Cassity Wingenbach, financial advisor Bismarck ND
88 score

Cassity Wingenbach

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bismarck Public Schools Bismarck, ND Nov 2015 - Current 1
United Planners' Financial Services Scottsdale, AZ Sep 2015 - Current 1
Eide Bailly Financial Services Bismarck, ND Jun 2014 - Current 2
Eide Bailly Advisors, LLC Bismarck, ND Jun 2014 - Current 2
Eide Bailly Agency Bismarck, ND Jun 2014 - Current 2
Bismarck Gymnastics Academy Valley City, ND Dec 2002 - Current 14
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
Contact Info for Cassity N. Wingenbach
Phone Number: 701-476-8759
Registered State(s):
  • CA
  • ID
  • TX
  • ND
By the Numbers
  • Total Assets Under Management
    362
    MILLIONS
  • Total Number of Accounts
    834
    ACCOUNTS
  • Average Account Value
    $434,497
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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