William Hansen (CRD# 6817886) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Petoskey, MI and has over 6 years of experience in the finance industry. William Hansen 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.
CRD# 4799866
Huntington Financial Advisors
CRD# 5189159
Edward Jones
CRD# 5454842
Principal Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dynamic Wealth Advisors Dba Crooked Tree Capital Advisors | Petoskey, MI | Jan 2022 - Current | 2 |
| Edward Jones | St Louis, MO | Jul 2017 - Jan 2022 | 4 |
| Wolverine Community Schools | Petoskey, MI | Aug 2015 - Jun 2017 | 1 |
| Bear Creak Fire Department | Petoskey, MI | Aug 2014 - Mar 2017 | 2 |
| City Of Petoskey | Petoskey, MI | May 2016 - Sep 2016 | < 1 |
| Edustaff | Grand Rapids, MI | Sep 2013 - Jun 2016 | 2 |
| Goldsmith Roofing Company | Petoskey, MI | May 2015 - Sep 2015 | < 1 |
| Central Michigan University | Mount Pleasant, MI | Aug 2011 - Dec 2014 | 3 |
| Bill And Carol's Westside Market | Petoskey, MI | Jun 2004 - Dec 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- MI
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Total Assets Under Management4,829MILLIONS
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Total Number of Accounts14,988ACCOUNTS
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Average Account Value$322,208
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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