Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam E. Bargholtz is a financial advisor with over 30 years of experience in the industry. William is registered with LPL Financial LLC and has a broad range of experience working with a variety of clients, including high-net-worth individuals, corporations, and institutions. William is committed to helping clients achieve their financial goals through a personalized approach that takes into account their unique needs and circumstances.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WI
05/18/2022 - Present
LPL Financial LLC (NEENAH WI)
WI
11/16/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Neenah WI)
WI
09/19/2018 - 11/15/2021
ONEAMERICA SECURITIES, INC. (Appleton WI)
WI
04/24/2014 - 04/09/2018
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
WI
04/21/2003 - 04/23/2014
CUNA BROKERAGE SERVICES, INC. (APPLETON WI)
WI
05/02/2000 - 04/15/2003
PACKERLAND BROKERAGE SERVICES, INC. (GREEN BAY WI)
IL
10/12/1998 - 01/28/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
02/08/1991 - 10/20/1998
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
IA
Issued 11/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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