Misty Dawn Robertson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1997 → 06/2019
  Wells Fargo Bank
  North Platte, NE
• 07/2019 → Present
  First National Bank
  North Platte, NE
• 04/2021 → Present
  Raymond James Financial Services
  North Platte, NE
• 07/2019 → Present
  First National Nebraska, Inc.; Fnni
  North Platte, NE
• 07/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  North Platte, NE

Other Businesses

(1)Name of Business: First Investments & Planning Address: 201 N Dewey St, North Platte, NE, 69101, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/30/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Misty Robertson Address: 11299 N Weaver Hills Road, North Platte, NE, 69101, United States Activity Type: Agriculture/Farming Position/Title: Other Investment Related: No Start Date: 01/01/1990 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: sole proprietor

Exams

• S66 Uniform Combined State Law Examination
  2021-07-06

Other Names

• Misty Dawn Roggasch