LYNETTE WHISLER, RICP®

Financial Advisor

Address: 3600 S COLLEGE AVE , FORT COLLINS , CO 80525
Call: 970-416-6874 
Email: Lynette.R.Whisler@wellsfargo.com Compose mail in a new window

My Background

Being a financial advisor is all about connection. Throughout my more than 24-year career, I have taken great pride in building strong connections with clients focused on a high-touch, hands-on approach grounded in the spirit of partnership. I strive to educate clients and help them stay personally connected to their wealth, opportunities, and options, so they are engaged and empowered to make informed decisions. Finally, I advocate for families to connect their values to their legacy when making charitable gifts and especially when transferring wealth to future generations to align intent and purpose.<br/>As a Retirement Income Certified Professional, I work with individuals, families and multi-generational families of all ages and stages of life as an active guide to help them leverage the wealth they worked to build, so they can create the lifestyle they want for themselves and others. I believe every client is unique and am committed to customizing strategies that truly reflect their distinct goals, dreams, concerns, family dynamics and priorities.<br/>Along with nearly 25 years working in the Financial Services industry, I have a Bachelor of Science, Finance, from Regis University. I have attained the Retirement Income Certified Professional designation and have been selected for the 2023 Forbes Best-in-State Wealth Advisors, 2023, 2024, and 2025 Forbes Top Women Wealth Advisors Best-in-State.<br/>I was born and raised in Nebraska. My husband, Matt, and I made Colorado our home 24 years ago, and we currently live in Fort Collins with our two boys. We are an active family and stay busy playing golf, supporting the boys' activities, and giving back to our community.

2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023 Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com)<br/>2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023 Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 (Source: Forbes.com)<br/>2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024 Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com)<br/>2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com)<br/><br/>https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm

My Education & Credentials

  • Bachelor of Science in Finance - Regis University
Securities Registered in the following states: AL, AZ, CA, CO, CT, FL, GA, IA, IL, KS, KY, LA, MI, MN, MO, MT, NC, NE, NJ, NM, NV, OH, OK, OR, PA, PR, SD, TX, UT, VA, WA, WI, WY
Insurance licensed in the following states: SD (Lic. # 7814544) Resident State: CO
LYNETTE WHISLER: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Colorado : FORT COLLINS Branch