William Koenig (CRD# 4297959) is an Investment Advisor Representative working at Ancora Retirement Plan Advisors, LLC in Cleveland, OH and has over 23 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
Company Name | Location | Dates | Years |
---|---|---|---|
Inverness Securities LLC | Cleveland, OH | Dec 2016 - Current | 7 |
Source Companies | Cleveland, OH | Dec 2006 - Jan 2022 | 15 |
Source Insurance | Cleveland, OH | Dec 2006 - Jan 2022 | 15 |
Safeguard Securities Inc. | Beachwood, OH | Dec 2006 - Aug 2017 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2001 |
- OH
-
Total Assets Under Management1,056MILLIONS
-
Total Number of Accounts149ACCOUNTS
-
Average Account Value$7,088,816
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Other
LA, OH, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.