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William B
Series 63, Series 65
Crandon, WI
LPL Financial
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.
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