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.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Advisornet Wealth Partners | Minneapolis, MN | Aug 2020 - Current | 3 |
Cetera Advisor Networks | El Segundo, CA | Jul 2020 - Current | 3 |
Mccabe And Associates | Mokena, IL | Jul 2020 - Current | 3 |
Jp Morgan Securities LLC | Chicago, IL | Aug 2018 - Jun 2020 | 1 |
Jpmorgan Chase Bank, N.a. | Chicago, IL | Aug 2018 - Jun 2020 | 1 |
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 |
Unemployed | Dayton, OH | Sep 2015 - May 2016 | < 1 |
Bernardin's Landscaping | Mokena, IL | May 2015 - Aug 2015 | < 1 |
Unemployed | Dayton, OH | Sep 2014 - Apr 2015 | < 1 |
Omg It's Gluten Free Bakery | Frankfort, IL | May 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2018 |
S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- IL
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Total Assets Under Management2,268MILLIONS
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Total Number of Accounts8,433ACCOUNTS
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Average Account Value$268,902
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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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