Kassidy Wiedmeier
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. Kassidy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
805 St. Cloud Street, Rapid City, SD, 57701
Get directionsHistory
Regulatory History (1)
Financial
May 2024Other 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
Raymond James Financial Services, INC.Broker
State Registrations16 states
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
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