Unclaimed Profile

William A Petri

CLIFTON GUNDERSON WEALTH ADVISORS LLC·MIDDLETON, Wisconsin

Clean recordCLIFTON GUNDERSON WEALTH ADVISORS LLC

8215 GREENWAY BLVD., MIDDLETON, WI 53562CRD# 5750515Firm CRD# 111297

Profile Verification

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

Identity

William A Petri · MIDDLETON, WI

Registration

CRD #5750515 · CLIFTON GUNDERSON WEALTH ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William A Petri is a registered financial advisor based in MIDDLETON, Wisconsin, affiliated with CLIFTON GUNDERSON WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CLIFTON GUNDERSON WEALTH ADVISORS LLC

CLIFTON GUNDERSON WEALTH ADVISORS

AUM

$848M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CLIFTON GUNDERSON WEALTH ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5750515

Firm CRD# 111297

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William A Petri offer?

William A Petri specializes in Financial Planning, Investment Management. Contact their office in MIDDLETON, Wisconsin for a consultation.

What are William A Petri's credentials?

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

Where is William A Petri located?

William A Petri is based in MIDDLETON, Wisconsin, working with CLIFTON GUNDERSON WEALTH ADVISORS LLC. Their office serves clients in the MIDDLETON metropolitan area and surrounding communities.

How does William A Petri charge for services?

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

How large is CLIFTON GUNDERSON WEALTH ADVISORS LLC?

CLIFTON GUNDERSON WEALTH ADVISORS LLC has approximately 11 employees and manages $848M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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