William Theis (CRD# 4541180) is an Investment Advisor Representative working at Lasalle Investment Advisors, Inc. in Lisbon, WI and has over 21 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lasalle Investment Advisors Inc. | Pewaukee, WI | Jul 2017 - Current | 6 |
| Freedom Investors Corp | Brookfield, WI | Sep 2008 - Jul 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2003 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- WI
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Total Assets Under Management100MILLIONS
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Total Number of Accounts217ACCOUNTS
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Average Account Value$460,999
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
WI
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