Wendy Homstad
Wendy Homstad is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Duluth, MN, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
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Location
26 East Superior Street, Suite 500, Duluth, MN, 55802
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Piper Jaffray INC.Broker
State Registrations29 states
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