William R. Sommers,  CFP<sup>&reg;</sup> - Financial Advisor

William R. Sommers, CFP®

Financial Advisor

Ameriprise Financial Services, LLC

13890 Bishops Dr, Ste 200
Brookfield, WI 53005-6611
(877) 304-1949
(262) 797-8828 x235

General

William Sommers is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, LLC in Brookfield, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: WI,MN,IL
  • Health/disability insurance: WI,MN,IL
  • Fixed annuities: WI,MN,IL
  • Variable annuities: WI,MN,IL

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Investment Management, Estate Planning, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources