Wade Westhoff
Wade Westhoff is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bend, OR, with 30 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
255 SW Bluff Drive, Suite 200, Bend, OR, 97702
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Regulatory History (1)
Customer Dispute
December 2016Other Business ActivitiesSells Insurance
Wade owns Alrohumo, LLC, the operating entity for his RJFS business interests, and The Westhoff Group, a DBA for Alrohumo, LLC. He is also an agent for McQueen Kalligan Insurance Services, providing non-variable life insurance and long-term care insurance, and serves on the Oregon State University - Cascades Advocacy & Advisory Board.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Financial Network Investment CorporationBroker
Money Concepts Capital CORPBroker
State Registrations25 states
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