William Robert Posch

Current Employers

Employment History

• 01/2015 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 01/2015 → 01/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2014 → Present
  Creative Planning Institutional Advisors, Llc
  Woodside, CA

Previous Registrations

• 2015-01-02 → 2021-12-31
  Cetera Wealth Services, Llc
  Redwood City, CA
  Newport Beach, CA
  Redwood City, CA
• 2012-09-11 → 2014-05-30
  Bpm Advisors, Inc.
  Palo Alto, CA
• 2010-06-17 → 2012-08-06
  Wells Fargo Insurance Services Investment Advisors, Inc.
  San Francisco, CA
• 2008-07-25 → 2010-05-04
  Nollenberger Capital Partners Inc.
  San Francisco, CA
• 2007-01-01 → 2008-07-07
  Stancorp Investment Advisers, Inc.
  San Jose, CA
• 2005-09-07 → 2007-01-01
  Invesmart Advisors Inc
  San Jose, CA
• 2003-04-23 → 2005-04-04
  Wells Fargo Investments, Llc
  San Francisco, CA

Other Businesses

1) NAME OF OTHER RIA BUSINESS: SAGEVIEW ADVISORY GROUP, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY BUSINESS POSITION/TITLE/RELATIONSHIP: ADVISORY REPRESENTATIVE START DATE: 07/2014 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ACCOUNT EXECUTIVE - PROVIDE ADVISORY SERVICES ; 2) NAME OF OTHER BUSINESS: REVOCABLE TRUST INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: TRUST ; START DATE: 03/2019 ; POSITION/TITLE/RELATIONSHIP: TRUSTEE / EXECUTOR APX NUMBER OF HOURS PER WEEK: 4 ; APX NUMBER OF HOURS DURING TRADING HOURS: 4 ; BRIEF DESCRIPTION OF DUTIES: TASKS DEFINED BY LAST WILL AND TESTAMENT ;

Exams

• S66 Uniform Combined State Law Examination
  2001-08-31