William R. Holtz
Woodbury Financial Services, Inc.
Financial Planner in Oshkosh, WI
Address:1349 Congress Ave
Oshkosh, WI 54901
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:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
William Holtz1349 Congress Ave
Oshkosh, WI 54901
Phone Number:
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Website:
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