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William Emil Fredrickson

Investment adviser representative at Nwf Advisory Services Inc
19 yearsExperience
1 stateRegistered in
$6.4BFirm assets
28 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

19 years in the industry.

  1. Nwf Advisory Services IncFeb 2017 to now
  2. Osaic Wealth, Inc.May 2007 to now
  3. Whjr AssociatesMay 2007 to Mar 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 65 · Uniform Investment Adviser Law1996

State registrations

Registered as an investment adviser representative in 1 state (CA).

Nwf Advisory Services Inc

$6.4BAssets managed
11,433Clients
107Advisers
28 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
2748994
Firm CRD
110410
Advisor's SEC record (opens in a new tab)
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