William James Robertson
Professional Summary
William James Robertson, who also goes by Bill Robertson, is a registered financial advisor currently at WEALTH PLANNING SYSTEMS, LLC located in Bloomington, Minnesota. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1971. William has worked at 11 firms and has passed the Series 63 and Series 1 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Robertson
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Videos & Posts
This advisor has not added any videos or posts yet.
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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
55 years in the financial services industry
Current & Past Employments
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Current Firm
BROOKS CAPITAL MANAGEMENT, LLC | WEALTH PLANNING SYSTEMS, LLC | REMINGTON FINANCIAL GROUP, LLC | BROOKS LARSON, LLC
Contact Information
Main Address
Bloomington, MNPhone Number
(952) 881-6081# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
88AUM (Assets Under Management)
$10,740,000Similar 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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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Oct 1971Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view William James Robertson's CRS (Customer Relationship Summary).
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