Laramie Financial Advisor

We proudly offer comprehensive financial planning services through SagePoint Financial. SagePoint is a leading full-service financial firm providing clients convenient access to financial advice and planning.

Rob Nelson
Wealth Management Officer

(307) 721-7556

Financial Services We Provide:

  • Comprehensive Portfolio Evaluation
  • Financial Planning
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Mutual Funds
  • Stocks
  • Corporate Bonds
  • Government Securities
  • Tax Reduction Strategies
  • Variable Annuities
  • Fixed Annuities
  • Life Protection
  • Disability Protection

Whether you are a current investor or looking to invest for the first time, SagePoint Financial has solutions for every stage of life. We can help you design a program tailored for your individual needs.

To learn more about investing in today’s markets, visit

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SagePoint Financial (SagePoint), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with Wyoming State Bank. Securities, advisory services and insurance products offered through SagePoint and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank of their affiliates *subject to risks including the possible loss of principal amount invested.

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

Representatives of a registered broker-dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representative and the BD or IA they represent (a) satisfy the qualification requirements or and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.

Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

We are registered to offer securities in the following states: CA, CO, IN, MT, ND, NM, WA & WY

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