Unclaimed Profile

William Michael Courson

LANCASTER POLLARD ASSET MANAGEMENT LLC·COLUMBUS, Ohio

SIE, Series 7, Series 24, Series 63, Series 65Clean record13 years registeredLANCASTER POLLARD ASSET MANAGEMENT LLC

65 EAST STATE STREET, COLUMBUS, OH 43215-4213CRD# 1266000Firm CRD# 112008

Profile Verification

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

Identity

William Michael Courson · COLUMBUS, OH

Registration

CRD #1266000 · LANCASTER POLLARD ASSET MANAGEMENT LLC · 13 years registered

Brand Profile

Not yet started

Career History

MASON INVESTMENT ADVISORY SERVICES INC

Jul 2018 – present

HARTLAND & CO

Dec 2015 – Mar 2017

Cleveland, OH

LANCASTER POLLARD INVESTMENT ADVISORY GROUP

Apr 2013 – Dec 2015

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · April 2, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LANCASTER POLLARD ASSET MANAGEMENT LLC

CRD 112008 · SEC 801-55556

AUM

$169M

Regulatory assets under management

Employees

17 client accounts

Services offered by LANCASTER POLLARD ASSET MANAGEMENT LLC

Per Form ADV

Selection of other advisers

Publication of periodicals/newsletters

Other

View all advisors at LANCASTER POLLARD ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does William Michael Courson offer?

William Michael Courson specializes in Wealth Management. Contact their office in COLUMBUS, Ohio for a consultation.

What are William Michael Courson's credentials?

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

Where is William Michael Courson located?

William Michael Courson is based in COLUMBUS, Ohio, working with LANCASTER POLLARD ASSET MANAGEMENT LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does William Michael Courson charge for services?

William Michael Courson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LANCASTER POLLARD ASSET MANAGEMENT LLC?

LANCASTER POLLARD ASSET MANAGEMENT LLC has approximately 5 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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