William Creson (CRD# 5394416) is an Investment Advisor Representative working at Advice And Planning Services in Ann Arbor, MI and has over 16 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Ann Arbor, MI | Jun 2014 - Current | 9 |
| Tiaa-cref Individual & Institutional Services, LLC | Ann Arbor, MI | Jun 2014 - Current | 9 |
| Charles Schwab Bank | Southfield, MI | Dec 2010 - May 2014 | 3 |
| Charles Schwab & Company, Inc. | Southfield, MI | Oct 2009 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
- MI
-
Total Assets Under Management32,677MILLIONS
-
Total Number of Accounts73,602ACCOUNTS
-
Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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