William J. Mullenmeister
Professional summary
William James Mullenmeister, who also goes by Bill Mullenmeister, is a registered financial advisor currently at POGSON & MATT WEALTH MANAGEMENT GROUP located in Phoenix, Arizona.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. William has worked at 5 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William James Mullenmeister's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 1, 2011 - Present
POGSON & MATT WEALTH MANAGEMENT GROUP
Office #1: 6930 E. Chauncey Lane Suite 295, Phoenix, AZ 85054October 6, 2009 - February 25, 2011
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
October 2, 2009 - February 25, 2011
CAMBRIDGE INVESTMENT RESEARCH, INC.
February 28, 2000 - October 8, 2009
STRATEGIC ADVISERS LLC
October 18, 1996 - October 5, 2009
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/1/2011)
(3/16/2011)
Exams
Current Firm
POGSON & MATT WEALTH MANAGEMENT GROUP
CRD#: 155377 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 359 |
| AUM (Assets Under Management) | $ 82,500,855 |
Red Flags
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