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James L

Series 66

Williston, ND

Raymond James Financial

James Laqua is a Series 66-credentialed financial advisor with 12 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has worked concurrently at American State Bank & Trust Co. and the Williston Rural Fire Protection District. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and employs analytical tools to support client decision-making, with specialized services in municipal and public finance and innovative retirement plan advisory programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Aaron S

Series 63, Series 66

Williston, ND

Raymond James Financial

Aaron Schmit is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 27 years of industry experience. Aaron has worked with Raymond James since 2006 and also serves as an ESOP Committee member and funds management committee member at American State Bank & Trust. He is a board member of the Bethel Lutheran Foundation, contributing to the management of its assets and operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers customized planning and consulting supported by analytical tools and maintains programs that address municipal and public finance, SIMPLE IRA employer advisory services, and targeted marketing partnerships.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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