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Gordon David Wollman

Advisor at Raymond James Financial — Huron, SD

Updated today

Credentials

CFP®, ChFC®, Series 63, Series 65

Experience

33 years

Location

Huron, SD 57350

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,448

Across 2,954 offices

Clients per advisor

77 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Gordon Wollman is a CFP® and ChFC® financial advisor with Raymond James Financial in Huron, South Dakota, bringing 33 years of industry experience. He has been with Raymond James Financial and its affiliated services since 2009. Outside his advisory role, he serves as a trustee for a local church and is an author working on a book. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports specialized municipal and retirement plan advisory programs.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Huron, SD

280 Dakota Ave S

Huron SD 57350

Advisors at this office

3

Most active in

South Dakota · Texas

Work history

33 years of industry experience

Raymond James Financial Services

2009 - Present • 17 years

Huron, SD

Raymond James Financial

2009 - Present • 17 years

Huron, SD

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Sherman G

CFP®, Series 63, Series 66

Huron, SD

Wells Fargo Advisors

Sherman Gose is a CFP® certificant with 33 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2012. He is based in Huron, South Dakota. Outside of his advisory work, Gose serves as a commissioner on the South Dakota State Fair Commission. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold, covering areas such as retirement, education, risk, wealth-transfer, and specialized planning needs.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner

Jacob L

Series 66

Huron, SD

Edward Jones

Jacob Lindgren is a financial advisor at Edward Jones in Huron, South Dakota, with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment solutions, tax-efficient services, and affiliated mutual funds.

Business ownership considerations Retirement income strategy Wealth management Founder/Business Owner
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Steven G

CFP®, Series 63, Series 66

Huron, SD

Wells Fargo Advisors

Steven Gohn is a CFP® with 33 years of industry experience and has been with Wells Fargo Advisors since 2012. He holds Series 63 and Series 66 licenses and is based in Huron, South Dakota. Outside of his advisory role, he co-owns Fieldstone Group LLC, a commercial real estate business, and serves as a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides tailored recommendations through comprehensive planning tools and supports a broad range of client needs including retirement, education, and niche planning areas.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Connor G

Series 66

Huron, SD

Wells Fargo Advisors

Connor Gose is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and having one year of industry experience. Prior to joining Wells Fargo Advisors in 2023, he served six years in the United States Air Force and worked at AgSense from 2015 to 2017. Outside of his advisory role, he owns a government contracting business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients meeting certain net-worth thresholds and integrates advisory services with other financial products and referral channels.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Joshua C

Series 66

Huron, SD

Edward Jones

Joshua Carr is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his investment career in 2025. Prior to joining Edward Jones, he operated Carr Chiropractic Clinic for 16 years. Outside of his advisory role, he is a partner and owner at Carr Partners, a building ownership business in Miller, South Dakota. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branches.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Trent F

Series 66

Huron, SD

Wells Fargo Advisors

Trent Francom is a financial advisor with Wells Fargo Advisors in Huron, South Dakota, holding a Series 66 designation and three years of industry experience. He has been with Wells Fargo Advisors since 2018 and previously worked at Huron High School. In addition to his advisory role, he has been associated with South Dakota State University since 2017. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including niche areas such as business-owner transition planning and special-needs analysis.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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