William Gerard Morse

Current Employers

Employment History

• 08/2010 → 03/2018
  B. C. Ziegler And Company
  Mequon, WI
• 03/2018 → Present
  Stifel, Nicolaus & Company, Incorporated
  Mequon, WI

Previous Registrations

• 1997-07-01 → 2018-03-16
  B. C. Ziegler And Company
  Chicago, IL
  Chicago, IL
  Mequon, WI

Other Businesses

1. Trinity Episcopal Church; 1717 Church Street, Wauwatosa, WI 53213; Church; Member of the outreach committee. Member of Sunday morning volunteers; Sunday volunteer could be chalice bearer, reader, prayers of the people or usher. Ushers collect donations and turn them in to the Church; 01/26/2024; 1 Hours per Week; Not during securities trading hours; Not Investment-Related 2. Trinity Episcopal Church; 1717 Church St Wauwatosa WI 53213; It's an Episcopal Church; Member of the Vestry; Governing board of the Church; 01/27/2025; 4 hrs/month; Not during securities trading hours; Not Investment-Related 3. Trinity Episcopal Church Foundation; 1717 Church St Wauwatosa, WI 53213; It is an endowment for the long term support of Trinity Episcopal Church; Board member; The board collectively generally over see the foundation business: BMO's management, disbursements to the Church and any other business that would come forward; 08/03/2026; 1hr/qtr; Not during securities trading hours; Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-03-10
• S63 Uniform Securities Agent State Law Examination
  1986-10-07

Designations