William Sullivan (CRD# 7726065) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in La Crosse, WI and has 1 year of experience in the finance industry.
CRD# 5341508
Ameriprise Financial Services, LLC
CRD# 6378560
Robert W. Baird & Company Incorporated
CRD# 2922398
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Stifel | La Crosse, WI | Apr 2023 - Current | 1 |
University Of Wisconsin La Crosse | La Crosse, WI | Sep 2019 - May 2023 | 3 |
Unemployed | La Crosse, WI | Nov 2022 - Mar 2023 | < 1 |
Benefit Advisors Insurance Agency | La Crosse, WI | Feb 2022 - Oct 2022 | < 1 |
Wisconsin Public Service | Green Bay, WI | May 2021 - Aug 2021 | < 1 |
Service First Staffing | Green Bay, WI | Jul 2020 - Aug 2020 | < 1 |
Green Bay Parks Department | Green Bay, WI | Jun 2019 - Aug 2019 | < 1 |
Notre Dame Academy | Green Bay, WI | Aug 2015 - May 2019 | 3 |
Festival Foods | Green Bay, WI | Jun 2017 - Dec 2018 | 1 |
Holy Family School | Green Bay, WI | Jan 2014 - Aug 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2024 |
- TX
- WI
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Total Assets Under Management149,249MILLIONS
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Total Number of Accounts348,524ACCOUNTS
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Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- 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, 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
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