William
Zurek

Woodbury Financial Services, Inc

CRD#1022050
Investment Advisor
in Lake Zurich, IL

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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

Series 63, Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

324 Foxfire Dr
Lake Zurich, IL 60047

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Woodbury Financial Services, Inc Brokerage Details

Total Assets Under Management

$11,614,931,037

IL Average: $5,289,111,388
Total Number of Employees

2,257

IL Average: 157
Total Number of Accounts

58,629

IL Average: 8,262
Average Account Size

$198,109

IL Average: $640,173

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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.

2017 - Present (5 years)

Woodbury Financial Services Inc

2015 - 2017 (2 years)

Securities America Inc

2015 - 2017 (2 years)

Securities America Advisors

2011 - 2017 (6 years)

Community State Bank

2010 - 2015 (5 years)

Fintegra, LLC

Disclosures

William Zurek has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Woodbury Financial Services, Inc

George Loeffler
Phoenix, AZ
Jon Moores
Dallas, TX
Christopher Buchanan
Palm Beach Gardens, FL
Brian Hermes
De Pere, WI
Tucker Barash
Mill Valley, CA
Kevin Appelbaum
El Cajon, CA
Darren Watson
San Diego, CA
Thomas Buescher
Lincoln, NE

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.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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