Cassity WingenbachCRD Number: 5310099
Current Firm: Eide Bailly Advisors, LLC
Cassity Wingenbach (CRD# 5310099) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Bismarck, ND and has over 3 years of experience in the finance industry.
Capital City Wealth Management, Inc.
Northwestern Mutual Investment Services,llc
Investment Centers Of America, Inc.
|Bismarck Public Schools||Bismarck, ND||Nov 2015 - Current||2|
|United Planners' Financial Services||Scottsdale, AZ||Sep 2015 - Current||2|
|Eide Bailly Financial Services||Bismarck, ND||Jun 2014 - Current||3|
|Eide Bailly Advisors, LLC||Bismarck, ND||Jun 2014 - Current||3|
|Eide Bailly Agency||Bismarck, ND||Jun 2014 - Current||3|
|Bismarck Gymnastics Academy||Valley City, ND||Dec 2002 - Current||15|
|Securities America Inc.||Bismarck, ND||Nov 2013 - Sep 2015||1|
|Stroh And Associates||Bismarck, ND||Jun 2013 - Oct 2013||< 1|
|Sia Marketing/schmidt Insurance||Bismarck, ND||May 2007 - Jun 2013||6|
|Idea Center||Bismarck, ND||Jun 2009 - Dec 2009||< 1|
|George Arnold & Associates||Fargo, ND||Jan 2007 - Apr 2007||< 1|
|Horace Mann||Grand Forks, ND||Sep 2006 - Dec 2006||< 1|
|Missouri Valley Family Ymca||Bismarck, ND||Jan 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management362MILLIONS
Total Number of Accounts834ACCOUNTS
Average Account Value$434,497
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, DC, FL, HI, IA, ID, IL, IN, LA, MN, MT, ND, NE, NV, OH, OK, SD, TX, UT, VA, VT, WA, WI
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