William Snuggerud
William Snuggerud is a registered investment advisor at Private Advisor Group, LLC, based in Plymouth, MN, with 26 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
9800 Shelard Parkway, Suite 220, Plymouth, MN, 55441
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2014Customer Dispute
May 2001Other Business Activities
William is an Investment Advisor Representative (IAR) for Investors Financial Group since 2016. Since 2022, he also provides investment advisory services through Private Advisor Group, dedicating full-time hours to these activities.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
Investors Financial Group
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations5 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.