William Verhagen, financial advisor Bloomington IN

William Verhagen

CRD Number: 1603551
Current Firm: Mml Investors Services, LLC

William Verhagen (CRD# 1603551) is an Investment Advisor Representative working at Mml Investors Services, LLC in Bloomington, IN and has over 33 years of experience in the finance industry. William Verhagen 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
Commonwealth Financial Network Waltham, MA Aug 2018 - Current 2
Innovative Financial Solutions, Inc. Palm Coast, FL Jul 1996 - Current 24
Ifs Planning Strategies, LLC Bloomington, IN Jul 2007 - Oct 2019 12
Mml Investors Services, LLC Palm Coast, FL Mar 2017 - Aug 2018 1
Massmutual Life Insurance Company Palm Coast, FL Jul 2016 - Aug 2018 2
Msi Financial Services, Inc. Bloomington, IN Jan 2015 - Mar 2017 2
New England Securities Ria Boston, MA Jan 1992 - Jan 2015 23
New England Securities Bloomington, IN Jul 1987 - Jan 2015 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1987
S65 NASAA Investment Advisors Law Examination Mar 1992
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for William R. Verhagen
By the Numbers
  • Total Assets Under Management
    39,563
    MILLIONS
  • Total Number of Accounts
    206,878
    ACCOUNTS
  • Average Account Value
    $191,239
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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