Fargo, ND 32nd Ave S Office

Team
Updated today
Raymond James Financial logo

Raymond James Financial

Institution

Firm-wide stats for Raymond James Financial

Total advisors

6,497

Across 2,990 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Raymond James Financial Services Advisors, Inc. (RJFSA) provides financial planning, investment consulting, and advisory services to a broad client base that includes individual and high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. It also sponsors wrap-fee advisory programs and supports institutional consulting and portfolio management across a large advisor network and affiliated advisory firms.

RJFSA delivers non‑discretionary planning and investment consulting that is tailored to client goals, using fact‑finding, risk profiling, and analytical tools that include deterministic and probability modeling to illustrate potential outcomes. The firm encourages clients to implement recommendations through its advisory programs or other providers and has updated its disclosures to address technology, cybersecurity, and the use of artificial intelligence and machine‑learning tools in its operations.

Compared with many peers, RJFSA is affiliated with a municipal advisor, an arrangement that supports its municipal and public‑finance work and is uncommon among large institutional advisors. It also recently added a SIMPLE IRA Employer Advisory & Consulting Services program — a plan‑level, non‑discretionary offering that combines SIMPLE IRA simplicity with 401(k)-style oversight and customizable menus (including access to American Funds target date series) — and maintains targeted marketing arrangements such as a disclosed partnership with the Society for Human Resource Management.

Based on Raymond James Financial

Expertise

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

Based on Raymond James Financial

Occupation focus

Founder/Business Owner Executive

Based on Raymond James Financial

Location

4266 32nd Ave S, Suite H

Fargo ND 58104

Advisors at this office

5

Advisors at this office

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James D

CFP®, Series 63, Series 65

Fargo, ND

Raymond James Financial

James Dunkel is a CFP® with 28 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at LPL Financial, Investment Centers of America, Inc., and First International Investments. Dunkel is also involved as an associate with Midwest Wealth, a support company related to his Raymond James office. 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 institutions. The firm employs tailored, non-discretionary planning and analytical tools to align recommendations with client goals and supports specialized services such as municipal advising and SIMPLE IRA Employer Advisory & Consulting Services.

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

Series 66

Fargo, ND

Raymond James Financial

Tyler Honrud is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James in 2025, he worked at LPL Financial and Bell Bank. Outside of his advisory role, Honrud is the owner of Honrud Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports advisory programs with a focus on technology and risk management.

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

CFP®, Series 66

Fargo, ND

Raymond James Financial

Lisa Moe is a CFP® and holds a Series 66 designation with 27 years of experience in financial advising. She is currently with Raymond James Financial Services Advisors, Inc., having joined in 2025 after roles at LPL Financial, Cetera, and Bell Bank. Moe also owns and operates Moe Wealth Management at Midwest Wealth, where she serves as a wealth advisor. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting using analytical tools 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
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Sarah D

Series 66

Fargo, ND

Raymond James Financial

Sarah Dunkel is a financial advisor at Raymond James Financial with three years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial. Outside of her advisory role, she is active as a musician, providing music for pay since 2014. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable organizations. The firm employs non-discretionary, goal-based planning and uses analytical tools such as risk profiling and probability modeling to support client decision-making.

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

Tammy W

CFP®, Series 66

Fargo, ND

Raymond James Financial

Tammy Wood is a CFP®-certified financial advisor with 27 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and previously worked at LPL Financial and Bell Bank. She is president of Wood Wealth Management, a support company that operates alongside her advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance advisory work through its affiliated municipal advisor.

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