Carl Veenendaal, financial advisor Elm Grove WI
93 score

Carl Veenendaal

CRD Number: 2005462
Current Firm: Raymond James Financial Services Advisors, Inc.

Carl Veenendaal (CRD# 2005462) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Elm Grove, WI and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Elm Grove, WI Jun 2009 - Current 7
Raymond James Financial Services, Inc. Elm Grove, WI Nov 2008 - Current 8
Catholic Memorial High School Waukesha, WI Nov 2003 - Current 13
Catholic Memorial L/s Waukesula, WI Mar 1999 - Jul 2011 12
Raymond James Financial Services, Inc. Milwaukee, WI Oct 2002 - Oct 2008 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1990
Contact Info for Carl W. Veenendaal
Phone Number: 727-567-5877
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
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
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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