William Regenscheid
William Regenscheid is a registered investment advisor at Cetera Investment Advisers LLC, based in Lakeville, MN, with 11 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
20731 Holyoke Ave, First Floor, Lakeville, MN, 55044
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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 sells life insurance and annuities with various companies, dedicating a few hours per week. He also works full-time providing financial services and financial planning/asset management through Financial Planning Partners and AdvisorNet Wealth Partners, respectively, and spends minimal time as a power of attorney and notary public.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Advisornet Wealth Partners
Cetera Advisor Networks LLC
LPL Financial LLC
LPL Financial LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations23 states
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