William Eric Barczewski
Investment adviser representative at Assuredpartners Investment Advisors
13 yearsExperience
1 stateRegistered in
$3.9BFirm assets
6 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 feeOther
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
13 years in the industry.
- Private Client ServicesFeb 2025 to now
- Assuredpartners Investment AdvisorsJan 2025 to now
- LowesOct 2023 to Dec 2024
- Fsm WealthJun 2023 to Aug 2023
- LowesFeb 2023 to Apr 2023
- University of Southern IndianaAug 2021 to Dec 2024
- Nashville Community High SchoolAug 2017 to May 2021
- Nashville Middle SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (KY).
Assuredpartners Investment Advisors
Legal name: Assuredpartners Investment Advisors, LLC
$3.9BAssets managed
2,159Clients
30Advisers
6 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
- 7750420
- Firm CRD
- 309550