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William Richard Polenske

Robertson Stephens

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About William Richard Polenske

William Polenske is a financial advisor with Robertson Stephens. William has over 27 years of experience in the financial services industry and holds a Series 7, Series 10, Series 24, Series 63, Series 65, and Series 66 license. William provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. William is also a Certified Financial Planner™. William's previous employers include Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, Wells Fargo Van Kasper, LLC, and American Express Financial Advisors Inc.

Firm Information

William Polenske is currently registered with Robertson Stephens. Robertson Stephens is a wealth management firm located in San Francisco, California. Founded in 2005, the firm manages over $4.9 billion in assets and provides a variety of services, including financial planning, portfolio management, and pension consulting. They serve high-net-worth individuals, corporations, and other entities, including charitable organizations and pension plans.
Robertson Stephens

455 MARKET STREET

SAN FRANCISCO, CA 94105-2442

$4.93B

Assets Under Management

19

Total Clients

52

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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William Polenske’s Registration & Firm History

ID

09/17/2021 - Present

Robertson Stephens (Boise ID)

ID

01/07/2019 - 09/24/2021

WELLS FARGO CLEARING SERVICES, LLC (BOISE ID)

ID

01/03/2011 - 05/10/2012

WELLS FARGO ADVISORS, LLC (BOISE ID)

ID

07/20/2001 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (BOISE ID)

CA

05/15/2001 - 10/12/2001

WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)

MN

06/23/1987 - 05/02/2001

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 02/13/2019

Series 66 - Uniform Combined State Law Examination

IA

Issued 07/01/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/09/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/12/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 08/08/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 09/13/1993

Series 24 - General Securities Principal Examination

BC

Issued 01/08/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/2019

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Richard Polenske.
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