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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
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.
Exams
More Advisors
- Jeffrey Doom, CFPPrivate Advisor Group, LLC
- Stephen NorthPrivate Advisor Group, LLC
- Tyler ChristensonPrivate Advisor Group, LLC
- Gregory HansonPrivate Advisor Group, LLC
- Michael Vitale, CFPPrivate Advisor Group, LLC
- Fang Huang, CFPEcho Wealth Management, LLC