WP
William G. Pederson
PIKILA
Sioux Falls, SD 57108-2866
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CRD#: 5561258
WP
Professional summary
William George Pederson is a registered financial advisor currently at PIKILA located in Sioux Falls, South Dakota.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. William has worked at 1 firm 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.
HOME FEDERAL BANK, SIOUX FALLS, SD DIRECTOR AVG 8 HOURS PER MONTH
HF FINANCIAL CORP, SIOUX FALLS, SD DIRECTOR 4 HOURS PER MONTH
CRS (Client Relationship Summary) - RIA
Click below to view William George Pederson'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®
NoneExperience
Current
July 28, 2008 - Present
PIKILA
Office #1: One Old Farm Place, Sioux Falls, SD 57108-2866RIA
CRD#: 142700
Sioux Falls, SD
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
South Dakota(7/28/2008)
Current Firm
PI
PIKILA
PIKILA | PIKILA, LLC
CRD#: 142700 / SEC#:
South Dakota
Registered Investment Advisory firm - (7/28/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One Old Farm Place, Sioux Falls, SD 57108-2866
Mailing Address
3040 E Millcreek Rd, Salt Lake City, UT 84109-3110
Phone number
(801) 467-3373
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 1,500,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
