WM
WM

William Maegerlein

9 Years of Experience
Bedford, IN
Broker

William Maegerlein is a registered investment advisor, based in Bedford, IN, with 9 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.

Location

1516 H Street, Bedford, IN, 47421

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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 is a pitmaster for Thunder Hog BBQ, a hobby business, since August 2024. He spends minimal time cooking, prepping, and participating in BBQ contests.

Employment History
Current Registrations
Edward Jones
January 2017 - Present · 9 yrs 8 mos
Edward JonesBroker
January 2017 - Present · 9 yrs 8 mos
Previous Registrations
Edward Jones
February 2015 - March 2015 · 1 mo
Edward JonesBroker
January 2015 - March 2015 · 2 mos
State Registrations21 states
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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.