William Otto Email & Phone Number
Financial Advisor @ IAG Wealth Partners
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William Otto Location
- Waukesha, WI, US
William Otto Work
- 2001 -now Financial Advisor @
- 1989 -1999 Division Manager, Private Banking @
- 1978 -1988 Vice President @
William Otto Education
- The University of Chicago - Booth School of Business
CEPA, Certified Exit Planning Advisor (Business Succession Planning)
2010-2011 - College for Financial Planning
(Investments, Insurance, Taxes, Trusts, Retirement Income Planning)
1995-1997 - University of Wisconsin-Milwaukee
Executive MBA (Finance, Strategic Management)
1985-1987 - Ripon College
BA (Double Major: Economics & Political Science)
1974-1978 - Green Bay West High 1971-1974
William Otto Skills
- Wealth Management
- Investments
- Retirement Planning
- Strategic Financial Planning
- Financial Services
- Estate Planning
- Portfolio Management
- Finance
- Financial Advisory
- Securities
- Small Business
- Banking
- Credit
- Financial Planning
- Long-term Care
- Financial Planners
- Mergers & Acquisitions
- Mutual Funds
- Commercial Banking
- Investment Advisory
William Otto Summary
- William Otto, based in Waukesha, WI, US, is currently a Financial Advisor at IAG Wealth Partners. William Otto brings experience from previous roles at JP Morgan Chase and US Bank (f/k/a First Wisconsin). William Otto holds a 2010 - 2011 CEPA, Certified Exit Planning Advisor in Business Succession Planning @ The University of Chicago - Booth School of Business. With a robust skill set that includes Wealth Management, Investments, Retirement Planning, Strategic Financial Planning, Financial Services and more. William Otto has 2 emails on RocketReach.
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Top IAG Wealth Partners Employees
Cheryl Tesch
Insurance Specialist
Waukesha, WI, US
George Lobaton
Financial Operations
Milwaukee, WI, US
Lori Watt
President
Waukesha, WI, US
Michael Kellen
Assistant to the Chief Investment Officer
Milwaukee, WI, US
Matthew Totsky
Wealth Platform Manager
Germantown, WI, US
Rusty Peterson
Partner, Wealth Consultant
Waukesha, WI, US
Mandi Hawk
Assistant Manager of Operations
Waukesha, WI, US
Anne Sapienza
Partner
Waukesha, WI, US
Jennifer von Ruden
Chief Compliance Officer
Waukesha, WI, US
Jacob Martin
Marketing Specialist
Milwaukee, WI, US
William Otto
Financial Advisor
Waukesha, WI, US
Thomas Peterson
Financial Advisor and Partner
Milwaukee, WI, US
Mike Kutz
Financial Advisor
Janesville, WI, US
Jenny Schmeichel
Executive Director
Milwaukee, WI, US
Jonathan Ewart
LPL Registered Financial Operations Associate
Pewaukee, WI, US
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