WT
CFP
WT
CFP

William Thannisch

8 Years of Experience
Austin, TX
Broker

William Thannisch is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Austin, TX, with 8 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
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Location

6034 West Courtyard Drive, Suite 305, Austin, TX, 78730

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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 maintains an inactive license to practice law in Texas since 2010. He dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2022 - Present · 4 yrs 1 mo
Raymond James & Associates, INC.Broker
August 2022 - Present · 4 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
September 2017 - August 2022 · 4 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
August 2017 - August 2022 · 5 yrs
State Registrations17 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.