Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wilson? Claim Your ProfileWilson John Setzepfandt is a financial professional with over 20 years of experience in the industry. Wilson currently holds registrations with Symetra Securities, Inc. in Washington. Wilson has a broad range of experience with several firms including Sammons Financial Network, LLC, Lincoln Financial Distributors, Inc., Directed Services LLC, Planco Financial Services, LLC, American Express Financial Advisors Inc., IDS Life Insurance Company, and U.S. BANCORP PIPER JAFFRAY INC. Wilson has a strong understanding of the financial markets and is committed to providing clients with personalized advice and guidance.
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.
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.
1
2
WA
02/08/2024 - Present
Symetra Securities, Inc. (BELLEVUE WA)
IA
07/30/2020 - 02/13/2024
SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)
PA
01/31/2011 - 07/15/2020
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
06/12/2007 - 12/01/2010
DIRECTED SERVICES LLC (WEST CHESTER PA)
CT
08/20/2003 - 06/04/2007
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
MN
10/18/2000 - 08/19/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/18/2000 - 01/23/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
03/17/1999 - 03/31/2000
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 11/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Wilson Setzepfandt is the right advisor for you? Invested Better is here to help.
