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William D Maegerlein

Edward Jones

Bedford, IN

Bradenton, FL

CRD 6419497

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-11
TX RA APPROVED_RES 2019-01-09
IN RA APPROVED 2017-01-26
  • FL RA
    APPROVED
    Since 2023-10-11
  • TX RA
    APPROVED_RES
    Since 2019-01-09
  • IN RA
    APPROVED
    Since 2017-01-26

Branch Locations

1516 H Street, Bedford, IN 47421 • United States

Bradenton, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 01/2017 Present
Strata Consulting Ellettsville IN 04/2015 Present
  • 01/2017 → Present
    St. Louis, MO
  • 04/2015 → Present
    Strata Consulting
    Ellettsville, IN
Previous Registrations
  • 2015-02-26 → 2015-03-17
    Ellettsville, IN
    St Louis, MO
Other Businesses

Thunder Hog BBQ Type of business: Hobby Bedford, IN Start date: 8/23/2024 Pitmaster Hours per week: 1 Hours during trading: 1 Cook, prep and turn in competition BBQ boxes at KCBS and MBN bbq contests

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-25
  • S66 Uniform Combined State Law Examination
    2015-02-25
Other Names
  • William Dean Maegerlein

View on SEC IAPD

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