William K. Zickler

COASTAL WEALTH MANAGEMENT, LP

HOUSTON, TX 77056

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CRD#: 4755862

Professional summary

William Kirk Zickler is a registered financial advisor currently at COASTAL WEALTH MANAGEMENT, LP located in Houston, Texas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. William has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Kirk Zickler'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

September 16, 2004 - Present

COASTAL WEALTH MANAGEMENT, LP

Office #1: 2121 Sage Road Suite 145, Houston, TX 77056

RIA

CRD#: 131939

HOUSTON, TX

Past

February 4, 2004 - November 28, 2005

ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.

RIA

CRD#: 127140

HOUSTON, TX

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

Texas
(9/16/2004)

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: 12/18/2003

Uniform Investment Adviser Law Examination

Current Firm

COASTAL WEALTH MANAGEMENT, LP

COASTAL CAPITAL MANAGEMENT, INC. | COASTAL WEALTH MANAGEMENT, LP | COASTAL WEALTH MANAGEMENT CO.

CRD#: 131939 / SEC#:

Texas

Registered Investment Advisory firm - (9/16/2004 Approved)

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Contact information

Main Address

Katy, TX

Mailing Address

P.o. Box 131646, Houston, TX 77219

Phone number

(713) 621-9898

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	37
AUM (Assets Under Management)	$ 5,700,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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William K. Zickler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Kirk Zickler's CRS (Customer Relationship Summary).

Certified licenses

Experience

COASTAL WEALTH MANAGEMENT, LP

ROCKY MOUNTAIN PRIVATE WEALTH MANAGEMENT, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/2003

Current Firm

COASTAL WEALTH MANAGEMENT, LP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COASTAL WEALTH MANAGEMENT, LP

TRUST BUT VERIFY

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