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Wilnard Leif Selbak

CRD# 418369·Registered 1973 - 1994
Previously Registered: Being a previously registered professional could mean that Wilnard is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Wilnard Leif Selbak was a registered financial advisor. Wilnard was a previously registered financial professional and started their career in finance 1973 - 1994. Wilnard had worked at 5 firms and has passed the Series 63, Series 1, Series 4, F04 and Series 40 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

53 years in the financial services industry

Current & Past Employments

WFG SECURITIES CORPORATION·CRD# 13169
BD
Middleton, WI
March 8, 1990 - April 19, 1994
VANDERBILT CAPITAL CORPORATION·CRD# 10191
BD
January 26, 1984 - January 2, 1990
VANDERBILT CAPITAL CORPORATION·CRD# 10191
BD
Naples, FL
October 23, 1981 - January 2, 1990
FIRST AFFILIATED SECURITIES, INC.·CRD# 6871
BD
December 20, 1977 - September 23, 1981
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED·CRD# 640
BD
September 4, 1975 - January 27, 1978
PIPER SANDLER & CO.·CRD# 665
BD
May 3, 1973 - September 21, 1975

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Current Firm

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WFG SECURITIES CORPORATION

MUNZ SECURITIES CORPORATION | WFG SECURITIES CORPORATION

CRD#: 13169 / SEC#: 8-28802
BD
Terminated by SEC on 02/05/1996

Contact Information

Established

Wisconsin since 11/01/1982

Firm Type

Corporation

Fiscal Year End

December

Documents

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1980About the Series 63 exam

Series 1 — Registered Representative Examination

Passed Apr 1973

Series 4 — Registered Options Principal Examination

Passed Nov 1978About the Series 4 exam

F04 — Financial Principal Examination

Passed Aug 1978

Series 40 — Registered Principal Examination

Passed Dec 1977

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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