Unclaimed
William Edward Bredthauer is a financial advisor with Ameriprise Financial Services, LLC. William has been in the financial services industry since October 1992. William is registered with the state of New York and holds the Series 63, Series 65 and Series 7 licenses. William also holds the SIE designation. William is a Certified Financial Planner. William is a co-owner of Nachauer Partners. William is a co-owner of Ameriprise Financial Services, LLC. William has been working with Ameriprise Financial Services, Inc since July 1992.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (HOPEWELL JCT NY)
MN
10/02/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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