William Van Fossen, financial advisor Missoula MT
93 score

William Van Fossen

CRD Number: 4532755
Current Firm: Valic Financial Advisors, Inc.

William Van Fossen (CRD# 4532755) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Missoula, MT and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Valic Missoula, MT May 2002 - Current 14
Unemployed Missoula, MT Dec 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S66 NASAA Uniform Combined State Law Examination Sep 2003
Contact Info for William J. Van Fossen
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    22,665
    MILLIONS
  • Total Number of Accounts
    866,312
    ACCOUNTS
  • Average Account Value
    $26,163
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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