Eric WilliamsCRD Number: 6448810
Current Firm: Ao Wealth Advisory
Thrivent Investment Management Inc.
Fsc Securities Corporation
Foster Group, Inc.
|Ao Wealth Advisory, LLC||Urbandale, IA||Aug 2017 - Current||3|
|Investment Advisors Corp||West Des Moines, IA||Jun 2015 - Current||5|
|Strong Tower Consulting||Windsor Heights, IA||Sep 2014 - Jun 2015||< 1|
|Costco||West Des Moines, IA||Nov 2014 - Jan 2015||< 1|
|The Stelter Company||Urbandale, IA||Jul 2008 - Sep 2014||6|
|Lomar Distributing||Des Moines, IA||Oct 2009 - Dec 2010||1|
|Tmc Transportation||Des Moines, IA||May 2006 - Jul 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2016|
Total Assets Under Management90MILLIONS
Total Number of Accounts947ACCOUNTS
Average Account Value$95,471
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
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