William Ziehl Jr., financial advisor Redmond WA
48 score

William Ziehl Jr.

CRD Number: 1293699
Current Firm: Northwest Asset Management

William Ziehl Jr. (CRD# 1293699) is an Investment Advisor Representative working at Northwest Asset Management in Redmond, WA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Nwam, Llc Dba Northwest Asset Management Mercer Island, WA Jun 2009 - Current 7
Purshe Kaplan Sterling Albany, NY Aug 2010 - Dec 2012 2
Ubs Financial Services Bellevue, WA Feb 2005 - Jun 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S65 NASAA Investment Advisors Law Examination Oct 1992
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for William H. Ziehl Jr.
Phone Number: 206-838-3680
Firm Website: http://www.nwasset.com
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    743
    MILLIONS
  • Total Number of Accounts
    4,238
    ACCOUNTS
  • Average Account Value
    $175,303
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AZ, CA, CO, FL, GA, HI, IA, ID, IL, MA, MN, MT, NV, NY, OH, OR, TX, UT, VA, WA, WI

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BADGES
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