CFP®, RICP®, Series 7 Securities Registration,1 Series 66 Advisory Registration,† Insurance License
With 20 years of experience in personal financial planning, Bill has the knowledge and experience to help his clients make smart financial decisions. He takes an educational approach to financial planning, continually breaking down complex issues to make them easier to understand. He strives to know his clients well, understand their needs, and design and implement specific strategies for each one.
Bill graduated magna cum laude from the University of Northern Iowa with a major in Finance and minor in Economics. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Retirement Income Certified Professional®. Bill is a seven-time award winner (2013 - 2019) on Barron’s magazine’s “Top Financial Advisors” list,2 a ranking that places him among the top 20 financial advisors in Minnesota. He is also an eight-year winner (2012 - 2019) of the “FIVE STAR Wealth Manager” as noted in Mpls.St.Paul Magazine and Twin Cities Business magazine.3
He resides in Woodbury, where he enjoys spending time with his wife and three children.
The St. Croix Valley Financial Advisory team is located in our Woodbury, MN office.
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1 Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. †Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
2 Factors included in Barron's Top 1200 Financial Advisor 2013 - 2019 rankings: assets under management, revenue produced for the firm, regulatory record, quality of pracatice and philanthropic work. Investment performance was not an explicit component of the evaluation criteria.
3 Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, 2018 or 2019 FIVE STAR Wealth Managers.