Advisor at Raymond James Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Raymond James Financial
Location
Osceola, WI 54020
Credentials
Series 66
Industry experience
< 1 year
Fixed (flat) dollar fees available for planning and consulting services
Commissions charged in implementation of plans, including legacy clients with older fee schedules; commissions may be used to offset planning fees
Hourly fees generally charged up to $400 per hour
Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or percentage of assets under advisement up to 2.25%
Raymond James Financial Services Advisors, Inc.
2026 - Present (1 year)
Raymond James Financial Services, Inc.
2024 - Present (2 years)
Valley Spirits
2024 - 2024 (1 year)
Raymond James Financial Services, Inc.
2023 - 2024 (1 year)
Unemployed
2023 - 2023 (1 year)
Pilot Flying J
2021 - 2023 (2 years)
Fireworks Forever
2021 - 2023 (2 years)
Hidden Pines Ranch
2021 - 2021 (1 year)
St Croix Valley Trees
2020 - 2021 (1 year)
Andersen Windows & Doors
2020 - 2020 (1 year)
Not Justa Bar & Cafe
2020 - 2020 (1 year)
TJ Maxx
2019 - 2020 (1 year)
St Olaf College
2019 - 2023 (4 years)
Phil's Tara Hideaway
2017 - 2020 (3 years)
Unemployed
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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Scandia, MN
Edward Jones
CFP®, Series 66
Osceola, WI
Edward Jones
Series 63
Forest Lake, MN
Edward Jones
Series 66
Chisago City, MN
Edward Jones
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