Unclaimed
William Howard Hensler is a financial advisor with LPL Financial LLC. William has been in the financial services industry since October 13, 2000. William holds the Series 66, Series 7, and SIE exams. William is registered with the state of Indiana. William is also registered with the state of Texas and is an Investment Advisor Representative for LPL Financial LLC. William is a resident of Madison, Indiana. William's previous employers include Investment Centers of America, Inc., Money Concepts Capital Corp, and J.J.B. Hilliard, W.L. Lyons, Inc. William is also a co-owner of a storage rental business, an agent for United Life Insurance Company, a joint living trust brokerage account with his wife, co-owner of KARO Properties, co-owner of KARO Farm LLC, and owner of GIS Madison, Inc. DBA Gateway Investment Services.
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.
1
2
IN
12/07/2017 - Present
LPL Financial LLC (MADISON IN)
IN
08/26/2013 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (MADISON IN)
IN
07/19/2006 - 08/23/2013
MONEY CONCEPTS CAPITAL CORP (MADISON IN)
IN
10/12/2000 - 07/18/2006
J.J.B. HILLIARD, W.L. LYONS, INC. (MADISON IN)
BOTH
Issued 11/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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