William Serritslev
William Serritslev is a registered investment advisor at Cetera Investment Advisers LLC, based in Solvang, CA, with 20 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1656 Elverhoy Way, Solvang, CA, 93463
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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 a partner at Serritslev Norwine & Co CPAs LLP, providing accounting and tax services and participating in firm management, taking nearly full-time. He is also an agent with Avantax Insurance Agency and/or Avantax Insurance Services, selling equity indexed annuities and other insurance products for a few hours per week.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations2 states
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