Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam J. Buhr is a financial advisor with over 10 years of experience in the industry. William is currently registered with Wealth Enhancement Advisory Services, LLC. He is a Chartered Financial Analyst and has extensive experience in investment advisory services. William previously held positions at J.P. MORGAN SECURITIES LLC, WELLS FARGO CLEARING SERVICES, LLC, CREDIT SUISSE SECURITIES (USA) LLC, and GOLDMAN, SACHS & CO. William is committed to providing clients with personalized financial advice and investment solutions. He specializes in portfolio management for individuals and financial planning, pension consulting, educational seminars and selection of other advisers.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
IL
12/08/2020 - Present
Wealth Enhancement Advisory Services, LLC (ITASCA IL)
IL
09/06/2018 - 11/06/2020
J.P. MORGAN SECURITIES LLC (Chicago IL)
IL
01/28/2016 - 05/09/2017
WELLS FARGO CLEARING SERVICES, LLC (CHICAGO IL)
IL
04/18/2013 - 02/24/2016
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
NY
09/20/2011 - 04/24/2013
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 06/28/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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