AK
CFP
AK
CFP

Alexander Kaschmitter

11 Years of Experience
Cottonwood Heights, UT
Broker

Alexander Kaschmitter is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Cottonwood Heights, UT, with 11 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

2750 E. Cottonwood Parkway, #520, Cottonwood Heights, UT, 84121

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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

Alexander owns rental real estate property since 2023, dedicating minimal time to renting out a spare bedroom. This activity is investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
November 2019 - Present · 6 yrs 10 mos
Raymond James & Associates, INC.
November 2019 - Present · 6 yrs 10 mos
Raymond James & Associates, INC.
November 2019 - Present · 6 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2015 - November 2019 · 4 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2015 - November 2019 · 4 yrs 10 mos
State Registrations20 states
AZCACOFLHIIDMNMONJNVNYORPASCTNTXUTVAWAWY
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.
Alexander Kaschmitter - Financial Advisor | TrueAdvisor