William MagerCRD Number: 1071779
Current Firm: Sii Investments, Inc.
William Mager (CRD# 1071779) is an Investment Advisor Representative working at Sii Investments, Inc. in Grand Rapids, MN and has over 34 years of experience in the finance industry. William Mager has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Securian Financial Services, Inc.
North Compass Financial Advisors, LLC
Horace Mann Investors, Inc.
|Sii Investments, Inc.||Grand Rapids, MN||Dec 1996 - Current||20|
|Self Employed||Grand Rapids, MN||Sep 1988 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1983|
|S65||NASAA Investment Advisors Law Examination||Aug 1999|
Total Assets Under Management4,226MILLIONS
Total Number of Accounts30,484ACCOUNTS
Average Account Value$138,626
- 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
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