# WILLIAM ROBERT POSCH

WILLIAM ROBERT POSCH is an investment adviser representative (IAR) with state registration records since 2003, appearing at 8 firms. Currently registered with CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC.

## Registration history (8)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC](https://search.stillhousedata.com/firm/126777) | 2015-01-09 | present | Yes |
| [CETERA WEALTH SERVICES, LLC](https://search.stillhousedata.com/firm/13572) | 2015-01-02 | 2021-12-31 | — |
| [BPM ADVISORS, INC.](https://search.stillhousedata.com/firm/164441) | 2012-09-11 | 2014-05-30 | — |
| [WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC.](https://search.stillhousedata.com/firm/35419) | 2010-06-17 | 2012-08-06 | — |
| [NOLLENBERGER CAPITAL PARTNERS INC.](https://search.stillhousedata.com/firm/119248) | 2008-07-25 | 2010-05-04 | — |
| [STANCORP INVESTMENT ADVISERS, INC.](https://search.stillhousedata.com/firm/110228) | 2007-01-01 | 2008-07-07 | — |
| [INVESMART ADVISORS INC](https://search.stillhousedata.com/firm/108731) | 2005-09-07 | 2007-01-01 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2003-04-23 | 2005-04-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4427205)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4427205.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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