William
Cavalier
Members Capital Advisors, Inc
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About this Advisor
William Cavalier is a financial advisor operating in Madison, Wisconsin, who has 1 year of relevant experience. Cavalier is on the advisory team at Members Capital Advisors, Inc. Over the course of their career, Cavalier has held roles at Cpi Qualified Plan Consultants, Cuna Brokerage Services, Hco Private Wealth, Cuna Mutual Group, Cuna Brokerage Services Inc, Wrc Consulting, Martin, Martin, Randall, Angell Pension Group, Vantage Benefits and Lafayette Funeral Home. Cavalier maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in North Carolina. Members Capital Advisors, Inc is a registered investment firm based in Madison, WI. It has a total of 62 advisors. It controls $32 billion in assets under management among its 361 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The business performs a set of services, such as portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually vary depending on the financial services offered. However, fee types charged by Members Capital Advisors, Inc can include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Members Capital Advisors, Inc Brokerage Details
$32,032,395,000
62
361
$88,732,396
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
William Cavalier Work History
William has been registered as a financial advisor for 1 years.*
Cuna Mutual Group
Cuna Brokerage Services Inc
Lafayette Funeral Home
Hco Private Wealth
Wrc Consulting
Martin, Martin, Randall
Angell Pension Group
Vantage Benefits
Cuna Brokerage Services
Cpi Qualified Plan Consultants
*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 Cavalier 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 Members Capital Advisors, Inc
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Lansing, MI
Madison, WI
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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