William Vlazny (CRD# 3167720) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in South Barrington, IL and has over 25 years of experience in the finance industry. William Vlazny has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| South Barrington Tax & Financial Services | South Barrington, IN | Jan 2006 - Current | 18 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Oct 2001 - Current | 22 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Dec 1998 - Current | 25 |
| Chicago Tax Service Ltd | Chicago, IL | Jul 1983 - Current | 40 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1999 |
- IL
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
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