Bill brings 10 years of investment experience to Invest Forward. During his time in the financial services industry, he has served roles as both a financial advisor and a regional sales manager overseeing 13 advisors across Minnesota and North Dakota.
His primary focus is comprehensive wealth management, more specifically: pre- and post-retirement planning, dividend producing portfolios, individual stocks and 401(K) plans. He currently holds the following registrations: Series 7/General Securities, Series 66/Uniform Combined State Law Exam, Series 10/General Securities Sales Supervision as well as Life, Health and Annuities for Insurance.
Bill has been a member of the Crookston community for the past 13 years.
You should consult your tax/legal counsel for advice and information concerning your particular circumstances. Neither Investment Centers of America nor any of its representatives may give tax or legal advice.
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