William Witzke
William Witzke is a registered investment advisor at Allstate Financial Advisors, LLC, based in Auburn, CA, with 35 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
1201 Grass Valley Hwy, Auburn, CA, 95603-3413
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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 prepares state and federal tax returns, dedicating minimal time to this activity. He is also an affiliate committee member of the Placer County Association of Realtors, spending minimal time attending quarterly meetings. William owns Allstate Insurance Company (Witzke Family Insurance and Financial Services) and dedicates full-time hours to managing the insurance agency.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
The Variable Annuity Marketing CompanyBroker
American General Financial Advisors, INC.Broker
Gateway Investment Services, INC.Broker
Franklin/templeton Distributors, INC.Broker
Lcm Financial Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 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.