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William Dyhr

Spc
36 Years of Experience
Hartland, WI
1 DisclosureBrokerSells Insurance
View SEC Summary
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William Dyhr is a registered investment advisor at Spc, based in Hartland, WI, with 36 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30,916 clients with $6.1B in assets under management.

Spc
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
474 advisors
Number of Clients
30,916 clients
Average Client Portfolio
$197K average
Assets Under Management
$6.1B

Fee Structure

Minimum Investment:$5.5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum annual advisory fee is 2.50%. Advisors set their own rates for each account up to this maximum limit. A 0.15% program fee is included within the total fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Hartland, WI

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2010
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

William is an independently licensed insurance agent appointed with various insurance companies and co-trustee of the Dyhr Family Trust. He is also President of BB Investment Management, Inc., a personal S-Corp, dedicating full-time hours to it.

Employment History
Current Registrations
Spc
May 2012 - Present · 14 yrs 5 mos
Sigma Financial CorporationBroker
May 2010 - Present · 16 yrs 5 mos
Previous Registrations
Spc
May 2010 - December 2010 · 7 mos
National Asset Management, INC.
March 2005 - October 2009 · 4 yrs 7 mos
National Securities CorporationBroker
June 2004 - May 2010 · 5 yrs 11 mos
H&r Block Financial Advisors, INC.
July 2003 - July 2004 · 1 yr
H&r Block Financial Advisors, INC.Broker
May 2001 - July 2004 · 3 yrs 2 mos
Access Financial Group, INC.Broker
February 1995 - April 2001 · 6 yrs 2 mos
Josephthal Lyon & Ross IncorporatedBroker
July 1994 - February 1995 · 7 mos
Mathews, Holmquist & Associates, INC.Broker
July 1991 - August 1994 · 3 yrs 1 mo
J. W. Gant & Associates, INC.Broker
August 1990 - July 1991 · 11 mos
State Registrations10 states
CACOFLGAILMONJOHSCWI
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.
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