William Weikart profile image

William Weikart

Founder, Managing Director, Registered Investment Advisor. at Weikart Advisory Services LLC - A Registered Investment Advisor
William Weikart is a seasoned entrepreneur, investment advisor, and motivational speaker with 28 years of experience in management, public relations, and business planning, holding a Bachelor's Degree from Ohio Wesleyan University.
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
logo

Click here to reveal for Free

Location
Camas, Washington, United States, US
Languages
  • English Native or bilingual proficiency
  • German Limited working proficiency
  • Basic Computer Languages Limited working proficiency
  • Pascal Limited working proficiency
  • Spanish Limited working proficiency
Skills
  • Management
  • Public Relations
  • Public Speaking
  • Music
  • Investments
  • Show all

Bio

Generated by
Topline AI

Credentials

  • Master Scuba Diver
    PADI
    Jan, 2012
    - Apr, 2025
  • CPR-AED Certification
    American Red Cross
    Jan, 2011
    - Apr, 2025
  • Rescue Diver
    PADI
    Jan, 2011
    - Apr, 2025
  • REGISTERED INVESTMENT ADVISOR: Licensed in Washington, Oregon, and exempt states. Series 7 General Securities (Not Active).
    FINRA
  • Series 65 Registered Investment Advisor
    FINRA

Experience

  • Weikart Advisory Services LLC - A Registered Investment Advisor
    • Camas, Washington
    • Founder, Managing Director, Registered Investment Advisor.
      • Feb 2010 - Present
      • Camas, Washington

      WeikartFnancial.com Private Personal/Business Asset Management and Planning from your Registered Investment Advisor: Asset Management and Business/Financial Strategic Planning and Design offered separately.Retirement Planning, Estate Analysis, Business Analysis, Charitable Planning Analysis, Pension, Executive Benefits, Business Continuity Planning, Modern Portfolio Theory, Life/Health/Business/Trust Insurance, etc.http://www.linkedin.com/company/weikart-advisory-services-llc?trk=company_name© 2009-2015 Weikart Advisory Services LLC is a Registered Investment Advisor Licensed in the states of Washington, Oregon, and exempt states. The Advisor may not transact business in states where it is not appropriately registered, or excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption in your state. WeikartFinancial.com is a subsidiary of and controlled by Weikart Advisory Services LLC.

  • WilliamWeikart.com
    • Greater Seattle Area
    • Speaker/Founder/Fund Raising*
      • Sep 1995 - Present
      • Greater Seattle Area

      William Weikart the motivational and strategic planning speaker has spoken to thousands of people in the northwest for recognizable not for profit organizations in the northwest. His goals are to provide motivational and organizational direction for life planning and philanthropic ideas with strategies for potentiality of your successful future for you, your family, and your business.+ Speaker & organizer for many of the most recognized not for profit organizations in the northwest.+ Your intent and values regarding your legacy, organizational goals, and family goals for your community.+ Effective & efficient resources and feasibility for making informed decisions. + Quality of service and purpose to inspire action and fruition of purpose.*No Financial, Legal, Tax Advice or Services will be offered or provided for motivational speaking events.

  • Obscured By Clouds
    • Greater Seattle Area
    • Founder, Producer, Writer, Lyricist, Guitarist, Vocalist, Recording/Mixing, Booking, PR, Mgr.
      • Jul 1995 - Present
      • Greater Seattle Area

      Duties: Everything. But with grayed out icons that show no colors welcome to the machine. It's not like I can't upload a photo, It's like LinkedIn won't let me upload a photo! Lies win. We deserve the abuse because ignorance is bliss! Iconography not allowed! I prefer assimilation. Red pills are delicious! I don't deserve a logo that will show me!

  • Psycheclectic Records
    • Greater Seattle Area
    • Founder, Producer, Music Publisher, Agent, A&R, PR, Booking, or Management.
      • Jan 2000 - Present
      • Greater Seattle Area

      Founder of Psycheclectic Records: an independent record label. Supporting and funding independent music since 2001. Writer, Publisher, and Producer/Guitar/Vocals of Obscured By Clouds reviewed in Classic Rock Magazine in London. Label album reviews, support, and air play in: WNYC-NY, KCRW-LA, X-FM-London, KUFO, KNRK, KISW-Seattle, KEXP, WFMU-NJ, The New Yorker, Creem Magazine, Classic Rock Magazine-London, Magnet, Alternative Press, The Seattle Examiner, All Music Guide, Progression Mag, The Portland Tribune. Musicians who worked with the artists and the label: Paul McCartney (Beatles), Chris Isaak, John Taylor (Duran-Duran & Powerstation), Phil Baker (Pink Martini), and more great people and supporters.Distributors for Psycheclectic Records Past/Present:1. Red Eye2. IODA3. The Orchard4. CD Baby

  • ING Financial Partners, Inc.
    • Washignton
    • Director of Fee-Based Planning (WestStar)
      • Sep 2004 - Nov 2009
      • Washignton

      Director of Fee-Based Planning (WestStar)

  • MML Investor Services LLC
    • Portland, Oregon
    • Agency Director of Financial Planning
      • Feb 2001 - Sep 2004
      • Portland, Oregon

      Local Branch of MML Investor Services LLC - MassMutual. A Registered Investment Advisor.

  • GlaxoSmithKline
    • Ashland, OR
    • Pharmaceutical Sales
      • Jan 1900 - Feb 1902
      • Ashland, OR

      Field Representative for Pharmaceutical Sales. Ranked 15th in the nation and 5th in the western region in sales.

  • Drexel Burnham Lambert
    • Broker Training & Cold Calling
      • Jan 1900 - Feb 1900

      Cold Caller - Street of Hard Knocks

Education

  • Ohio Wesleyan University
    Bachelor’s Degree, Pre-Law

Community

You need to have a working account to view this content. Click here to join now
No lineup added yet

Similar Profiles