William Weithman is a CFP-designated registered investment advisor, based in Columbus, OH, with 32 years of industry experience.
Location
1721 Bethel Rd, Columbus, OH, 43220
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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 is an independent insurance agent for various companies, a partner in two LLCs holding rental properties, and president of a homeowner's association. He also works full-time as an advisory representative of a registered investment advisor and as an investment advisor representative.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Weithman, William Todd
Mutual Service CorporationBroker
Fortis Investors, INC.Broker
State Registrations26 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.