William J. Altman

THE PREMIER ADVISORY GROUP

Omaha, NE 68164

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CRD#: 6396968

Professional summary

William Joseph Altman, who also goes by Bill Altman, is a registered financial advisor currently at THE PREMIER ADVISORY GROUP, LLC located in Omaha, Nebraska.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. William has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Altman

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.

1) THE PREMIER GROUP, LLC; INVESTMENT RELATED; 11605 MIRACLE HILLS DRIVE, SUITE 205, OMAHA, NE 68154; INSURANCE AGENCY; OWNER/AGENT; STARTED 01/2013; 100 HOURS PER MONTH; 40 HOURS DURING TRADING HOURS; INSURANCE SALES AND SERVICES. 2)TPG PROPERTIES, LLC; NOT INVESTMENT RELATED; 11605 MIRACLE HILLS DRIVE, SUITE 205, OMAHA, NE 68154; RENTAL PROPERTY; MANAGING MEMBER; STARTED 03/2018; 20 HOURS PER MONTH; 0 HOURS DURING TRADIING HOURS; MANAGE RENTAL PROPERTY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Altman'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

October 30, 2014 - Present

THE PREMIER ADVISORY GROUP, LLC

Office #1: 11910 Stonegate Drive \, Omaha, NE 68164

RIA

CRD#: 173071

Omaha, NE

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

Iowa
(4/4/2018)

IAR

Nebraska
(10/30/2014)

IAR

New Mexico
(10/5/2017)

IAR

Texas
(2/1/2016)

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: 8/26/2014

Uniform Investment Adviser Law Examination

Current Firm

THE PREMIER ADVISORY GROUP, LLC

ALTMAN WEALTH MANAGEMENT LLC | THE PREMIER ADVISORY GROUP, LLC | PREMIER WEALTH MANAGEMENT, LLC

CRD#: 173071 / SEC#:

Iowa

Registered Investment Advisory firm - (4/4/2018 Approved)

Nebraska

Registered Investment Advisory firm - (10/30/2014 Approved)

New Mexico

Registered Investment Advisory firm - (9/28/2017 Approved)

Texas

Registered Investment Advisory firm - (1/29/2016 Conditional Restricted)

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Contact information

Main Address

11910 Stonegate Drive \, Omaha, NE 68164

Mailing Address

Phone number

(402) 557-6730

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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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William J. Altman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Joseph Altman's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE PREMIER ADVISORY GROUP, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/26/2014

Current Firm

THE PREMIER ADVISORY GROUP, LLC

Contact information

Documents

Red Flags

Company Information

THE PREMIER ADVISORY GROUP, LLC

TRUST BUT VERIFY

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