Donna Casey Feuerherdt
Investment adviser representative at Raymond James Financial Services Advisors, Inc
9 yearsExperience
1 stateRegistered in
ChFC®Designation
$390BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Non-variable InsuranceApr 2018 to now
- Raymond James Financial Services Advisors Inc.Feb 2017 to now
- Raymond James Financial Services, Inc.Jan 2017 to now
- Rental Real EstateFeb 2019 to Oct 2021
- Metis Wealth Advisory GroupJan 2017 to Jul 2019
- State Farm InsuranceAug 2012 to Dec 2016
- State Farm Vp Management Corp.Aug 2012 to Dec 2016
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (OR).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2446943
- Firm CRD
- 149018