WH
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William Hittesdorf

42 Years of Experience
Ft Collins, CO
Broker

William Hittesdorf is a registered investment advisor at LPL Financial LLC, based in Ft Collins, CO, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

Ft Collins, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
LPL Financial LLC
May 2024 - Present · 2 yrs
LPL Financial LLCBroker
May 2024 - Present · 2 yrs
LPL Financial LLC
May 2024 - Present · 2 yrs
Previous Registrations
LPL Financial LLC
July 2008 - April 2024 · 15 yrs 9 mos
LPL Financial LLCBroker
July 2008 - April 2024 · 15 yrs 9 mos
Wells Fargo Investments, LLCBroker
September 2004 - July 2008 · 3 yrs 10 mos
Wells Fargo Investments, LLC
September 2004 - July 2008 · 3 yrs 10 mos
UBS Financial Services INC.
June 2000 - October 2004 · 4 yrs 4 mos
UBS Financial Services INC.Broker
June 2000 - October 2004 · 4 yrs 4 mos
Dean Witter Reynolds INC.Broker
February 1988 - July 2000 · 12 yrs 5 mos
Dean Witter Reynolds INC.Broker
February 1988 - February 1988 · 0 mos
A. G. Edwards & Sons, INC.Broker
November 1986 - February 1988 · 1 yr 3 mos
Dean Witter Reynolds INC.Broker
October 1984 - December 1986 · 2 yrs 2 mos
E. F. Hutton & Company INCBroker
March 1983 - September 1984 · 1 yr 6 mos
State Registrations2 states
COCT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.