William Nedza (CRD# 2198987) is an Investment Advisor Representative working at Ventoux Financial Advisors, LLC in Chicago, IL and has over 32 years of experience in the finance industry. William Nedza 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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ventoux Financial Advisors, LLC | Chicago, IL | Nov 2018 - Current | 5 |
| Nedza Financial Advisors, LLC | Chicago, IL | Jun 2012 - Dec 2019 | 7 |
| Aos, Inc. (dba Tradingblock, Dba Moneyblock) | Chicago, IL | Jan 2010 - Dec 2018 | 8 |
| Moneyblock | Chicago, IL | Jun 2015 - Mar 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1992 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2010 |
- FL
- IL
- TX
- VA
-
Total Assets Under Management46MILLIONS
-
Total Number of Accounts96ACCOUNTS
-
Average Account Value$483,563
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IL, TX, VA
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