-9311

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Jessica Kartzinel, CIMA, CEPA - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
702-567-4181

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Edward Jones - Financial Advisor: Cara L Koeritz

10447 Double R Blvd.
Suite B

Reno, NV 89521
775-853-2868

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Edward Jones - Financial Advisor: Megan R Esquivel

6135 Lakeside Dr
Ste 117

Reno, NV 89511
775-448-9703

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Edward Jones - Financial Advisor: Neil E Saiz, AAMS"

9650 Gateway Dr
Suite 101

Reno, NV 89521
775-331-3335

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Edward Jones - Financial Advisor: Kendra L Wilson, ChFC®

937 Mica Dr
Suite 16 A

Carson City, NV 89705
775-392-4477

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Edward Jones - Financial Advisor: Tim Henry

979 Pyramid Way
#109

Sparks, NV 89431
775-358-8759

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Edward Jones - Financial Advisor: Stuart D Shipley

1663 Lucerne St
Suite A

Minden, NV 89423
775-782-8280

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Warren Duff - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8398

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Edward Jones - Financial Advisor: Joel Muller, CRPC"

3005 Skyline Blvd
Ste 120

Reno, NV 89509
775-825-1705

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Edward Jones - Financial Advisor: Scott R Brown

2625 N Green Valley Pkwy
Suite 290

Henderson, NV 89014
702-558-7057

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Edward Jones - Financial Advisor: Stuart Rucket

2235 Green Vista
Suite 312

Sparks, NV 89431
775-674-3300

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Edward Jones - Financial Advisor: Brian M Farley

135 Isidor Ct
Suite F

Spanish Springs, NV 89441
775-626-8066

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Edward Jones - Financial Advisor: Wendell W Whitman

410 Nevada Way
Suite 260

Boulder City, NV 89005
702-294-3050

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Edward Jones - Financial Advisor: Sarah Davis

937 Mica Dr
Suite 16 A

Carson City, NV 89705
775-392-4477

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Edward Jones - Financial Advisor: Eric S Olson, AAMS"

979 Pyramid Way
#109

Sparks, NV 89431
775-358-8759

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Gary Delorenzo - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8663

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Edward Jones - Financial Advisor: Ashley J Hicks

8175 S Virginia St
Ste 450

Reno, NV 89511
775-525-5571

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Edward Jones - Financial Advisor: Hunter D Drost

298 S Taylor St

Fallon, NV 89406
775-423-8552

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First Command Financial Advisor - Javier Vilarchao-CLOSED

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

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Edward Jones - Financial Advisor: Ryan Weberg

5150 Mae Anne Ave
Suite 401

Reno, NV 89523
775-787-9494

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Edward Jones - Financial Advisor: Hristo Sotirov

12211 S Eastern Ave
Suite 170

Henderson, NV 89052
702-434-4747

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Edward Jones - Financial Advisor: Robert Moretti Jr

740 Del Monte Lane
Ste 14

Reno, NV 89511
775-737-9619

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First Command District Advisor - Marco Contreras

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

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Edward Jones - Financial Advisor: Chris Craft

7655 Town Square Ln
Suite 214B

Reno, NV 89523
775-787-2080

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Edward Jones - Financial Advisor: John W Spears

200 Ridge Street
Suite 100

Reno, NV 89501
775-323-8800

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Edward Jones - Financial Advisor: Ron L Bankofier, CFP®

1577 Third St
Ste 1

Minden, NV 89423
775-782-9102

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Edward Jones - Financial Advisor: AJ Hull

1657 Mountain City Hwy
Suite 103

Elko, NV 89801
775-738-3017

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Edward Jones - Financial Advisor: Robbie Tapia

4690 Longley Lane
Suite 18

Reno, NV 89502
775-636-8452

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Allstate Personal Financial Representative: Rock Mirich

7810 W Ann Rd
Ste 120

Las Vegas, NV 89149
307-316-4600

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Edward Jones - Financial Advisor: Tyler A Cox

689 Sierra Rose Drive
1

Reno, NV 89511
775-827-3399

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Edward Jones - Financial Advisor: Brian T Allman, CFP®|CFA®

140 W Huffaker Ln
Suite 507

Reno, NV 89511
775-829-0151

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Edward Jones - Financial Advisor: John E Dooley III

3839 N Carson Street
Suite 2

Carson City, NV 89706
775-882-0371

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Edward Jones - Financial Advisor: Bill Planeta, AAMS"

305 N Carson Street
Suite 201

Carson City, NV 89701
775-841-6056

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Edward Jones - Financial Advisor: David W Barnes

3590 W Plumb Lane
Suite B

Reno, NV 89509
775-857-1866

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Edward Jones - Financial Advisor: Jacob Arroyo

3740 Lakeside Drive
Suite 100

Reno, NV 89509
775-825-3788

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Edward Jones - Financial Advisor: Jeff Morrow, AAMS®|CRPC®

8175 S Virginia St
Ste 450

Reno, NV 89511
775-525-5571

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Edward Jones - Financial Advisor: Lynn Terras

2213 North 5th St
Ste A

Elko, NV 89801
775-738-8925

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Edward Jones - Financial Advisor: Andrea M Petersen

1885 South Arlington Ave
Suite 101

Reno, NV 89509
775-322-7018

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Edward Jones - Financial Advisor: Jamie A Johnston

1625 Highway 88
Suite 301

Minden, NV 89423
775-265-1083

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Edward Jones - Financial Advisor: Neil Dela Cruz

5576 S Fort Apache Rd
110 Suite

Las Vegas, NV 89148
702-505-9434

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Edward Jones - Financial Advisor: Kyle Wilsey

3640 Mayberry Dr
Suite 103

Reno, NV 89509
775-902-5016

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Edward Jones - Financial Advisor: Tara L Bybee

1028 Idaho Street
Suite 120

Elko, NV 89801
775-389-2324

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Edward Jones - Financial Advisor: Josh Dowden

10300 West Charleston Blvd
Suite 12

Las Vegas, NV 89135
702-228-9694

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Edward Jones - Financial Advisor: Greg Martin

1130 Selmi Drive
Suite 601

Reno, NV 89512
775-355-1100

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Edward Jones - Financial Advisor: Will Cornelius

1185 California Ave
Suite F

Reno, NV 89509
775-322-3282

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Thomas Melohn, Jr. - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
925-746-0225

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Edward Jones - Financial Advisor: Tanya Stringer

7240 W Azure Dr
Ste 135

Las Vegas, NV 89130
702-434-1528

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Edward Jones - Financial Advisor: Mike Ashton

604 W Washington Street
Suite F

Carson City, NV 89703
775-882-5566

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Edward Jones - Financial Advisor: Jeffrey R Dye

3250 S Hwy 160
Ste 9 A

Pahrump, NV 89048
775-537-6630

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Edward Jones - Financial Advisor: Tim Cleveland, ChFC®

1625 Highway 88
Suite 301

Minden, NV 89423
775-265-1083

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Edward Jones - Financial Advisor: Michael Nolting

1389 Lampe Drive
Suite 2

Gardnerville, NV 89410
775-364-1592

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Edward Jones - Financial Advisor: Tyler J Naki

1663 Lucerne St
Suite A

Minden, NV 89423
775-782-8280

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Edward Jones - Financial Advisor: Kaitlin McMullan

2213 North 5th St
Ste A

Elko, NV 89801
775-738-8925

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Edward Jones - Financial Advisor: Todd Hauge

1000 N Green Valley Parkway
Suite 500

Henderson, NV 89074
702-450-9683

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Edward Jones - Financial Advisor: Brian Ewell

1000 Nevada Way
Suite 102

Boulder City, NV 89005
702-293-2572

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Edward Jones - Financial Advisor: Jeanne S Burmeister, AAMS"

4955 S Durango Dr
Suite 112

Las Vegas, NV 89113
702-871-4633

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Edward Jones - Financial Advisor: Thomas E Barcia, CFP®

401 Court Street
Suite 204

Reno, NV 89501
775-348-7919

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Allstate Personal Financial Representative: Rachel Taylor

2990 Sunrdg Heights Pkwy
Ste 130

Henderson, NV 89052
702-884-4939

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First Command Financial Advisor - Zachariah Mercer-CLOSED

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

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Edward Jones - Financial Advisor: Jeremy W Eller, CFP®

10300 West Charleston Blvd
Suite 12

Las Vegas, NV 89135
702-228-9694

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Terry Scott - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8670

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Las Vegas, NV Branch Office - UBS Financial Services Inc.

10801 W. Charleston Blvd
Suite 400

Las Vegas, NV 89135
800-428-7573

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Edward Jones - Financial Advisor: Jacob M Honea

2235 Green Vista
Suite 312

Sparks, NV 89431
775-674-3300

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Edward Jones - Financial Advisor: Jennifer N Ramsey

2235 Green Vista
Suite 312

Sparks, NV 89431
775-674-3300

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Edward Jones - Financial Advisor: Tim Hatch, AAMS"

469 4th Street

Elko, NV 89801
775-748-5279

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Edward Jones - Financial Advisor: Kolio P Kolev

7240 W Azure Dr
Ste 135

Las Vegas, NV 89130
702-434-1528

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Edward Jones - Financial Advisor: Arthur Mkhitarian

9440 W Sahara Ave
Ste 130

Las Vegas, NV 89117
702-240-4959

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Edward Jones - Financial Advisor: Patricia Krenos, AAMS"

8570 Del Webb Boulevard

Las Vegas, NV 89134
702-360-6568

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Chad Clem, Bankers Life Securities Financial Representative

4175 S Riley St
Ste 205

Las Vegas, NV 89147
702-873-1385

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Edward Jones - Financial Advisor: Mike Miller, AAMS"

1483 U S Hwy 395 N
Suite C

Gardnerville, NV 89410
775-782-4020

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Seul Gee Lee-Mitchell - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3133

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Edward Jones - Financial Advisor: Jim Morman, AAMS"

325 Harbour Cove Dr
Ste 221

Sparks, NV 89434
775-353-1039

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Edward Jones - Financial Advisor: Edward Woo, AAMS"

895 Roberta Lane
Suite 102

Sparks, NV 89431
775-626-8197

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Edward Jones - Financial Advisor: Adam T Wilson, AAMS"

3080 Vista Blvd
Suite 116

Sparks, NV 89436
775-358-0179

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Edward Jones - Financial Advisor: Greg Gonzalez, AAMS"

595 College Drive
Suite B

Henderson, NV 89015
702-566-1245

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Edward Jones - Financial Advisor: Ellen Guerra, AAMS"

10620 Southern Highlands Pkwy
Suite 130

Las Vegas, NV 89141
702-448-4320

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Allstate Personal Financial Representative: Marty Martinez

1291 Galleria Dr
Ste 125

Henderson, NV 89014
702-860-6694

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Edward Jones - Financial Advisor: John M Merkouris

844 W Nye Lane
Suite 204

Carson City, NV 89703
775-882-6070

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Green Financial Strategies Group

50 W. Liberty Street
Suite 500

Reno, NV 89501
775-322-2100

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Edward Jones - Financial Advisor: Michael Baumgardner

2298 W Horizon Ridge Parkway
Suite 111

Henderson, NV 89052
702-263-4886

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Allstate Personal Financial Representative: Ian Hughes

1055 W Moana Ln
Ste 102

Reno, NV 89509
775-828-9834

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Edward Jones - Financial Advisor: Alex Lepe, AAMS"

3886 A Mayberry Drive

Reno, NV 89519
775-747-5500

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Edward Jones - Financial Advisor: John E Boyd, AAMS"

4795 Caughlin Parkway
Ste 210

Reno, NV 89519
775-329-4646

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Cadence Wealth Management - UBS Financial Services Inc.

2475 Village View Drive
Suite 150

Henderson, NV 89074
702-567-4181

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Daniel Beheshti, CIMA®, CPWA® - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3138

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Russell J. Cory Jr., CEPA - UBS Financial Services Inc.

6900 South McCarran Boulevard
Suite 1020

Reno, NV 89509
775-789-4035

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Edward Jones - Financial Advisor: Dan Dooley, AAMS"

534 Lander St

Reno, NV 89509
775-332-2881

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Edward Jones - Financial Advisor: Jennifer Rust

412 East Musser Street
Suite 1

Carson City, NV 89701
775-883-1444

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Edward Jones - Financial Advisor: Bryan M Pumphrey, AAMS"

1975 Village Center Cir
#150

Las Vegas, NV 89134
702-254-0080

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Edward Jones - Financial Advisor: Jacqueline E Garol, AAMS"

3590 W Plumb Lane
Suite B

Reno, NV 89509
775-857-1866

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Edward Jones - Financial Advisor: Yunna Cheung, AAMS"

9750 Covington Cross Drive
Suite 190

Las Vegas, NV 89144
702-341-0418

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Edward Jones - Financial Advisor: Michael L Marinaro, AAMS"

1770 W Horizon Ridge Pkwy
Ste 140

Henderson, NV 89012
702-270-2238

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Ethos Wealth Advisors - UBS Financial Services Inc.

10801 W Charleston Boulevard
Suite 400

Las Vegas, NV 89135
702-792-3101

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Allstate Personal Financial Representative: Artes Jerus

2375 S Jones Blvd
Ste 18

Las Vegas, NV 89146
702-738-8029

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Allstate Personal Financial Representative: Juliana Hart

2955 Vista Blvd
Ste 103

Sparks, NV 89434
775-750-9680

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Edward Jones - Financial Advisor: Derrick P Martinez, AAMS"

754 W Pioneer Blvd
Ste 201

Mesquite, NV 89027
702-346-8700

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Allstate Personal Financial Representative: Ted Engberg

780 Baring Blvd

Sparks, NV 89434
925-963-5710

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Edward Jones - Financial Advisor: Walt Vetter

185 Melarkey Street

Winnemucca, NV 89445
775-623-0933

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Edward Jones - Financial Advisor: Bryce Bohlander, CFP®|CPWA®

9650 Gateway Drive
Suite 101

Reno, NV 89521
775-852-8801

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First Command Financial Advisor - Summer Pech

500 N Rainbow Blvd
Suite 310

Las Vegas, NV 89107
702-800-7466

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Klinger Quan Group - UBS Financial Services Inc.

937 Tahoe Blvd
2nd Floor

Incline Village, NV 89451
415-805-3169

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Edward Jones - Financial Advisor: Dana Uken

604 W Washington Street
Suite F

Carson City, NV 89703
775-882-5566

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Edward Jones - Financial Advisor: Erin K Childs, AAMS"

2571 Anthem Village Dr
Ste 3

Henderson, NV 89052
702-260-3005

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Allstate Personal Financial Representative: John Cleveland

1000 N Grn Valley Pkwy
Ste 450

Henderson, NV 89074
702-234-6272

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Jana Reddick - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8311

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Ryan R. Hyslop - Morgan Stanley

276 Kingsbury Grade

Stateline, NV 89449
775-586-2512

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Nicholas C Frank - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8678

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Leonard Remington - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8602

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Brittany Surina - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8660

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Troy Pinkelman - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-792-2014

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Craig Miller - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8138

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Jon Erickson - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8335

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Kurt Neddenriep - Morgan Stanley

905 Railroad Street
Suite 102

Elko, NV 89801
775-748-4513

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Ryan William Gilbrech - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8619

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Tony Maldonado - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8634

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Anthony D. Puckett - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-982-8611

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Tricia Fontan - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8377

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Ryan L Adamson - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8677

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Paolo Maressa-Yamamoto - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8180

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Ben Sloves - Morgan Stanley

5390 Kietzke Lane
Suite 200

Reno, NV 89511
775-823-8616

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Teng Dante

4974 S. Rainbow
#135

Las Vegas, NV 89118
702-534-7808

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Allan Duff - Morgan Stanley

1645 Village Cntr Circle
Ste 150

Las Vegas, NV 89134
702-242-8300

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Violeta Sotelo

8861 W. Sahara Ave.
Suite 260

Las Vegas, NV 89117
702-899-4346

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Dan Anderson - Morgan Stanley

3993 Howard Hughes Pky
Ste 800

Las Vegas, NV 89169
702-737-8153

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Christine Tsao

9205 W Russell Rd.
Bldg 3, Suite 240, Office 255

Las Vegas, NV 89148
702-608-8868

* Additional advisor listing is provided in partnership with Yext

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Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Shoul