William Jasper Raike Iii
Professional Summary
William Jasper Raike III, who also goes by Bill Raike, is a registered financial advisor currently at WOODSTOCK WEALTH MANAGEMENT, INC. located in Woodstock, Georgia. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. William has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Raike
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
40 years in the financial services industry
Current & Past Employments
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Current Firm
ASSET MANAGEMENT STRATEGIES | WOODSTOCK WEALTH MANAGEMENT, INC. | VERITAS FINANCIAL GROUP | TOMOLONIS FINANCIAL, LLC | SHIFT FINANCIAL GROUP, INC. | RIDGE WEALTH MANAGEMENT, LLC | LOTUS POSITIONS, LLC | HALL WEALTH MANAGEMENT, LLC | FITZSIMMONS FINANCIAL SERVICES, LLC | FIT FINANCIAL | FIRST CHOICE FINANCIAL GROUP | FINTECH WEALTH MANAGEMENT, LLC | FESSLER FINANCIAL | EDGEWOOD FINANCIAL GROUP | COVENANT WEALTH MANAGEMENT | CBG FINANCIAL, INC. | BANYAN PRIVATE WEALTH
Contact Information
Main Address
250 River Park North Drive, Woodstock, GA 30188Phone Number
(800) 279-4468# of Employees
26SEC notice filing (35 States and Territories)
Registered to provide investment advisory services in 35 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,995AUM (Assets Under Management)
$726,566,676Similar Advisors
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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.
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Primary Firm SEC Registration
ASSET MANAGEMENT STRATEGIES | WOODSTOCK WEALTH MANAGEMENT, INC. | VERITAS FINANCIAL GROUP | TOMOLONIS FINANCIAL, LLC | SHIFT FINANCIAL GROUP, INC. | RIDGE WEALTH MANAGEMENT, LLC | LOTUS POSITIONS, LLC | HALL WEALTH MANAGEMENT, LLC | FITZSIMMONS FINANCIAL SERVICES, LLC | FIT FINANCIAL | FIRST CHOICE FINANCIAL GROUP | FINTECH WEALTH MANAGEMENT, LLC | FESSLER FINANCIAL | EDGEWOOD FINANCIAL GROUP | COVENANT WEALTH MANAGEMENT | CBG FINANCIAL, INC. | BANYAN PRIVATE WEALTH
State Registrations and Notice Filings
(6/14/2018)
(6/8/2018)
(7/10/2018)
(7/2/2018)
(5/23/2018)
(7/3/2018)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Mar 2001Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view William Jasper Raike III's CRS (Customer Relationship Summary).
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