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William G. Aune

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CRD#: 1179348
WA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William George Aune, who also goes by Bill Aune, was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1983. William had worked at 5 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Bill Aune

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 13, 2001 - December 1, 2006

VISION INVESTMENT SERVICES, INC.

BD
CRD#: 46609
STURGEON BAY, WI
Past

August 8, 1995 - June 27, 2001

FOCUSED INVESTMENTS L.L.C.

BD
CRD#: 37532
CHICAGO, IL
Past

February 12, 1991 - August 31, 1993

KINGLAND CAPITAL CORPORATION

BD
CRD#: 16341
Past

July 24, 1985 - May 4, 1988

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
Past

August 23, 1983 - February 7, 1989

SOURCE SECURITIES, INC.

BD
CRD#: 8026

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/27/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


VI
VISION INVESTMENT SERVICES, INC.
VISION INVESTMENT SERVICES, INC.

CRD#: 46609 / SEC#: , 8-51489

BD
Terminated by SEC on 12/31/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Illinois since 09/01/1998
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
MB FINANCIAL BANK, N.A.OWNER
FEIGER, MITCHELL SDIRECTOR4621669
LAVENDER, LYNN DEEDIRECTOR3199036
OSBORN, KEVIN ROBERTVP-CCO-CROP/SROP-FINOP2910571
SCALZITTI, KIMBERLY SUEPRESIDENT/CEO2081153
WILDMAN, BRIAN JAMESDIRECTOR
YORK, JILL ELIZABETHDIRECTOR4621667

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VISION INVESTMENT SERVICES, INC.

CRD#: 46609

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