William
Dicke

Spc

CRD#1744226
Investment Advisor
in Maryville, TN

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About this Advisor

William Dicke is a certified financial planner working in Maryville, Tennessee who has 6 years of industry experience. Dicke is an advisor for Spc. Throughout their career, Dicke has worked at Self Employed-Dicke Financial Co-Mutual, National Planning Corporation, Sigma Financial Corporation and Spc. Dicke maintains a Series 63 license, which qualifies them as a securities agent, and is registered to serve investors in Alabama, Alaska, Arizona, Florida, Georgia, Illinois, Indiana, Maine, Michigan, Minnesota, Missouri, Nebraska, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas and Washington. Spc is a financial advisory company based out of Ann Arbor, MI. The company has offices in 426 locations and a total of 610 advisors. It has $6 billion in assets between its 34,594 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 20 charitable organizations. Of its 34,594 client accounts, just 8% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Spc offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees largely depend on the services. However, fee types charged by Spc most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

5016 Chilhowee Mountain Trail
Maryville, TN 37803

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Spc Brokerage Details

Total Assets Under Management

$5,964,256,852

TN Average: $943,424,332
Total Number of Employees

610

TN Average: 21
Total Number of Accounts

34,594

TN Average: 1,586
Average Account Size

$172,407

TN Average: $594,845

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
  • Other

William Dicke Work History

William has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Sigma Financial Corporation

2017 - Present (7 years)

Spc

1999 - 2017 (18 years)

National Planning Corporation

1986 - 2017 (31 years)

Self Employed-Dicke Financial Co-Mutual

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Dicke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Spc

Justin Mccolaugh
Cincinnati, OH
Chad Hyllested
Colorado Springs, CO
Kevin Howard
Novi, MI
Richard Colleoni
Mansfield, TX
Robert Wojcik
Madison, MS
Ching Po Wang
Troy, MI
Kimberly Jones
Ann Arbor, MI
Michael Barrella
Melbourne, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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