William Charles Turner

Current Employers

Employment History

• 03/2016 → 08/2018
  L.M. Kohn & Company
  Cincinnati, OH
• 08/2018 → 07/2019
  Concorde Investment Services, Llc
  Livonia, MI
• 08/2018 → 07/2019
  Concorde Asset Management, Llc
  Livonia, MI
• 07/2019 → 03/2020
  Ameriprise Financial Services Inc
  Troy, MI
• 03/2020 → 02/2025
  Ameriprise Financial Services, Llc
  Troy, MI
• 12/2020 → Present
  Old Snow Farm Management
  Beverly Hills, MI
• 02/2025 → Present
  Sentia Wealth
  Troy, MI
• 02/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2026 → Present
  Susan'S Emporium 1
  Troy, MI

Previous Registrations

• 2019-07-26 → 2025-02-28
  Ameriprise Financial Services, Llc
  Troy, MI
  Beverly Hills, MI
• 2018-08-31 → 2019-08-23
  Concorde Asset Management, Llc
  Troy, MI
  Ann Arbor, MI
• 2016-03-10 → 2018-08-31
  L.M. Kohn & Company
  Troy, MI
• 2015-06-25 → 2016-03-08
  Wells Fargo Clearing Services, Llc
  Troy, MI
• 2012-08-02 → 2015-06-24
  L.M. Kohn & Company
  Troy, MI
  Cincinnati, OH
• 2010-04-14 → 2012-07-19
  Leonard & Company
  Troy, MI

Other Businesses

1. NAME OF OTHER BUSINESS: OLD SNOW FARM MANAGEMENT INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: REAL ESTATE RENTAL PROPERTY START DATE: 12/2020 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: PROPERTY RENTAL OWNER; 2. NAME OF OTHER BUSINESS: MTF MANAGEMENT INCORPORATED INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PAYROLL START DATE: 2/2025 POSITION/TITLE/RELATIONSHIP: SALES MARKETING ACCOUNTING HR AND MANAGEMENT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: SALES MARKETING ACCOUNTING HR AND MANAGEMENT; 3. NAME OF OTHER BUSINESS: SENTIA WEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 2/2025 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: SUSAN'S EMPORIUM 1 INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 07/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: HELP WITH DAY TO DAY OPERATION

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-01
• S63 Uniform Securities Agent State Law Examination
  1984-09-10