SW
SW
Shawn Weidmann
24 Years of Experience
Vancouver, WA
1 DisclosureBroker
Shawn Weidmann is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Vancouver, WA, with 24 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
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Location
201 NE Park Plaza Drive, Suite 261, Vancouver, WA, 98684
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2010Settled
Other Business Activities
Shawn is a director of the Camas Whiskey Club, organizing events and participating in charitable endeavors. This takes a few hours per week.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2020 - Present · 6 yrs 3 mos
Raymond James Financial Services, INC.Broker
January 2020 - Present · 6 yrs 4 mos
Previous Registrations
Fisher Investments
August 2007 - January 2020 · 12 yrs 5 mos
U.S. Bancorp Investments, INC.
May 2005 - August 2007 · 2 yrs 3 mos
U.S. Bancorp Investments, INC.Broker
February 2002 - August 2007 · 5 yrs 6 mos
American Express Financial Advisors INC.Broker
September 2001 - October 2001 · 1 mo
Ids Life Insurance CompanyBroker
September 2001 - October 2001 · 1 mo
State Registrations19 states
AKARAZCACOFLGAIDMTNDNENVORPASCTXUTVTWA
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.