KW
KW

Kassidy Wiedmeier

7 Years of Experience
Rapid City, SD
1 DisclosureBroker

Kassidy Wiedmeier is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rapid City, SD, with 7 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

805 St. Cloud Street, Rapid City, SD, 57701

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History

Regulatory History (1)
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Financial
May 2024
Final
Other Business Activities

Kassidy is a partner in Ferguson Ranch since 2020, where she owns cattle and assists with ranch work on weekends and periodically during the week. This takes about a quarter to half of her time overall, with minimal time spent during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
December 2019 - Present · 6 yrs 5 mos
Raymond James Financial Services, INC.Broker
February 2019 - Present · 7 yrs 3 mos
State Registrations16 states
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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.
Kassidy Wiedmeier - Financial Advisor | TrueAdvisor