Unclaimed Profile

William Jasper Raike

WOODSTOCK WEALTH MANAGEMENT, INC.·WOODSTOCK, Georgia

SIE, Series 4, Series 7, Series 24, Series 55, Series 63, Series 6520 years registeredWOODSTOCK WEALTH MANAGEMENT, INC.

250 RIVER PARK NORTH DRIVE, WOODSTOCK, GA 30188CRD# 1502298Firm CRD# 283472

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Jasper Raike · WOODSTOCK, GA

Registration

CRD #1502298 · WOODSTOCK WEALTH MANAGEMENT, INC. · 20 years registered

Brand Profile

Not yet started

Career History

WOODSTOCK WEALTH MANAGEMENT, INC.

May 2018 – present

WOODSTOCK FINANCIAL GROUP, INC.

Feb 2006 – Mar 2019

WOODSTOCK, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 55

Series 63

Series 65

Registration record

First registered · February 7, 2006

Years registered · 20

Disclosure History

2012Customer Dispute·Settled

2002Customer Dispute·Award / Judgment

1997Customer Dispute·Settled

1996Customer Dispute·Settled

1995Customer Dispute·Settled

5 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WOODSTOCK WEALTH MANAGEMENT, INC.

CRD 283472 · SEC 801-112663

AUM

$511M

Regulatory assets under management

Employees

2,412 client accounts

Services offered by WOODSTOCK WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WOODSTOCK WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does William Jasper Raike offer?

William Jasper Raike specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODSTOCK, Georgia for a consultation.

What are William Jasper Raike's credentials?

William Jasper Raike is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Jasper Raike located?

William Jasper Raike is based in WOODSTOCK, Georgia, working with WOODSTOCK WEALTH MANAGEMENT, INC.. Their office serves clients in the WOODSTOCK metropolitan area and surrounding communities.

How does William Jasper Raike charge for services?

William Jasper Raike's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WOODSTOCK WEALTH MANAGEMENT, INC.?

WOODSTOCK WEALTH MANAGEMENT, INC. has approximately 28 employees and manages $511M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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