William Wixon (CRD# 1943721) is an Investment Advisor Representative working at Wixon Advisors, Inc. in Maple Grove, MN and has over 34 years of experience in the finance industry. William Wixon 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.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wixon Advisors, Inc. | Maple Grove, MN | May 1990 - Current | 33 |
| Gardner Financial Services, Inc. | Maple Grove, MN | Oct 1992 - Oct 2017 | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1989 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1998 |
- MN
-
Total Assets Under Management109MILLIONS
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Total Number of Accounts118ACCOUNTS
-
Average Account Value$920,081
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
MN, NH, SD
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