Plymouth, MN Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

8

Of 6,461 advisors across 2,959 offices

Location

3033 Campus Drive Suite W110

Plymouth MN 55441

Advisors at this office

8

Advisors at this office

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Deborah T

Series 63, Series 66

Plymouth, MN

Raymond James Financial

Deborah Thompson is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 66 licenses and has 21 years of industry experience. She has been affiliated with Raymond James since 2015 and also works with Pfk Management and Scholz. Outside of her advisory role, she is involved in financial planning through PFK Financial Services, Inc. and serves as a future executor for a family estate. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm delivers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional specialties in municipal advisory services and SIMPLE IRA employer consulting.

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

Series 63, Series 65

Plymouth, MN

Raymond James Financial

Chad Haas is a financial advisor with Raymond James Financial Services, Inc. based in Plymouth, MN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Raymond James since 2007. Outside of his advisory role, he is an associate at PFK Financial Services, Inc., where he performs clerical and client service duties. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to align recommendations with client goals and has unique affiliations supporting municipal and public finance work.

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

CFP®, Series 63

Plymouth, MN

Raymond James Financial

John Schricker is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. since 2007 and held a position at PFK Management Inc. for over two decades. In addition to his advisory role, he is involved with PFK Financial Services Inc., providing administrative and client services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and investment advice aligned with client goals.

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

CFP®, Series 63, Series 65

Plymouth, MN

Raymond James Financial

Patrick Kelly is a CFP®-designated financial advisor with Raymond James Financial, based in Plymouth, MN, with 41 years of industry experience. He has been with Raymond James since 2007 and leads Patrick F. Kelly & Associates. Outside of his advisory work, he operates a storage rental business. 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, and institutional accounts. The firm offers tailored, non-discretionary planning and supports a range of advisory programs within a large advisor network.

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

Series 66

Plymouth, MN

Raymond James Financial

Jessica Johnson is a financial advisor with Raymond James Financial Services, Inc., holding a Series 66 designation and six years of industry experience. Her background includes roles at Raymond James, PFK Financial Services Inc., Executive Public Accountants, and PaperChase Accounting. Outside of advising, she has worked in clerical and client service positions supporting small businesses and financial professionals. 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 institutional clients. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, with specialized municipal and public finance services and a SIMPLE IRA Employer Advisory & Consulting program.

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

Series 63, Series 65

Plymouth, MN

Raymond James Financial

Jennifer Haas is a financial advisor at Raymond James Financial Services Advisors, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera and AdvisorNet Financial Inc. Outside of her advisory role, Haas serves as Chief Operating Officer and board member for a multimedia affiliate that provides video and audio podcasting support for advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and features specialized offerings such as municipal advisory services 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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Yevgeny B

Series 66

Plymouth, MN

Raymond James Financial

Yevgeny Bilozerov is a financial advisor at Raymond James Financial in Plymouth, MN, holding a Series 66 designation. He entered the industry recently, beginning his advisory career in 2025 with roles at Raymond James Financial Services, Wealth Enhancement Brokerage Services, LLC, and Wells Fargo Bank. Outside of his advisory work, he is associated with PFK Services Inc., a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs risk profiling and modeling tools to tailor non-discretionary planning and supports its clients through various advisory programs and institutional consulting services.

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

Series 66

Plymouth, MN

Raymond James Financial

Volha Siamionava is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience and holds a Series 66 designation. She has previously worked at PFK Financial Services Inc. and TCF Bank, among other firms. Outside of her advisory role, she serves as a financial advisor at PFK Financial Services, providing client services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goal-setting, with specialized offerings in municipal and public finance as well as SIMPLE IRA employer advisory services.

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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