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William John Petschl

VAN Clemens & Co. Inc.

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About William John Petschl

William Petschl is a financial advisor at Van Clemens & Co. Inc. in Minneapolis, Minnesota. William has over 40 years of experience in the financial services industry. William is a Series 7, Series 24, and Series 63 licensed professional. William is also a Registered Principal and a Registered Representative with FINRA.

Firm Information

William Petschl is currently registered with VAN Clemens & Co. Inc.. VAN Clemens & Co. Inc. is a Corporation registered in 45 states and the SEC. The firm was formed on May 15, 1975.

Not reported

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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William Petschl’s Registration & Firm History

MN

08/30/2002 - Present

VAN Clemens & Co. Inc. (MINNEAPOLIS MN)

MN

01/06/1992 - 08/30/2002

MILLER JOHNSON STEICHEN KINNARD, INC. (MINNEAPOLIS MN)

MN

04/15/1991 - 12/31/1991

KENNEDY, MATHEWS, LANDIS, HEALY & PECORA, INCORPORATED (MINNEAPOLIS MN)

MN

03/22/1984 - 04/19/1991

VAN CLEMENS & CO. INCORPORATED (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 06/08/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/22/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/21/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William John Petschl.
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