William Witzke (CRD# 1972624) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Auburn, CA and has over 33 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Placer County Association Of Realtors (pcar | Rocklin, CA | Apr 2024 - Current | < 1 |
| Witzke Family Insurance And Financial Services | Auburn, CA | Sep 2022 - Current | 1 |
| Allstate Financial Advisors, LLC | Rancho Cordova, CA | Jun 2008 - Current | 15 |
| Allstate Insurance Co | Rancho Cordova, CA | Mar 2001 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1990 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1999 |
- CA
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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