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Bill Grady

Owner and Principal Consultant at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">WFG3 Consulting LLC</span>
Intro Book
Bill Grady, a seasoned financial expert with 39 years of experience, holds a Bachelor's degree in Business Administration from Marquette University, and is a skilled investment professional with expertise in wealth management and leadership.
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Location
Thiensville, Wisconsin, United States...
Skills
  • Investments
  • Financial Planning
  • Retirement Planning
  • Wealth Management
  • Financial Services
  • Show all
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Bio

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Bill Grady is a seasoned financial expert with extensive experience in investments, financial planning, and wealth management. He holds a Bachelor's degree in Business Administration from Marquette University, acquired in 1970. As a seasoned professional, Bill has held various leadership positions, including Regional Director at Northwestern Mutual from 2003 to 2009, and Owner and Principal Consultant at WFG3 Consulting LLC since his retirement in 2009. He has also provided financial and planning coaching to a select group of Northwestern Mutual Managing Partners. Bill's skills and expertise span multiple areas, including investments, financial planning, leadership, management, and portfolio management. He is proficient in multiple languages, including English, and has a strong educational background in accounting and finance.

Credentials

  • CLU
    -
  • CPA
    -
  • FLMI
    -

Experience

  • WFG3 Consulting LLC
    • Mequon Wisconsin
    • Owner and Principal Consultant
      • Jun 2009 - Present
      • Mequon Wisconsin

      Bill provides financial and planning coaching to a select group of Northwestern Mutual Managing Partners. He has been providing this service since his retirement from the Home Office in mid-2009.

  • Northwestern Mutual
    • Milwaukee Wisconsin
    • Regional Director
      • Oct 1969 - May 2009
      • Milwaukee Wisconsin

      Bill was a Regional Director at Northwestern Mutual from 2003 until his retirement in mid-2009. In that capacity, he was responsible for coaching new Managing Partners through their new appointment process, and then provided ongoing financial support and guidance for their first three years unde...

Education

  • 1966 - 1970
    Marquette University
  • 1990 NML Career School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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