William Patrick Mulvahill
CFP®Professional Summary
William Patrick Mulvahill, CFP® is a registered financial advisor currently at TRAILHEAD PLANNERS, LLC located in Edina, Minnesota. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. William has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 86 and Series 87 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Financial Planning
- Business Services
- Retirement Planning
- Investment Management
- Education Funding
- Tax Planning
Specializations
Biography
Bill has a bachelor’s degree in finance from the University of St. Thomas and a masters degree in taxation from the University of Minnesota’s Carlson School of Management in Minneapolis, Minnesota. He is a Certified Financial Planner™ and a Certified Public Accountant (CPA) registered with the Minnesota Board of Accountancy. He is also a proud member of the National Association of Personal Financial Advisors (NAPFA), the XY Planning Network, the Minnesota Society of Certified Public...
Other Aliases
There are no additional aliases reported.
Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
Contact Information
Direct
(xxx) xxx-xxxx
Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
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.
Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
Credentials
Years of Experience
16 years in the financial services industry
Current & Past Employments
Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
Current Firm
TRAILHEAD PLANNERS, INC. | TRAILHEAD PLANNERS, LLC
Contact Information
Main Address
5151 Edina Industrial Blvd. Suite 200, Edina, MN 55439Mailing Address
Po Box 14008, Portland, OR 97293Phone Number
(503) 773-9682# of Employees
4SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
594AUM (Assets Under Management)
$188,418,848Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
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.
Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
Primary Firm SEC Registration
TRAILHEAD PLANNERS, INC. | TRAILHEAD PLANNERS, LLC
State Registrations and Notice Filings
(6/10/2022)
(1/18/2020)
(1/18/2020)
(6/2/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Sep 2010About the Series 87 examSimilar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
CRS (Client Relationship Summary) - RIA
Click below to view William Patrick Mulvahill's CRS (Customer Relationship Summary).
Services Offered by William
- Financial Planning
- Business Services
- Retirement Planning
- Investment Management
- Education Funding
- Tax Planning
Similar Advisors
ELEMENT SQUARED PRIVATE WEALTH
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
