Williston, ND Office

Team
Updated today

Client AUM

$346,178,261,888

Clients

493,979

Advisors

2

Of 6,448 advisors across 2,954 offices

Location

223 Main Street

Williston ND 58801

Advisors at this office

2

Advisors at this office

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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, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has served at Raymond James Financial since 2006 and also works with American State Bank & Trust, where he participates on the ESOP Committee and the ASBT Funds Management Committee. Schmit is a board member of the Bethel Lutheran Foundation, contributing to the management of foundation assets and participating in capital campaign activities. 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 approach tailored to client goals, utilizing risk profiling and analytical tools to support investment decisions.

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