Best Investors Account Sign in
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:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2026-03-04
  • WI RA
    APPROVED
    Since 2026-03-04

Branch Locations

Green Bay, WI • United States

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Blind Shop, Llc Depere WI 08/2014 04/2019
Zk Financial Group, Llc Green Bay WI 04/2019 05/2025
Raymond James Financial Services Inc. Green Bay WI 04/2019 07/2021
Raymond James Financial Services Advisors, Inc. Green Bay WI 10/2021 05/2025
Raymond James Financial Services, Inc. Green Bay WI 07/2021 05/2025
Thrivent Financial Appleton WI 05/2025 02/2026
Thrivent Investment Management Inc. Minneapolis MN 05/2025 02/2026
Raymond James Financial Services, Inc. Green Bay WI 03/2026 Present
Raymond James Financial Services Advisors, Inc Green Bay WI 03/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-08
  • S66 Uniform Combined State Law Examination
    2021-10-08
Other Names
  • Christina Jean Oettinger
  • Christina Jean Koltosky

View on SEC IAPD

More in Green Bay, WI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor