WB
ChFC
WB
ChFC

William Burmeister

18 Years of Experience
Farmington Hills, MI
Broker

William Burmeister is a ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in Farmington Hills, MI, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

31500 Northwestern Highway, Suite 150, Farmington Hills, MI, 48334

Get directions

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.

Learn about disclosures →
Other Business Activities

William is a part-owner of The Saline Brewery, LLC, and co-owns multiple rental properties with his wife, one of which she manages. He also serves as a board member for the York Meadows Homeowner's Association, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2021 - Present · 4 yrs 8 mos
Raymond James & Associates, INC.
September 2021 - Present · 4 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Advice and Planning Services
January 2015 - August 2021 · 6 yrs 7 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
April 2014 - August 2021 · 7 yrs 4 mos
Hantz Financial Services, INC.
February 2011 - April 2014 · 3 yrs 2 mos
Hantz Financial Services, INC.Broker
June 2007 - April 2014 · 6 yrs 10 mos
State Registrations18 states
ALCTFLGAILKSMINCNJNYOHORPATXVAVTWAWI
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.