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William James Alt

Mws Capital Consultants LLC

Chicago, IL

CRD 7248877

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Employer firm

Mws Capital Consultants LLC CRD 125061

$194M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Mws Capital Consultants Llc

750 North State Street 7Th Floor, Chicago, IL 60654 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2020-10-27
TX RA APPROVED 2020-10-27
  • IL RA
    APPROVED
    Since 2020-10-27
  • TX RA
    APPROVED
    Since 2020-10-27

Branch Locations

750 North State Street 7Th Floor, Chicago, IL 60654 • 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
Uw-Madison Madison WI 06/2019 09/2019
Camp Randall Rowing Club Madison WI 06/2018 08/2018
Mws Capital Consultants Llc Chicago IL 04/2020 Present
Public Schools Whitefish Bay WI 06/2001 Present
  • 06/2019 → 09/2019
    Uw-Madison
    Madison, WI
  • 06/2018 → 08/2018
    Camp Randall Rowing Club
    Madison, WI
  • 04/2020 → Present
    Mws Capital Consultants Llc
    Chicago, IL
  • 06/2001 → Present
    Public Schools
    Whitefish Bay, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-27
  • S65 Uniform Investment Adviser Law Examination
    2020-10-27

View on SEC IAPD

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Nearby Investors

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Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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