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Jennifer Riedeman

26 Years of Experience
Fond Du Lac, WI
Broker

Jennifer Riedeman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fond Du Lac, WI, with 26 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

130 South Main Street, Fond Du Lac, WI, 54936-0988

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jennifer works as an associate/employee at National Exchange Bank & Trust and National Exchange Investment Management, spending about half her time as a financial advisor. She also serves as an officer (President) for the Rosendale-Brandon School Board, dedicating a few hours per week to this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2009 - Present · 17 yrs 1 mo
Raymond James Financial Services, INC.Broker
May 2001 - Present · 25 yrs 2 mos
Previous Registrations
Focused Investments L.L.C.Broker
March 2000 - May 2001 · 1 yr 2 mos
State Registrations7 states
ALCOCTIAILNVWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jennifer Riedeman - Financial Advisor | TrueAdvisor