Brokerage Services

Need help with your financial investments? Our professionals at First Dakota Brokerage Services offer services through Raymond James Financial Services. Free, no obligation portfolio evaluations are available to you. Enjoy financial planning by leaning on our seasoned brokers experienced in trading and portfolio asset management.

Consultations with us can evaluate and make available the following:

Brokerage Services

  •     Mutual Funds
  •     Stocks
  •     Corporate Bonds
  •     Tax-free Bonds
  •     Pension and Profit Sharing Plans
  •     Stock and Bond Research
  •     U.S. Treasuries
  •     IRAs
  •     Unit Investment Trusts
  •     Money Market Accounts
  •     401(K) Plans
  •     Consolidated Account Statements

Services Available in Select States

Brokers are available in select states. Below are the brokers who serve First Dakota National Bank customers through Raymond James Financial Services. Please view the listing on this page to see what states are served and by which brokers.

Interested in brokerage services? Contact a broker who serves your state if you’d like to open an account or if you would like more information on brokerage services. Or contact us at First Dakota if you’d like us to initiate your relationship with a specific broker.

Meet the Raymond James Financial Services Team

Kathy Greeneway

AZ, CA, CO, FL, HI, IA, IL, KS, MN, MO, MT, ND, NE, NC, NV, OK, OR, SD, TX, VA, WA, WI, WY

Bob Willcockson

AK, AZ, CA, CO, FL, GA, IA, IL, MN, MO, MT, NC, ND, NE, OK, SD, TX, UT, VA, WA, WI, WY

Catherine Leiferman

AZ, CO, MN, MO, ND, NE, SD, VA, WY

Raymond James Account

Securities are offered through Raymond James Financial Services, Inc. (Member FINRA/SIPC), an independent broker/dealer, and are not insured by the FDIC, any other government agency or any other bank insurance, are not deposits or obligations of the bank, not guaranteed by First Dakota National Bank, and are subject to risks, including the possible loss of principal. First Dakota Naitonal Bank and First Dakota Brokerage Services are not registered broker/dealers and are not affiliated with Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United Sates are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Learn more about Raymond James Privacy and Security.

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