William Richard Henzey

Employer firm

Financial Guidance Investment Advisers, Inc. CRD 120856

$52.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1994 → Present
  Financial Guidance Tax Advisers Llc
  Olmsted Falls, OH
• 03/2005 → Present
  Olmsted Developent Group, Llc
  Olmsted Falls, OH
• 11/1999 → Present
  Financial Guidance Investment Advisers, Inc.
  Olmsted Falls, OH
• 08/2015 → Present
  Financial Guidance Insurance Advisers Llc
  Olmsted Falls, OH

Previous Registrations

• 2009-02-06 → 2009-09-22
  Spc
  Berea, OH

Other Businesses

Financial Guidance Insurance Advisers LLC; INVESTMENT RELATED; OLMSTED FALLS, OHIO; INSURANCE PRODUCTS SALES AND SERVICES; Member/INSURANCE AGENT; August 2015. FINANCIAL GUIDANCE TAX ADVISERS; NON-INVESTMENT RELATED; OLMSTED FALLS, OHIO; ACCOUNTING SERVICES; OWNER/ACCOUNTANT; NOVEMBER 1994

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-21
• S63 Uniform Securities Agent State Law Examination
  1990-04-30

Designations

• Certified Financial Planner

Other Names

• Bill Henzey