Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Curtis Ogdahl is a registered investment advisor representative with Avantax Advisory Services. William has been in the financial services industry since January 18, 2000. William holds licenses in a variety of states, including Minnesota, Arizona, California, Colorado, Florida, Iowa, Kansas, Nebraska, North Dakota, and Wisconsin. William also holds the Series 7, 63, 65, 31, and SIE licenses. William has been a tax and accounting professional and is the owner of Bull Market Bovines LLC, a cattle raising business. William is a member of the Glenwood Waterama Festival, the Glenwood Lutheran Church, and the Glenwood MOCA Organization.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
MN
12/23/2015 - Present
Avantax Advisory Services (Glenwood MN)
MN
10/28/2009 - 12/21/2015
DOUGHERTY & COMPANY LLC (GLENWOOD MN)
MN
11/28/2008 - 11/19/2009
UBS FINANCIAL SERVICES INC. (BLOOMINGTON MN)
MN
04/02/2007 - 12/02/2008
MORGAN STANLEY & CO. INCORPORATED (BLOOMINGTON MN)
MN
01/31/2002 - 04/02/2007
MORGAN STANLEY DW INC. (BLOOMINGTON MN)
NY
01/18/2000 - 12/11/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 02/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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