SF
SF

Stephanie Friemoth

17 Years of Experience
Waukesha, WI
Broker

Stephanie Friemoth is a registered investment advisor at Raymond James & Associates, INC., based in Waukesha, WI, with 17 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.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

20800 Swenson Drive, Suite 325, Waukesha, WI, 53186

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Stephanie is a co-owner of a brunch restaurant franchise, with her husband primarily running the business. Stephanie's involvement is limited to ownership on franchise documents and bank accounts, dedicating minimal time to the business.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2023 - Present · 3 yrs 4 mos
Raymond James & Associates, INC.
March 2023 - Present · 3 yrs 4 mos
Raymond James & Associates, INC.Broker
March 2023 - Present · 3 yrs 4 mos
Previous Registrations
Edward Jones
March 2009 - March 2023 · 14 yrs
Edward JonesBroker
February 2009 - March 2023 · 14 yrs 1 mo
State Registrations21 states
ALAZCACOCTFLGAIDILINLAMNMONCNDNYOHORSCTXWI
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.