William Scheese
William Scheese is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mount Pleasant, MI, with 4 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
139 E Broadway St, Mount Pleasant, MI, 48858
Get directionsHistory
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 Activities
William works as an associate/employee for Isabella Bank, Isabella Investment Services, and Isabella Wealth, assisting with client forms, scheduling, and clerical work, dedicating about 10-20% of his time to each. William also co-owns Scheese Farms LLC, an agriculture/farming business, spending about 10-20% of his time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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.