William Ogdahl (CRD# 4061375) is an Investment Advisor Representative working at Avantax Advisory Services in Glenwood, MN and has over 24 years of experience in the finance industry.
CRD# 4545605
Thrivent Investment Management Inc.
CRD# 5947923
Thrivent Investment Management Inc.
CRD# 4095285
Gwn Securities Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Glenwood, MN | Dec 2015 - Current | 8 |
| Avantax Investment Services, Inc. | Glenwood, MN | Dec 2015 - Current | 8 |
| Avantax Insurance Agency, LLC | Glenwood, MN | Dec 2015 - Current | 8 |
| Bull Market Bovines LLC | Glenwood, MN | Oct 2014 - Current | 9 |
| Wangsness, Ogdahl & Associates | Glenwood, MN | Jan 2012 - Current | 12 |
| Dougherty & Company LLC | Minneapolis, MN | Oct 2009 - Dec 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2000 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2000 |
- MN
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
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, VT, WA, WI, WV, WY
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