William Rupnick, financial advisor Oshkosh WI
51 score

William Rupnick

CRD Number: 1362040
Current Firm: Voya Financial Advisors, Inc.

William Rupnick (CRD# 1362040) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Oshkosh, WI and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Voya Financial Advisors Oshkosh, WI Sep 2014 - Current 3
Ing Financial Partners, Inc. Oshkosh, WI Jan 2004 - Sep 2014 10
Equitable Reserve Assoc Neenah, WI Feb 1990 - Sep 2011 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
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:
  • Employer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for William L. Rupnick
Phone Number: 1-800-356-2906
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    11,151
    MILLIONS
  • Total Number of Accounts
    59,860
    ACCOUNTS
  • Average Account Value
    $186,281
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
  • Selection of other advisers (including private fund managers)
  • 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, VT, WA, WI, WV, WY

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BADGES
51

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