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William C

Series 65

Round Rock, TX

Akros Investments, Inc.

William Conrad is a financial advisor at Akros Investments, Inc. with 23 years of industry experience. He holds a Series 65 designation and has been active in his role since 2000. Outside of his advisory duties, Conrad provides personal consulting services to private companies, nonprofits, and public companies, dedicating significant time to these activities each month. Akros Investments, Inc. primarily serves institutional clients and plan sponsors, offering services including retirement-plan oversight, fiduciary governance, and portfolio management. The firm emphasizes pension and retirement-plan consulting and provides investor education programs alongside its asset-allocation-based investment approach.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Executive Self-Employed Attorney Financial Professional Women Professionals
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