James Marquardt has served as a financial advisor since 1988. Through Raymond James, one of the largest and most respected independent financial services firms in the country, he has access to a vast universe of investment and planning resources. He can leverage these resources to create your personalized financial plan based on your unique situation, attitudes, preferences and goals.

Jim holds a bachelor’s degree in Finance from Winona State University. He became a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC) at the American College in Bryn Mawr, PA and has a Certified Financial Planner Certification from the College for Financial Planning in Denver, CO. He also has insurance licenses in MN, IA, WI and AZ — as well as Series 7, 24, 26, and 63 securities licenses.

He volunteers with the Dodge Center Housing and Redevelopment Authority. A Dodge Center, MN native, Jim is married with three children and enjoys making wine in his spare time.