Kendall Zeman (CRD# 7750407) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chippewa Falls, WI and has 1 year of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6621851
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Chippewa Falls, WI | Dec 2023 - Current | < 1 |
| Fries Financial Group | Chippewa Falls, WI | Jun 2023 - Current | < 1 |
| Raymond James Financial Services, Inc. | Chippewa Falls, WI | May 2023 - Current | < 1 |
| Unemployed | Bloomer, WI | May 2023 - Jun 2023 | < 1 |
| Kwik Trip | La Crosse, WI | Jun 2022 - May 2023 | < 1 |
| Winona State University | Winona, MN | Aug 2018 - Jun 2022 | 3 |
| Bremer Bank | Lake Elmo, MN | Jun 2021 - Aug 2021 | < 1 |
| Elite Realty Group | Eau Claire, WI | May 2019 - Aug 2020 | 1 |
| Apex Insurance Group Of Wi, LLC | Bloomer, WI | Apr 2019 - Aug 2020 | 1 |
| Bloomer Hardware | Bloomer, WI | Jan 2018 - Aug 2018 | < 1 |
| Bloomer High School | Bloomer, WI | Sep 2014 - Aug 2018 | 3 |
| Bloomer School District | Bloomer, WI | Jun 2015 - Sep 2017 | 2 |
| Unemployed | Bloomer, WI | Jun 2014 - Sep 2014 | < 1 |
| Bloomer Middle School | Bloomer, WI | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- WI
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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