William
Zurek
Woodbury Financial Services, Inc
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About this Advisor
William Zurek is an advisor whose office is in Lake Zurich, Illinois. Currently an investment advisor at Woodbury Financial Services, Inc, they have accumulated 10 years of practice in the financial advisory industry. Zurek has Series 63 and Series 66 licenses, qualifying them as a securities representative. Zurek can work with clients in Illinois and Wisconsin. Over the course of their career, Zurek has held roles at Fintegra, LLC, Community State Bank, Securities America Inc, Securities America Advisors and Woodbury Financial Services Inc. Woodbury Financial Services, Inc is headquartered in Lake Zurich, Illinois, and operates out of 834 additional brick-and-mortar locations throughout the United States. As a company, Woodbury Financial Services, Inc oversees $12 billion in assets dispersed across 58,629 client accounts and employs more than 2,257 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the nation. The firm manages 47,436 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 16% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Woodbury Financial Services, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Woodbury Financial Services, Inc Brokerage Details
$11,614,931,037
2,257
58,629
$198,109
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
William Zurek Work History
William has 10 years of experience.
Woodbury Financial Services Inc
Securities America Inc
Securities America Advisors
Community State Bank
Fintegra, LLC
Disclosures
William Zurek has disclosures.
Please visit their SEC profile for more details.
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The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.