William Serritslev, financial advisor Solvang CA

William Serritslev

CRD Number: 5042198
Current Firm: Avantax Advisory Services

William Serritslev (CRD# 5042198) is an Investment Advisor Representative working at Avantax Advisory Services in Solvang, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Avantax Insurance Services, LLC Solvang, CA Jul 2019 - Current 2
Avantax Advisory Services Solvang, CA Nov 2012 - Current 9
Serritslev Norwine & Co Cpas LLP Solvang, CA Jan 2006 - Current 15
Avantax Investment Services, Inc. Solvang, CA Sep 2005 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2005
S65 NASAA Investment Advisors Law Examination Oct 2012
Contact Info for William H. Serritslev
Phone Number: 972-870-6000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    30,249
    MILLIONS
  • Total Number of Accounts
    99,251
    ACCOUNTS
  • Average Account Value
    $304,777
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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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