Paul BilitzCRD Number: 1992511
Current Firm: Woodbury Financial Services, Inc.
Paul Bilitz (CRD# 1992511) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Fond Du Lac, WI and has over 12 years of experience in the finance industry.
Eagle Strategies LLC
Northwestern Mutual Investment Services,llc
Bmo Harris Financial Advisors, Inc.
|Woodbury Financial Services, Inc.||Fond Du Lac, WI||Jan 2011 - Current||6|
|Axa Advisors||Milwaukee, WI||Jun 2004 - Jan 2011||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2004|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV