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Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

PENSACOLA, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Wiktor Gier is a financial advisor who has been working in the industry since July 20, 2019. Gier is currently registered with Stifel, Nicolaus & Company, Inc., in Pensacola, Florida. Wiktor has a Series 7TO, Series 63 and Series 65 license and is also a Certified Financial Planner. Prior to working with Stifel, Nicolaus & Company, Inc., Gier worked at Raymond James & Associates, Inc. in St. Petersburg, Florida.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Nisa Investment Advisors, LLC | CFA ® (Certifications)

location

ST. LOUIS, MO

0 Disclosures

ADVISOR BIO

Wiktor Tomasz Szrek is a Registered Investment Advisor Representative for Nisa Investment Advisors, LLC. Wiktor has earned the Chartered Financial Analyst designation and has passed the National Commodity Futures Examination (Series 3). Wiktor has been in the industry since 2014, and his prior work experience includes positions with the University of Michigan, Kroger Co., Flagstar Bank, Fiat Chrysler Automobiles, University of Michigan Dining and NISA Investment Advisors, LLC. Wiktor is registered with the state of Missouri and has a specialization in "5" - Pension and Profit-Sharing Plans, "6" - Corporations and Other Businesses, and "10" - State or Municipal Government Entities.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

COLUMBUS, MS

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Wiley Carter Hutchins is a financial advisor who has been in the industry since 1986. Wiley is currently registered with Stifel, Nicolaus & Company, Inc. and has been with this firm since July 2015. Previously, Wiley was with STERNE, AGEE & LEACH, INC. from March 2009 to July 2015 and with UBS FINANCIAL SERVICES INC. from August 2000 to September 2008. Wiley is a licensed broker-dealer, investment adviser representative, and holds the Series 7, Series 8, Series 9, Series 10, Series 63, and Series 65 licenses. Wiley specializes in providing financial planning, portfolio management, and investment advisory services to individuals, corporations, and high net worth individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Prospera Financial Services, Inc.

location

LUBBOCK, TX

experience

36 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Wilfred Carter is a financial advisor with Prospera Financial Services, Inc. Wilfred is based in Lubbock, Texas and has been in the industry since June 1989. Wilfred is registered with FINRA and the state of Texas. Wilfred is a Series 7, 3, 63, and 65 licensed advisor and has experience with a variety of client types, including high-net-worth individuals, corporations, charitable organizations, and trusts. Wilfred's prior experience includes Wachovia Securities Financial Network, LLC, Wachovia Securities, LLC, Prudential Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Wilfred is also the sole owner of WC DeO Volente Enterprise, Inc. which is an investment-related business.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Prime Capital Financial

location

Flower Mound, TX

0 Disclosures

ADVISOR BIO

Will Francis Orourke is an Investment Advisor Representative at Prime Capital Financial. Will has been in the industry since 2021 and has earned the Series 65 license. Will has previously worked at Data Fork Digital Group and Optex Systems. Will is also an owner of Legacy Estate Planning and provides counsel on estate planning documents. Prime Capital Financial is a firm that provides investment advisory services and has approximately 1968 clients. The firm offers portfolio management services, financial planning, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
QUALIFIED RETIREMENT PLAN SERVICES, CONSULTING SERVICES, CO-ADVISORY, SELECTION OF SUB-ADVISORS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

First Trust Advisors LP

location

WHEATON, IL

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Will Dodillet is a financial advisor with First Trust Advisors LP. Will has been in the industry since October 2020. Will is registered with the state of Illinois and Texas as an Investment Adviser Representative. Will is also registered with the state of Illinois as a Securities Agent. Will holds the Series 63, Series 65, Series 7TO and SIE exams.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Will Theodore Johnson is a registered Investment Advisor Representative with Fisher Investments. Will joined Fisher Investments in February 2022. Will has experience in the financial services industry, including roles at Wentworth Chevrolet Subaru / Subaru of Portland. Will is licensed to provide investment advisory services in Oregon and Washington.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

SCOTTSDALE, AZ

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Will Harold Garnaas is a registered investment advisor representative with Vanguard Advisers, Inc. Will has been working in the financial industry since 2021 and holds the Series 66, 7TO and SIE licenses. Will is currently registered with the state of Arizona, California and Texas. Will is also an employee of The Vanguard Group, Inc. (parent company of Vanguard Marketing Corporation).

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Blackrock Investment Management, LLC | CFP ® (Certifications)

location

San Francisco, CA

0 Disclosures

ADVISOR BIO

Will Tuhacek is a financial advisor registered with the state of California. Will is an investment advisor representative (IAR) at Blackrock Investment Management, LLC, where Will has been employed since June 2024. Will holds the Series 65 license and is a Certified Financial Planner. Will also has a sole-ownership LLC for property rentals. Will has been in the financial industry since June 2014. Will works with various client types, including high-net-worth individuals, insurance companies, investment companies, and corporations.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

ACR Alpine Capital Research, LLC

location

ST. LOUIS, MO

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Willard Frederick Tow is a financial advisor at ACR Alpine Capital Research, LLC. Willard has over 20 years of experience in the financial industry and is registered in all 50 states. Willard specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Willard also provides investment advisory services to UMA models.

SPECIALIZATIONS

Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
INVESTMENT ADVISORY TO UMA MODELS
Portfolio Management for Pooled Investment Vehicles

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