Caldwell, ID Main St Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

4

Of 6,448 advisors across 2,955 offices

Location

708 Main St, Suite 202

Caldwell ID 83605

Advisors at this office

4

Advisors at this office

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Brayden D

Series 66

Caldwell, ID

Raymond James Financial

Brayden Dunning is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. He has worked at Raymond James Financial Services Advisors Inc. since 2018 and previously held a role at Wells Fargo Advisors. Outside of advising, he owns and manages agricultural and business ventures, including family farming operations and small businesses in Idaho. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports investment implementation through its advisory programs and partnerships.

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

CFP®, Series 66, Series 63

Caldwell, ID

Raymond James Financial

Brandee Schuelke is a financial advisor at Raymond James Financial with 27 years of industry experience. She holds the CFP® designation along with Series 66 and Series 63 licenses. Her prior experience includes roles at The Helmstar Group, LLC and Mcmillen & Company, Inc. She also works as an associate and project manager at Dunning Wealth Management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base that includes individuals, high-net-worth clients, institutions, and nonprofit organizations, using tailored non-discretionary planning and advanced analytical tools.

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

Series 63, Series 66

Caldwell, ID

Raymond James Financial

Kyle Dunning is a financial advisor with Raymond James Financial Services, Inc. He holds Series 63 and Series 66 licenses and has 43 years of industry experience. Prior to joining Raymond James in 2018, he worked at Wells Fargo Advisors and Wells Fargo Clearing in various roles from 2009 to 2018. Outside of his advisory role, he is a partner at Dunning Farms, an agricultural business, and owns Dunning Wealth Management, LLC. 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 employs a non-discretionary, goal-based approach using risk profiling and analytical tools and is notable for its municipal advisory affiliation and specialized employer advisory programs.

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

Series 66, Series 63

Caldwell, ID

Raymond James Financial

Dalton James is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Raymond James, he worked at Fidelity Investments and Strategic Advisors. His background includes involvement with sports education and university roles. 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 delivers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
View complete list of advisors at this office
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