William McGuire (CRD# 1065834) is an Investment Advisor Representative working at Tag Wealth Advisors in Rochester, MN and has over 26 years of experience in the finance industry.
CRD# 2640465
Thrivent Investment Management Inc.
CRD# 4106244
Choreo, LLC
CRD# 5393748
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Transition Advisory Group, LLC | North Oaks, MN | Sep 2019 - Current | 4 |
| Leigh Baldwin & Company, LLC | Cazenovia, NY | Sep 2019 - Current | 4 |
| Mcguire Hunting Enterprises LLC | Rochester, MN | Jan 1995 - Current | 29 |
| Mcguire Financial Services | Rochester, MN | Jun 1989 - Current | 34 |
| Capital Analysts | Minneapolis, MN | Dec 2015 - Sep 2019 | 3 |
| Lincoln Investment | Rochester, MN | Jan 2014 - Sep 2019 | 5 |
| Lincoln Investment | Rochester, MN | Aug 2010 - Sep 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2013 |
- AL
- MN
- TX
-
Total Assets Under Management28MILLIONS
-
Total Number of Accounts105ACCOUNTS
-
Average Account Value$266,616
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, MN, TX
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