William SpearCRD Number: 1991305
Current Firm: Msi Financial Services, Inc.
William Spear (CRD# 1991305) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Wausau, WI and has over 26 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Associated Retirement Planners, Inc.
|Metlife Securities Inc.||Wausau, WI||Jan 2015 - Current||1|
|New England Securities||Boston, MA||Sep 1989 - Current||27|
|The New England-||Milwaukee, WI||Aug 1989 - Current||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1989|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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