AS
CFP
AS
CFP

April Selstad

14 Years of Experience
Charleston, IL
Broker

April Selstad is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Charleston, IL, with 14 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

500 W Lincoln Avenue, Charleston, IL, 61920

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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

April works as an associate/employee at First Mid Bank & Trust, advising clients. This takes a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2012 - Present · 13 yrs 10 mos
Raymond James Financial Services, INC.Broker
June 2012 - Present · 13 yrs 11 mos
Previous Registrations
Wachovia Securities, LLC
January 2008 - December 2008 · 11 mos
Wachovia Securities, LLCBroker
January 2008 - December 2008 · 11 mos
A. G. Edwards & Sons, INC.
October 2007 - January 2008 · 3 mos
A. G. Edwards & Sons, INC.Broker
October 2007 - January 2008 · 3 mos
State Registrations18 states
AZCOFLIAIDILINKYMDMINCNMOHOKORPAVAWI
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.