William Ostler
William Ostler is a registered investment advisor at Cetera Investment Advisers LLC, based in Farmington, UT, with 37 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1361 N 1075 W Suite 15, Farmington, UT, 84025
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William sells fixed insurance products (life, annuities) as a registered representative since 2006 and is also a registered representative and investment advisory associate with Jeff Ostler Wealth Management. He also owns Summit View Financial LLC for marketing purposes and is a partner in JBJ Holdings, LLC, an office building, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Mds Securities IncorporatedBroker
Zions Investment Securities, INC.Broker
State Registrations12 states
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