David John Aanderud
Investment adviser representative at Raymond James Financial Services Advisors, Inc
15 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
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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
15 years in the industry.
- Raymond James Financial Services Advisors, Inc.Oct 2025 to now
- First Northern BankOct 2025 to now
- Raymond James Financial Services, Inc.Oct 2025 to now
- Hapo Community Credit UnionMay 2022 to Oct 2025
- LPL Financial LLCMay 2022 to Oct 2025
- Cuna Brokerage Services, IncMar 2021 to May 2022
- Cuna Mutual GroupMar 2021 to May 2022
- UnemployedNov 2020 to Mar 2021
- Mutual of Omaha Insurance CompanyJan 2019 to Oct 2020
- Mutual of Omaha Investor ServicesJan 2019 to Oct 2020
- Wells Fargo Clearing Services, LLCMar 2016 to Dec 2018
- Wells Fargo Bank NADec 2011 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 6113667
- Firm CRD
- 149018