Martha Williams
CRD Number: 5354217Current Firm: Williams Wealth Services
Compensation Model: Fee Only
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Williams Wealth Services Ltd | Ann Arbor, MI | Aug 2017 - Current | 6 |
| Financial Intermediairies Ltd | Ann Arbor, MI | May 2014 - Current | 9 |
| Internet Telebusiness & Marketing Services, Inc. | Ann Arbor, MI | Jan 2012 - Current | 12 |
| Rental Property | Ann Arbor, MI | Dec 2005 - Current | 18 |
| Waddell & Reed, Inc. | Ann Arbor, MI | May 2014 - Oct 2017 | 3 |
| Various Insurance Carriers For W&r Insurance Agencies | Ann Arbor, MI | May 2014 - Oct 2017 | 3 |
| Williams Wealth Services (dba) | Ann Arbor, MI | May 2014 - Oct 2017 | 3 |
| Ann Arbor Art Center | Ann Arbor, MI | Jan 2012 - Aug 2017 | 5 |
| Ann Arbor Art Center | Ann Arbor, MI | Feb 2011 - Aug 2017 | 6 |
| Bank Of America,na | Ann Harbor, MI | Aug 2009 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- MI
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts152ACCOUNTS
-
Average Account Value$106,954
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MI
Williams Wealth Services LTD (“Williams Wealth Services”) is a registered investment adviser offering advisory services in the State of Michigan and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Williams Wealth Services in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Williams Wealth Services, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
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