William Cavalier (CRD# 6187696) is an Investment Advisor Representative working at Trustage Investment Management in Madison, WI and has over 4 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
Company Name | Location | Dates | Years |
---|---|---|---|
Cuna Mutual Group | Waverly, IA | Jul 2020 - Current | 3 |
Cuna Brokerage Services Inc. | Waverly, IA | Jul 2020 - Current | 3 |
Lafayette Funeral Home | Fayetteville, NC | Dec 2018 - Current | 5 |
Wrc Consulting | Fayetteville, NC | Nov 2017 - Jul 2020 | 2 |
Hco Private Wealth | Roanoke, VA | Aug 2019 - Mar 2020 | < 1 |
Martin, Martin, Randall | Jackson, MS | Oct 2016 - Nov 2017 | 1 |
Angell Pension Group | Providence, RI | Mar 2016 - Oct 2016 | < 1 |
Vantage Benefits | Dallas, TX | Oct 2014 - Mar 2016 | 1 |
Cuna Brokerage Services | Waverly, IA | Jun 2010 - Oct 2014 | 4 |
Cpi Qualified Plan Consultants | Great Bend, KS | Nov 1988 - Oct 2014 | 25 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
S63 | Uniform Securities State Law Examination | Sep 2020 |
- NC
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Total Assets Under Management35,461MILLIONS
-
Total Number of Accounts350ACCOUNTS
-
Average Account Value$101,317,031
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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