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.
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
CRD# 4539689
Foster Group, Inc.
| 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 |
- IA
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts104ACCOUNTS
-
Average Account Value$596,527
- 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
- Educational seminars/workshops
CO, FL, IA, LA, TX, VA
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