William Svoboda, financial advisor Brookfield WI
93 score

William Svoboda

CRD Number: 5405617
Current Firm: Hobert & Svoboda, Inc.

William Svoboda (CRD# 5405617) is an Investment Advisor Representative working at Hobert & Svoboda, Inc. in Brookfield, WI and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Hobert & Svoboda, Inc. Brookfield, WI Aug 2007 - Current 9
My T-shirt Guys LLC Waukesha, WI Jul 2004 - Current 12
Minnesota State High School League Minneapolis, WI Sep 2003 - Current 13
Wisconsin Interscholastic Athletic Assoc. Waukesha, WI Jul 2000 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2007
Contact Info for William J. Svoboda
Phone Number: [262] 782-8900
Firm Website: http://www.hspdm.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    58
    MILLIONS
  • Total Number of Accounts
    461
    ACCOUNTS
  • Average Account Value
    $125,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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