WF
William A. Frerking
GEORGIA ADVISORY GROUP LLC
Alpharetta, GA 30004
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CRD#: 6795832
WF
Professional summary
William Andrew Frerking II, who also goes by William Andrew Frerking, is a registered financial advisor currently at GEORGIA ADVISORY GROUP LLC located in Alpharetta, Georgia.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. William has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William Andrew Frerking
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.
LIVING FAITH LUTHERAN CHURCH POSITION: Head of the Board of the Stewardship NATURE: A church INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2022 ADDRESS: 1171 Atlanta Hwy, Cumming GA 30040, United States DESCRIPTION: In this role, I serve our congregation by helping our members be faithful stewards of their time, talents, & treasures. Throughout the year, we will encourage members to serve with the time by volunteering for various events & boards. We will also promote the various opportunities to give financially within the church to support various ministries & campaigns. We will host some events such as Stewardship Sundays, seminars to offer helpful info to our members, & meetings to broaden people's horizons around Biblical stewardship. WESLEYAN SCHOOL POSITION: QB Coach, JV Asst Basketball Coach NATURE: I am the Varsity QB Coach at Wesleyan School in the falland am the Asst. JV Boys Basketball Coach in the winter. I work there and am compensated with a salary from August-February INVESTMENT RELATED: No NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2016 ADDRESS: 5405 Spalding Drive, Peachtree Corners GA 30092, United States DESCRIPTION: I am the Quarterbacks coach for the Varsity football team at Wesleyan school. I also coaching JV Boys Basketball in the Winter and assist with the Varsity Basketball team as well. WAF ENTERPRISES LLC POSITION: Sole Member/Organizer NATURE: UPDATE 3/4/24: The below statement of the over-arching nature of the LLC formation is true. Over the past year, the sole source of the business income has been drop shipping products on Amazon including household appliances, books, etc. For the foreseeable future, this is all of the income that this business will continue to generate.There are no current businesses within the LLC, nor is there any current income being generated.This LLC is intended to be an all-encompassing entity for any side-business income generated from projects I choose to take on. Each side business will be submitted for approval in the future? This will not include any business income generated from my role as a financial advisor, nor will it include any services related to financial guidance or investment advice. The side businesses may include, not limited to: Quarterback coaching services, business consulting services, speaking engagements (not related to giving financial seminars, just about being a business owner, leadership, etc), any side business that I start (not related to financial or investment guidance) INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/25/2023 ADDRESS: 2175 American Industrial Way, Apt 531, Chamblee GA 30341, United States DESCRIPTION: There are not currently any duties or responsibilities of this role. I am the only LLC member
CRS (Client Relationship Summary) - RIA
Click below to view William Andrew Frerking II'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
May 5, 2025 - Present
GEORGIA ADVISORY GROUP LLC
Office #1: 2440 Old Milton Pkwy Suite 200, Alpharetta, GA 30004RIA
CRD#: 306815
Alpharetta, GA
Past
October 11, 2017 - April 29, 2025
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
JOHNS CREEK, GA
Past
September 18, 2017 - April 29, 2025
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
JOHNS CREEK, GA
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
Georgia(5/5/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GA
GEORGIA ADVISORY GROUP LLC
GEORGIA ADVISORY GROUP LLC
CRD#: 306815 / SEC#:
Georgia
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Contact information
Main Address
2440 Old Milton Pkwy Suite 200, Alpharetta, GA 30004
Mailing Address
Phone number
(770) 841-1713
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 250 |
| AUM (Assets Under Management) | $ 75,000,000 |
Red Flags
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