William Taber, financial advisor Des Moines IA

William Taber

CRD Number: 6600390
Current Firm: Taber Asset Management LLC

William Taber (CRD# 6600390) is an Investment Advisor Representative working at Taber Asset Management LLC in Des Moines, IA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Taber Asset Management, LLC Des Moines, IA Nov 2020 - Current 3
Des Moines Public Schools Des Moines, IA Nov 2020 - Current 3
Des Moines Public Schools Des Moines, IA Aug 2014 - Current 9
Foxdale Condominiums Owners Association Urbandale, IA Feb 2011 - Current 12
Taber Asset Management, LLC Des Moines, IA Jun 2014 - Nov 2020 6
Afscme Local 2048 Des Moines, IA Oct 2010 - Oct 2014 4
Des Moines Public Schools Des Moines, IA Aug 1999 - Jun 2014 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2015
Contact Info for William A. Taber
Phone Number: 515-557-1860
Registered State(s):
  • IA
Current Firm Details
Taber Asset Management LLC
Firm's CRD Number: 115849
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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