UTES WEALTH STRATEGIES

UTES, WILLIAM EDWARD

CRD 300310

1824 WHITE LAKE DRIVE, ANTIOCH, IL, 60002, United States

Phone

847-219-4099

Fax

847-265-1846

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Commissions

Org form

Sole Proprietorship

Filing date

2021-11-18

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars

Official SEC filing: View on IAPD