William Henzey, financial advisor Olmsted Falls OH

William Henzey

CRD Number: 1952966
Current Firm: Financial Guidance Investment Advisers, Inc.

William Henzey (CRD# 1952966) is an Investment Advisor Representative working at Financial Guidance Investment Advisers, Inc. in Olmsted Falls, OH and has over 33 years of experience in the finance industry. William Henzey 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.

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Professional Designations
Company Name Location Dates Years
Financial Guidance Insurance Advisers LLC Olmsted Falls, OH Aug 2015 - Current 8
Olmsted Developent Group, LLC Olmsted Falls, OH Mar 2005 - Current 19
Financial Guidance Investment Advisers, Inc. Olmsted Falls, OH Nov 1999 - Current 24
Financial Guidance Tax Advisers LLC Olmsted Falls, OH Nov 1994 - Current 29
William Henzey - Insurance Agent Olmsted Falls, OH Jan 2014 - Aug 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1990
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for William R. Henzey
Phone Number: 440-235-0310
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    34
    MILLIONS
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $145,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

OH

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