Hermantown, MN Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

3

Of 6,461 advisors across 2,959 offices

Location

4135 Richard Ave, Ste 202

Hermantown MN 55811

Advisors at this office

3

Advisors at this office

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Derek O

Series 63, Series 66

Hermantown, MN

Raymond James Financial

Derek Olson is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include 24 years at RBC Wealth Management and a year at Redhawk Wealth Advisors. He is also an owner and officer of Panichi Olson Wealth Advisors LLC, where he serves as vice president. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and modeling 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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Jody R

Series 66

Hermantown, MN

Raymond James Financial

Jody Roberts is a financial advisor with Raymond James Financial, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Merrill Lynch and Northwestern Mutual Investment Services. He also works as an associate at Panichi Olson Wealth Advisors LLC in a non-investment support capacity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports a broad network of advisors, including municipal finance and SIMPLE IRA consulting programs.

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

Series 63, Series 65

Hermantown, MN

Raymond James Financial

Jess Panichi is a financial advisor at Raymond James Financial with 30 years of industry experience. He previously worked at Merrill Lynch for 23 years and held roles at Redhawk Wealth Advisors prior to joining Raymond James in 2019. Panichi is also the CEO and Branch Manager of Panichi Olson Wealth Advisors 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, institutions, and charitable organizations. The firm offers customized non-discretionary planning and employs advanced analytical tools to support client decision-making.

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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