William Venables, financial advisor Ottumwa IA
93 score

William Venables

CRD Number: 864303
Current Firm: Berthel Fisher & Company Financial Services, Inc.

William Venables (CRD# 864303) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Ottumwa, IA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Berthel, Fisher & Company Financial Services, Inc. Ottumwa, IA Apr 1985 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1983
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for William K. Venables
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    765
    MILLIONS
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, 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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