Cassity
Wingenbach
Eide Bailly Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Cassity Wingenbach is a financial advisor who works in Bismarck, North Dakota, with 9 years of industry experience. Wingenbach is on the advisory team at Eide Bailly Advisors, LLC. Their career trajectory has included roles at Sia Marketing/Schmidt Insurance, Stroh And Associates, Securities America Inc, Eide Bailly Financial Services, Eide Bailly Agency, Bismarck Gymnastics Academy, United Planners' Financial Services, Bismarck Public Schools and Eide Bailly Advisors. Wingenbach has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona, California, Colorado, Florida, Idaho, Iowa, Minnesota, Montana, Nevada, North Dakota, Oklahoma, South Dakota, Texas, Utah and Washington. Eide Bailly Advisors, LLC is a financial advisory firm headquartered in Fargo, ND. The investment advisory business has offices in nine locations and a total of 16 advisors. It oversees $1 billion in assets across its 2,361 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 2,361 accounts, 35% are held by high-net-worth individuals who have more than $1 million in assets. The firm has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which services the firm provides the client. Fees charged by Eide Bailly Advisors, LLC can be comprised of any blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Eide Bailly Advisors, LLC Brokerage Details
$1,226,838,951
16
2,361
$519,627
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Cassity Wingenbach Work History
Cassity has been registered as a financial advisor for 9 years.*
United Planners' Financial Services
Eide Bailly Advisors
Eide Bailly Financial Services
Eide Bailly Agency
Bismarck Public Schools
Stroh And Associates
Securities America Inc
Sia Marketing/Schmidt Insurance
Bismarck Gymnastics Academy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cassity Wingenbach to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eide Bailly Advisors, LLC
Mankato, MN
Orem, UT
Walnut Creek, CA
Fargo, ND
Denver, CO
Fargo, ND
Minneapolis, MN
Aberdeen, SD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
