WV
William Van keulen
from Transform Wealth, LLC
William Van keulen is a financial advisor based in Colorado, Greenwood Village,
with 22 years of experience. William currently works for
Transform Wealth, LLC.
William maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
William Van keulen works at Transform Wealth, LLC
Transform Wealth, LLC is a financial advisory firm based in Greenwood Village, Colorado. It currently has approximately $2,201,893,915 of assets under management and employs about 26 people. Transform Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, performance-based fees and assets on 3rd party platforms. see 5.d..
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
12 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees, performance-based fees and assets on 3rd party platforms. see 5.d.
Office location
6400 S. Fiddlers Green Circle, Suite 1600, Greenwood Village, Colorado, 80111
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting