William Will, financial advisor Minnetonka MN

William Will

CRD Number: 6658640
Current Firm: Advisornet Wealth Partners

William Will (CRD# 6658640) is an Investment Advisor Representative working at Advisornet Wealth Partners in Minnetonka, MN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Advisornet Wealth Partners Minneapolis, MN Aug 2020 - Current 3
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Bush Truck Leasing Chicago, IL Mar 2018 - Jul 2018 < 1
Bush Truck Leasing Mokena, IL Jun 2017 - Mar 2018 < 1
Unemployed Mokena, IL Apr 2017 - Jun 2017 < 1
Lpl Financial LLC Chicago, IL May 2016 - Mar 2017 < 1
Jmc Wealth Management Chicago, IL May 2016 - Aug 2016 < 1
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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2018
S65 NASAA Investment Advisors Law Examination Aug 2020
Contact Info for William Will
Phone Number: 612-347-8600
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    2,268
    MILLIONS
  • Total Number of Accounts
    8,433
    ACCOUNTS
  • Average Account Value
    $268,902
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY

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