William Zurek, financial advisor Union Grove WI
83 score

William Zurek

CRD Number: 1022050
Current Firm: Securities America Advisors, Inc.

William Zurek (CRD# 1022050) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Union Grove, WI and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America Inc. Union Grove, WI Jul 2015 - Current 1
Securities America Advisors Union Grove, WI Jul 2015 - Current 1
Community State Bank Union Grove, WI May 2011 - Current 5
Fintegra, LLC Chicago, IL Jul 2010 - Jul 2015 5
Midwest Financial And Investment Services, Inc. Mount Prospect, IL Apr 2007 - Jul 2010 3
Vision Investment Services, Inc. Mount Prospect, IL Sep 2006 - Apr 2007 < 1
Vision Asset Management, Inc. Mount Prospect, IL Sep 2006 - Apr 2007 < 1
Fifth Third Securities Lake Zurich, IL May 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1989
S66 NASAA Uniform Combined State Law Examination Dec 2000
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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for William W. Zurek
Phone Number: 402-399-9111
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV

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BADGES
83

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