William E Bargholtz is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2022-05-18 | present | Yes |
| CUNA BROKERAGE SERVICES, INC. | 2021-11-16 | 2022-05-18 | — |
| ONEAMERICA SECURITIES, INC. | 2018-09-19 | 2021-11-15 | — |
| THRIVENT INVESTMENT MANAGEMENT INC. | 2014-04-24 | 2018-04-09 | — |
| CUNA BROKERAGE SERVICES, INC. | 2003-04-21 | 2014-04-23 | — |