William L. Geiger

GEIGER WEALTH MANAGEMENT

Oak Brook, IL 60523

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CRD#: 1356217

Professional summary

William L Geiger, who also goes by Bill Geiger Jr, Bill Geiger, William Lee Geiger Jr, William Lee Geiger, is a registered financial advisor currently at GEIGER WEALTH MANAGEMENT located in Oak Brook, Illinois.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. William has worked at 11 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Geiger Jr | Bill Geiger | William Lee Geiger Jr | William Lee Geiger

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.

De Blanco Inc. - Insurance Agent - 1900 Spring Rd, Oak Brook, IL 60523, 50% of time spent (during trading hours)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William L Geiger's CRS (Customer Relationship Summary).

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

Current

May 14, 2014 - Present

GEIGER WEALTH MANAGEMENT

Office #1: 1900 Spring Road Suite 104, Oak Brook, IL 60523

RIA

CRD#: 159526

Oak Brook, IL

Past

February 10, 2012 - December 31, 2022

GEIGER WEALTH MANAGEMENT

RIA

CRD#: 159526

OAK BROOK, IL

Past

May 10, 2006 - July 21, 2010

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

BOCA RATON, FL

Past

July 22, 2003 - May 11, 2006

KOVACK SECURITIES INC.

CRD#: 44848

BOCA RATON, FL

Past

July 28, 1994 - July 18, 2000

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

April 28, 1992 - July 29, 1994

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

NEW YORK, NY

Past

April 15, 1991 - May 8, 1992

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

November 3, 1987 - April 19, 1991

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

Past

October 30, 1987 - November 4, 1987

LEGG MASON MASTEN INC.

CRD#: 2

Past

August 17, 1987 - April 19, 1991

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

February 19, 1987 - October 19, 1987

HERITAGE FINANCIAL INVESTMENTS CORPORATION

CRD#: 15767

Past

June 12, 1986 - March 17, 1987

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

Past

April 26, 1985 - June 13, 1986

FIRST JERSEY SECURITIES, INC.

CRD#: 6621

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(5/14/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/8/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/10/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/17/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/24/1994

General Securities Principal Examination

Current Firm

GEIGER WEALTH MANAGEMENT

DEBLANCO, INC. | SSB 5, INC. | GEIGER WEALTH MANAGEMENT

CRD#: 159526 / SEC#:

Florida

Registered Investment Advisory firm - (11/20/2017 Terminated)

Illinois

Registered Investment Advisory firm - (5/14/2014 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

1900 Spring Road Suite 104, Oak Brook, IL 60523

Mailing Address

Phone number

(630) 866-6900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Firm Stability Insights

William L. Geiger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William L Geiger's CRS (Customer Relationship Summary).

Certified licenses

Experience

GEIGER WEALTH MANAGEMENT

NEXT FINANCIAL GROUP, INC.

KOVACK SECURITIES INC.

LPL FINANCIAL LLC

KIDDER, PEABODY & CO. INCORPORATED

UBS FINANCIAL SERVICES INC.

LEGG MASON WOOD WALKER, INCORPORATED

LEGG MASON MASTEN INC.

LEGG MASON WOOD WALKER, INCORPORATED

HERITAGE FINANCIAL INVESTMENTS CORPORATION

PRUDENTIAL EQUITY GROUP, LLC

FIRST JERSEY SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/8/2011

Series 63

Date: 7/10/2003

Series 7

Date: 7/17/2003

Series 24

Date: 10/24/1994

Current Firm

GEIGER WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

GEIGER WEALTH MANAGEMENT

TRUST BUT VERIFY

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