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William R. Holtz

Woodbury Financial Services, Inc.

Financial Planner in Oshkosh, WI

Address:
1349 Congress Ave
Oshkosh, WI 54901
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About William R. Holtz

William Holtz is a financial professional at Woodbury Financial Services, Inc. located in Oshkosh, Wisconsin. William Holtz holds an industry securities registration subject to FINRA oversight having passed securities examinations including S52, S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

William Holtz provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

William Holtz
1349 Congress Ave
Oshkosh, WI 54901

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Website:

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