William EggertCRD Number: 1039958
Current Firm: Eggert Financial Management, Inc.
William Eggert (CRD# 1039958) is an Investment Advisor Representative working at Eggert Financial Management, Inc. in Centennial, CO and has over 32 years of experience in the finance industry. William Eggert 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.
Schaefer Financial Management, Inc.
Schwab Wealth Advisory, Inc.
|Colorado Financial Service Corporation||Centennial, CO||Jun 2011 - Current||11|
|Eggert Financial Management, Inc. (ria)||Centennial, CO||Jan 1988 - Current||34|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1990|
Total Assets Under Management85MILLIONS
Total Number of Accounts388ACCOUNTS
Average Account Value$218,347
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, TX
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