Wade James Westhoff

Current Employers

Employment History

• 02/2013 → 02/2017
  Securian Financial Services Inc.
  St. Paul, MN
• 02/2013 → 02/2017
  Summtt Financial Group
  San Ramon, CA
• 02/2017 → Present
  Raymond James Financial Services, Inc
  Bend, OR
• 04/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Bend, OR
• 02/2018 → 02/2018
  Alrohumo, Llc
  Bend, OR
• 02/2018 → Present
  Alrohumo, Llc
  Bend, OR
• 09/2019 → 09/2023
  The Westhoff Group
  Bend, OR
• 11/2024 → Present
  The Westhoff Group
  Bend, OR

Previous Registrations

• 2013-02-04 → 2017-02-03
  Securian Financial Services, Inc.
  San Ramon, CA
  San Mateo, CA
  Bend, OR
• 2002-05-23 → 2013-02-05
  Cetera Wealth Services, Llc
  Pleasanton, CA
  Pleasant Hill, CA
  San Ramon, CA

Other Businesses

(1)Name of Business: Alrohumo, LLC Address: 19445 Tam Lake Court, Bend, OR, 97702, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/20/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the operating entity for my RJFS business interests. (2)Name of Business: McQueen Kalligan Insurance Services, inc. Address: 360 SW Bond, Ste 410 , Bend, OR, 97702, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To provide Non-Variable life insurance and Long Term Care insurance solutions to indiviudals, families and small businesses. (3)Name of Business: Oregon State University - Cascades Advocacy & Advisory Board Address: 1500 Chandler Ave, Bend, OR, 97702, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend quarterly meetings for the AAB. Be an ambassador in the community for OSU-Cascades Campus. Offer insight, guidance and stewardship to the AAB. (4)Name of Business: The Westhoff Group Address: 360 SW Bond St Ste 410, Bend, OR, 97702-3556, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 11/19/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The Westhoff Group is the DBA for my operating firm, Alrohumo, LLC

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-07-07
• S63 Uniform Securities Agent State Law Examination
  1995-11-17

Designations