William Dijak, financial advisor Saginaw MI

William Dijak

CRD Number: 1951822
Current Firm: Harbour Investments, Inc.

William Dijak (CRD# 1951822) is an Investment Advisor Representative working at Harbour Investments, Inc. in Saginaw, MI and has over 27 years of experience in the finance industry. William Dijak 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
Harbour Investments, Inc. Madison, WI Feb 2017 - Current 7
The Graczyk-dijak Financial Group Saginaw, MI Feb 2017 - Current 7
Next Financial Group, Inc. Saginaw, MI Mar 2003 - Feb 2017 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1997
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for William S. Dijak
Phone Number: 608-662-6100
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    4,469
    MILLIONS
  • Total Number of Accounts
    28,573
    ACCOUNTS
  • Average Account Value
    $156,400
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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