William J. Weikart

WEIKART ADVISORY SERVICES LLC

Camas, WA

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CRD#: 2070701

Professional summary

William Joseph Weikart, who also goes by Bill Weikart, Weikart, is a registered financial advisor currently at WEIKART ADVISORY SERVICES LLC located in Camas, Washington.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. William has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Weikart | Weikart

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.

1)WEIKART ADVISORY SERVICES LLC,YES,1312 EAST 1ST AVE. CAMAS, WA 98607, REGISTERED INVESTMENT ADVISOR, FOUNDER & OWNER. 2)INDEPENDENT INSURANCE AGENT,NO,703 BROADWAY STE 640;VANCOUVER, WA 98660-3308,FIXED INSURANCE SALES,INDEPENDENT INSURANCE AGENT,01/18/2006,2,2,SALES OF FIXED INSURANCE PRODUCTS 3)WILLIAMWEIKART.COM,NO,1312 EAST 1ST AVENUE CAMAS, WA 98607,MOTIVATIONAL SPEAKER FOR SEMINARS AND EVENTS,OWNER,01/01/1994,40,40,HOST AND CREATE A MARKET PLAN FOR EVENTS. ACT AS LIAISON BETWEEN DONORS AND NOT FOR PROFIT ORGANIZATION. 4)WEIKARTFINANCIAL.COM,NO,1312 EAST 1ST AVENUE CAMAS, WA 98607, WEBSITE & EMAIL USE ONLY FOR WEIKART ADVISORY SERVICES LLC. 5)PSYCHECLECTIC RECORDS & OBSCURED BY CLOUDS ,NO,1312 EAST 1ST AVE. CAMAS, WA 98607, MUSIC, RECORD LABEL,OWNER,02/01/2006,40,40,MUSIC CD SALES, MERCHANDISE SALES, PUBLISHING AND VENUE PERFORMANCES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Weikart'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

January 11, 2010 - Present

WEIKART ADVISORY SERVICES LLC

RIA

CRD#: 152279

Camas, WA

Past

July 12, 2006 - November 13, 2009

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

PORTLAND, OR

Past

December 17, 2004 - July 11, 2006

VOYA FINANCIAL ADVISORS, INC.

RIA

CRD#: 2882

PORTLAND, OR

Past

December 15, 2004 - November 13, 2009

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

PORTLAND, OR

Past

February 21, 2001 - September 13, 2004

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

May 15, 1992 - February 21, 2001

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

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

Oregon
(1/12/2010)

IAR

Washington
(1/11/2010)

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: 11/27/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/15/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/20/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/13/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WEIKART ADVISORY SERVICES LLC

CRD#: 152279 / SEC#:

Idaho

Registered Investment Advisory firm - (11/30/2012 Terminated)

Oregon

Registered Investment Advisory firm - (1/12/2010 Approved)

Washington

Registered Investment Advisory firm - (1/10/2010 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

Camas, WA

Mailing Address

Phone number

(503) 660-3044

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 3,256,852

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.

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William J. Weikart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Weikart's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEIKART ADVISORY SERVICES LLC

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

MML INVESTORS SERVICES, LLC

VERAVEST INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/27/1995

Series 63

Date: 5/15/1992

Series 7

Date: 3/20/1995

Series 6

Date: 5/13/1992

Current Firm

WEIKART ADVISORY SERVICES LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEIKART ADVISORY SERVICES LLC

TRUST BUT VERIFY

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