William Kasten
William Kasten is a registered investment advisor at William Blair & Company L.L.C., based in Chicago, IL, with 42 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 38,171 clients with $64B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
The William Blair Building, 150 North Riverside, Chicago, IL, 60606-1594
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2013Regulatory
November 2009Other Business Activities
William is the principal of Netsak Storage, a boat storage business in West Bend, WI, since 2007. He dedicates minimal time to this activity and receives no compensation.
Employment History
Current Registrations
William Blair & Company L.L.C.
William Blair
William BlairBroker
Previous Registrations
Everen Securities, INC.Broker
Blunt Ellis & Loewi IncorporatedBroker
E. F. Hutton & Company INCBroker
State Registrations41 states
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
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