William Imig, financial advisor Lincoln NE
93 score

William Imig

CRD Number: 1307512
Current Firm: Wells Fargo Clearing Services, LLC

William Imig (CRD# 1307512) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Lincoln, NE and has over 20 years of experience in the finance industry.

Similar Advisors
Michael Haman, financial advisor Lincoln NE
Michael L. Haman
CRD# 5399902
Waddell & Reed
Score
101
Similar Advisors
Robert Feyche, financial advisor Lincoln NE
Robert W. Feyche
CRD# 2127521
Ameritas Investment Corp
Score
98
Similar Advisors
Dustin Addison, financial advisor Lincoln NE
Dustin J. Addison
CRD# 4667524
Wells Fargo Clearing Services, LLC
Score
96
Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Saint Louis, MO Nov 2016 - Current 1
Wells Fargo Advisors, LLC Saint Louis, MO Aug 2014 - Nov 2016 2
Carson Wealth Omaha, NE Mar 2014 - Jul 2014 < 1
Pj Robb Variable Corp Beatrice, NE Jan 2012 - Mar 2014 2
Time Financial, A Crump Company Beatrice, NE Dec 2011 - Mar 2014 2
The Leaders Group Inc. Littleton, CO Jun 2011 - Dec 2011 < 1
Aim Systems Inc. Alpharetta, GA Jun 2011 - Dec 2011 < 1
Pj Robb Variable Corp. Charlotte, NC Jul 2010 - Jun 2011 < 1
Time Financial Beatrice, NV Jul 2010 - Jun 2011 < 1
Morgan Stanley Smith Barney Lincoln, NE Jun 2009 - Jul 2010 1
Citigroup Global Markets Inc. Lincoln, NE Jan 2007 - Jul 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S66 NASAA Uniform Combined State Law Examination Apr 2006
Contact Info for William D. Imig
Phone Number: 314-875-3000
Registered State(s):
  • MO
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    409,716
    MILLIONS
  • Total Number of Accounts
    1,359,521
    ACCOUNTS
  • Average Account Value
    $301,368
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, 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, WY

Ready to hire a financial advisor? Get competitive proposals from William Imig and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.