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Credentials
Series 63, Series 65
Experience Industry experience
34 years
Location
Crandon, WI 54520-0365
LPL Financial
Institution
William Bargholtz is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior work includes positions at CUNA Mutual Group, CUNA Brokerage Services, OneAmerica Securities, American United Life, and Thrivent Financial. He is also involved with CoVantage Credit Union in a financial institution role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.
Based on LPL Financial
Flat fees negotiated between IAR and client for financial planning and consulting services.
Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.
Hourly fees up to $500 per hour for financial planning and consulting services.
Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.
Crandon, WI
502 W Pioneer St
Crandon WI 54520-0365
Advisors at this office
1
Wisconsin
34 years of industry experience
LPL Financial
2022 - Present • 4 years
Neenah, WI
CUNA Mutual Group
2021 - Present • 5 years
Waverly, IA
CUNA Brokerage Services
2021 - Present • 5 years
Waverly, IA
OneAmerica Securities
2018 - 2021 • 3 years
Appleton, WI
American United Life
2018 - 2021 • 3 years
Appleton, WI
Unemployed
2018 - 2018 • 1 year
Appleton, WI
Thrivent Financial
2014 - 2018 • 4 years
Appleton, WI
Thrivent Investment Management Inc
2014 - 2018 • 4 years
Appleton, WI
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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