William Mack
Investment adviser representative at Cnd Financial
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$199.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Cnd FinancialSep 2012 to now
- Executive Financial Services, Inc. dba "cnd Financial"Jan 2008 to now
- William Mack & Associates, Inc.Apr 1992 to now
- Mutual Fund Management CompanyOct 2016 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Cnd Financial
Legal name: Executive Financial Services Inc
$199.5MAssets managed
189Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1434254
- Firm CRD
- 110180