James Widman is a registered investment advisor at Wells Fargo Advisors, based in Overland Park, KS, with 36 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
7500 College Blvd Ste 140, [Satellite], Overland Park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James has ownership stakes in Riverside Duck Club Inc., W3 Holdings LLC, 3 Oaks Barn LLC, and White Oak Financial Advisors LLC. He spends about a quarter of his time on White Oak Financial Advisors LLC, and minimal time on the other ventures.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Hibbard Brown & CO., INC.Broker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
State Registrations30 states
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