William Ogden Kasten

Employer firm

William Blair CRD 1252

$64.3B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Selection of other advisers
EQUITY RESEARCH SERVICES

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

Current Employers

William Blair

150 North Riverside Plaza, Chicago, IL 60606 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2006-09-20

IL RA
APPROVED

Since 2006-09-20

Branch Locations

150 North Riverside Plaza, Chicago, IL 60606 • United States

The William Blair Building 150 North Riverside, Chicago, IL 60606-1594 • UNITED STATES

The William Blair Building 150 North Riverside, Chicago, IL 60606 • United States

Lake Forest, IL • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
William Blair & Company L.L.C.	Chicago	IL	01/1997	Present

01/1997 → Present

William Blair & Company L.L.C.

Chicago, IL

Other Businesses

NETSAK STORAGE; BOAT STORAGE; PRINCIPAL; 3 HRS/YEAR; WEST BEND, WI; STARTED IN 2007; NO COMPENSATION

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-06-18
S63	Uniform Securities Agent State Law Examination	1983-11-03

S65 Uniform Investment Adviser Law Examination

1998-06-18
S63 Uniform Securities Agent State Law Examination

1983-11-03

View on SEC IAPD