Kassidy Kay Wiedmeier

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

• 08/2018 → Present
  Raymond James Financial Serivces, Inc
  Rapid City, SD
• 01/2008 → 11/2017
  Ferguson Ranch
  Long Valley, SD
• 10/2016 → 11/2017
  Badlands Trading Post
  Philip, SD
• 11/2017 → 03/2018
  National American University
  Rapid City, SD
• 03/2018 → 08/2018
  Raymond James Financial Services, Inc
  Rapid City, SD
• 12/2019 → 01/2023
  Kadoka Area School District
  Kadoka, SD
• 04/2021 → 11/2024
  Grable Investment Services
  Rapid City, SD

Other Businesses

(1)Name of Business: Ferguson Ranch Address: 26909 SD HWY 73, Long Valley, SD, 57547, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 12/30/2020 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I own my own cattle that I pasture at my family's ranch. On the weekends and periodically during the week a couple times a year, I go to the ranch and work. My compensation is my calf check when we sell. (2)Name of Business: West River Investment Services Address: 805 Saint Cloud St, Rapid City, SD, 57701-4533, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am an Investment Professional/Financial Advisor at West River Investment Services Raymond James (3)Name of Business: Wiedmeier Investment Services LLC Address: 805 Saint Cloud St, Rapid City, SD, 57701-4533, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am the sole owner and manager of Wiedmeier Investment Services LLC which is the LLC I set up when I took over Raymond James Branch 6wi

Exams

• S66 Uniform Combined State Law Examination
  2019-12-14

Other Names

• Kassidy Kay Ferguson