Financial advisers in New Mexico
52 profiles with reported offices in New Mexico. Explore advisers’ roles, firms and public regulatory records.
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Find advisers with a reported office in New Mexico. Choose a city to get started.
OFFICE CITIES
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Cities in New Mexico
A–Z · Number of advisersCity locations are approximate. Counts reflect reported offices. 1 city is listed without a map marker.
Map sources: U.S. Census Natural Earth
Adviser profiles
- William JobesInvestment adviser representativeLive Oak Wealth Advisory GroupCRD 258753
- Steven IversenMemberCross State Financial GroupCRD 820813
- Ronald SklarInvestment adviser representativeSklar Capital AdvisorsCRD 1437514
Stephen LynchPresident and CCOSteve Lynch Wealth ManagementCRD 1479879- Ralph HicksManaging MemberOakmont Advisory GroupCRD 1500855
Gregory ZanettiCCO/Managing MemberZanetti FinancialCRD 1506346- Christopher RyonDirectorCity Different HoldingsCRD 1566540
- David RisserInvestment adviser representativeAltamira Financial GroupCRD 1634106
- Christopher PrienManaging Director/Chief Compliance OfficerPrien Asset ManagementCRD 1988563
Peter LehrmanManaging Member/Chief Compliance OfficerSandia Wealth ManagementCRD 2246752
Pete HendersonPartnerTigeroak ManagementCRD 2301206- Brian StangelCEO/PresidentHanseatic Management ServicesCRD 2549536
- Kerry LeeManaging Member, CCOAltamira Financial GroupCRD 2688537
- Philip MessuriInvestment adviser representativeLakeridge Wealth ManagementCRD 2701121
David KantorPartnerSanta Fe AdvisorsCRD 2714486- Brenton FewoxInvestment adviser representativeAtlas Capital ManagementCRD 2825608
Kristina AlleyChief Compliance Officer & PartnerSanta Fe AdvisorsCRD 2908861- Frances Robinson-BidwellInvestment adviser representativePelican Investment AdvisorsCRD 3062026
- Danielle MutzManaging Member/Chief Compliance OfficerCross State Financial GroupCRD 4179319
Johann KlaassenPresident/President/Principal Shareholder/Chief Compliance OfficerHorizons Sustainable Financial ServicesCRD 4280579- Connor BrowneChief Executive Officer, DirectorCity Different HoldingsCRD 4441922
Gregory MyersPartnerFinancial PartnersCRD 4625574- Gonzalo RufattInvestment adviser representativeAltamira Financial GroupCRD 4686876
- Michelle NowfelInvestment adviser representativeCity Different HoldingsCRD 4810002
Jennifer MigdalInvestment adviser representativeValued RetirementsCRD 4952120- Paul MadridCEO, CCO, Trustee of Paul & Jessica Madrid TrustMadrid Wealth ManagementCRD 5311000
- Robert MacdonaldInvestment adviser representativeCity Different HoldingsCRD 5387458
Peter MurphyManaging MemberFinancial PartnersCRD 5427375
Saxon KnightPresidentSklar Capital AdvisorsCRD 5502472- Travis FlandermeyerManaging Member / PrincipalLakeridge Wealth ManagementCRD 5576345
- Amy StangelCCO/SecretaryHanseatic Management ServicesCRD 6014274
Nicholas GordonChief Compliance OfficerSklar Capital AdvisorsCRD 6072499- David HicksPartner & Chief Compliance OfficerOakmont Advisory GroupCRD 6156912
- Joshua HovdaInvestment adviser representativeLakeridge Wealth ManagementCRD 6166943
- Dalton HerrinInvestment adviser representativeLakeridge Wealth ManagementCRD 6397188
Kyle LynchInvestment adviser representativeSteve Lynch Wealth ManagementCRD 6522256- Ross NettlesInvestment adviser representativeMadrid Wealth ManagementCRD 6603743
- Bernadine SanchezInvestment adviser representativeMadrid Wealth ManagementCRD 6723736
- Michael ReidManaging Member/CCOStonekeep InvestmentsCRD 6919056
- Robert QuinlanInvestment adviser representativeLakeridge Wealth ManagementCRD 6954409
Roger NagelInvestment adviser representativeSJHL Financial ServicesCRD 6998709- Shae SaxtonInvestment adviser representativeLakeridge Wealth ManagementCRD 7408424
Walt BensonPartnerZanetti FinancialCRD 7459557
Silas PetersonChief Compliance Officer & PartnerFinancial PartnersCRD 7531354
Jack HendersonInvestment adviser representativeTigeroak ManagementCRD 7567765- Brandon KinsnerInvestment adviser representativeOakmont Advisory GroupCRD 7621973
- Connor GreenwoodInvestment adviser representativeHanseatic Management ServicesCRD 7623192
- Matthew KindleyInvestment adviser representativeSJHL Financial ServicesCRD 7723414
- Gifford DavisInvestment adviser representativePrien Asset ManagementCRD 7739996
- Valeria Cera PrimeroInvestment adviser representativeHorizons Sustainable Financial ServicesCRD 7941824
Prisma AveryInvestment adviser representativeHorizons Sustainable Financial ServicesCRD 8027119- Connie LeeInvestment adviser representativeLakeridge Wealth ManagementCRD 8156598
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.