William Mehserle
William Mehserle is a CFP-designated registered investment advisor at Independent Financial Partners, based in Tampa, FL, with 11 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is the President/Manager of Mehserle Wealth Management Group, LLC and Slayton Holdings, LLC, both pass-through holding companies, and a consultant for PFS Financial. He also serves as a board member for the University of Tampa Business School and owns CMOW, LLC (Darling Cookie Company).
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Previous Registrations
Homrich Berg
Fourthought Private Wealth
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations3 states
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