Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Brookfield, WI area, William R Sommers will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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William R Sommers - Financial Advisor, Ameriprise Financial Services, LLC
Frequently Asked Questions About William R Sommers - Financial Advisor, Ameriprise Financial Services, LLC
What are the main financial services offered by William R Sommers?
William R Sommers offers Retirement Income Strategies, Insurance, and Tax Planning Strategies among other financial services.
Where is William R Sommers - Financial Advisor located?
He is located at 13890 Bishops Dr, Ste 200, Brookfield, WI 53005, USA.
What are the office hours for William R Sommers?
The office is open Monday to Thursday from 8:00 AM to 5:00 PM and on Friday from 8:00 AM to 3:00 PM. It is closed on Saturdays and Sundays.
How can I contact William R Sommers for an appointment?
You can contact William R Sommers by phone at +1 262-432-0367 or via email at william.r.sommers@ampf.com. You can also schedule appointments online through his Ameriprise contact page.
Does William R Sommers provide online appointments?
Yes, he offers online appointments as well as onsite services at his office.
Which professional associations is William R Sommers affiliated with?
He is affiliated with the Certified Financial Planner (CFP) association.
Can you tell me about nearby financial advisors I might also consider in Brookfield, WI?
Nearby financial advisors include Michael J Halvey Jr, George Audley, Thomas James Wagner, Davin Kuokkanen, and Ken Lobins, all affiliated with Ameriprise Financial Services or similar.
Are there any nearby services that might be useful when visiting William R Sommers?
Yes, nearby services include Jb Investment Management for financial advising and M Group Holdings for property management, which may complement your financial planning needs.
What are some nearby business amenities around Bishop Dr in Brookfield that clients might find useful?
Nearby amenities include commercial real estate services like Marcus & Millichap, marketing agencies such as Bader Rutter & Associates, and IT services like TEKsystems.
Where can I find more information about William R Sommers's professional record?
More information is available at FINRA's BrokerCheck website, which provides professional records and credentials.