William Wike, financial advisor Austin TX
96 score

William Wike

CRD Number: 5514440
Current Firm: Austin Asset

William Wike (CRD# 5514440) is an Investment Advisor Representative working at Austin Asset in Austin, TX and has over 7 years of experience in the finance industry. William Wike has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Austin Asset Management Company Austin, TX Feb 2012 - Current 4
Ameritas Investment Corp Lincoln, NE Aug 2011 - Jan 2012 < 1
Aviva Usa Corporation W Des Moines, IA Aug 2011 - Jan 2012 < 1
Ames & Weinheimer, LLC Austin, TX Mar 2010 - Jan 2012 1
Camber Financial LLC Austn, TX Mar 2009 - Mar 2010 1
Sullivans Steakhouse Austin, TX Oct 2006 - Oct 2009 3
Eddie Vs Edgewater Grill Austin, TX Oct 2003 - Oct 2006 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S65 NASAA Investment Advisors Law Examination Oct 2009
Contact Info for William T. Wike
Phone Number: 512-453-6622
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    634
    MILLIONS
  • Total Number of Accounts
    1,893
    ACCOUNTS
  • Average Account Value
    $334,680
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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