Claim Profile
WZ

William Louis Zielinski

INSTITUTIONAL INVESTORS ADVISORY COMPANY·ST LOUIS, Missouri
Unclaimed Profile
2150 HAMPTON AVENUE, ST LOUIS, MO 63139-2904CRD# 4549962Firm CRD# 109655
01

About

William Louis Zielinski is a registered financial advisor based in ST LOUIS, Missouri, affiliated with INSTITUTIONAL INVESTORS ADVISORY COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
INSTITUTIONAL INVESTORS ADVISORY COMPANY
INSTITUTIONAL INVESTORS ADVISORY COMPANY
AUM
$59M
Regulatory assets under management
Employees
4
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4549962
Firm CRD# 109655
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ST LOUIS?

Browse all registered financial advisors in ST LOUIS, Missouri or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does William Louis Zielinski offer?
William Louis Zielinski specializes in Retirement Planning, Fee-Only Advisory. Contact their office in ST LOUIS, Missouri for a consultation.
What are William Louis Zielinski's credentials?
William Louis Zielinski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Louis Zielinski located?
William Louis Zielinski is based in ST LOUIS, Missouri, working with INSTITUTIONAL INVESTORS ADVISORY COMPANY. Their office serves clients in the ST LOUIS metropolitan area and surrounding communities.
How does William Louis Zielinski charge for services?
William Louis Zielinski's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INSTITUTIONAL INVESTORS ADVISORY COMPANY?
INSTITUTIONAL INVESTORS ADVISORY COMPANY has approximately 4 employees and manages $59M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty