WR
CFP
WR
CFP

William Recknagle

17 Years of Experience
Anchorage, AK
Broker

William Recknagle is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Anchorage, AK, with 17 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 Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1351 E Huffman Rd, Anchorage, AK, 99515

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

William serves as power of attorney for his grandmother. This investment-related activity requires minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
February 2014 - Present · 12 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
February 2014 - Present · 12 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
March 2009 - February 2014 · 4 yrs 11 mos
UBS Financial Services INC.Broker
January 2009 - February 2014 · 5 yrs 1 mo
State Registrations17 states
AKARAZCACOFLHIIDKSMDNVOHORTXUTWAWY
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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