Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Norman Westhoff is a registered investment advisor representative at Lakeview Investment Advisors, LLC with more than 20 years of experience. William is a Chartered Financial Analyst and specializes in providing portfolio management for individuals. William also holds Series 65 and Series 24 licenses. Prior to joining Lakeview Investment Advisors, LLC William worked at Securian Financial Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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MN
12/12/2017 - Present
Lakeview Investment Advisors, LLC (PLYMOUTH MN)
MN
07/01/1998 - 10/14/2002
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
MN
01/26/1989 - 05/20/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/26/1989 - 05/20/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1989
Series 24 - General Securities Principal Examination
Active
Inactive
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