Lane
Hunsicker

Pinnacle West Asset Management Inc

CRD#7015247
Investment Advisor
in Casper, WY

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About this Advisor

Lane Hunsicker is a financial advisor operating in Casper, Wyoming who has 5 years of relevant experience. Hunsicker is currently employed by Pinnacle West Asset Management Inc. Throughout their career, Hunsicker has worked at Pinnacle West Asset Management, University Of Wyoming, Natrona County High School and Cy Junior High. Hunsicker has a Series 65 license, designating them as an investment advisor representative, and can work in Wyoming. Pinnacle West Asset Management Inc is a financial advisory business that has its headquarters in Casper, WY. It oversees $168 million in total assets between its 219 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. The firm advises two charitable organizations. Of its 219 accounts, 42% are held by high-net-worth clients who have greater than $1 million in assets. Pinnacle West Asset Management Inc offers a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services usually depend on the type of financial services. However, fee types charged by Pinnacle West Asset Management Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

5 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

152 N. Durbin Street Suite 400
Casper, WY 82601

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Pinnacle West Asset Management Inc Brokerage Details

Total Assets Under Management

$168,279,527

WY Average: $484,914,235
Total Number of Employees

3

WY Average: 8
Total Number of Accounts

219

WY Average: 674
Average Account Size

$768,400

WY Average: $719,457

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Lane Hunsicker Work History

Lane has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Pinnacle West Asset Management

2010 - Present (14 years)

Natrona County High School

2007 - Present (17 years)

Cy Junior High

2014 - 2018 (4 years)

University Of Wyoming

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lane Hunsicker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pinnacle West Asset Management Inc

Arin Wesnitzer
Casper, WY
Lane Hunsicker
Casper, WY
Tom Creager
Casper, WY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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