William J. Buhr, Cfa

William J. Buhr, Cfa Email and Phone Number

Regional Vice President @ Wealth Enhancement Group
Chicago, IL, US
William J. Buhr, Cfa's Location
Chicago, Illinois, United States, United States
William J. Buhr, Cfa's Contact Details

William J. Buhr, Cfa work email

William J. Buhr, Cfa personal email

About William J. Buhr, Cfa

I work with high-net-worth individuals, families, and institutions to help them define their goals and make better decisions about their investments. Clients include retirees, entrepreneurs, corporate executives, business owners (current and former), foundations, endowments, pension plans, and family offices.

William J. Buhr, Cfa's Current Company Details
Wealth Enhancement Group

Wealth Enhancement Group

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Regional Vice President
Chicago, IL, US
William J. Buhr, Cfa Work Experience Details
  • Wealth Enhancement Group
    Regional Vice President
    Wealth Enhancement Group
    Chicago, Il, Us
    View
  • Wealth Enhancement Group
    Regional Vice President
    Wealth Enhancement Group Nov 2020 - Present
    Wealth Enhancement Group is an independent financial planning and investment advisory firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial. For a list of states in which I am registered to do business, please visit http://www.wealthenhancement.com
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  • J.P. Morgan
    Vice President - Private Banker
    J.P. Morgan Aug 2018 - Oct 2020
    Greater Chicago Area
    View
  • Wells Fargo
    Vice President - Financial Advisor
    Wells Fargo Jan 2016 - Aug 2018
    Greater Chicago Area
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  • Credit Suisse
    Private Wealth Advisor
    Credit Suisse Apr 2013 - Jan 2016
    Chicago, Il
    View
  • Goldman Sachs
    Associate
    Goldman Sachs Aug 2011 - Apr 2013
    Chicago, Il
    View
  • Morningstar
    Healthcare Analyst And Ipo Strategist
    Morningstar Dec 2006 - Jul 2011
    Chicago, Il
    View
  • Deloitte
    Senior Consultant
    Deloitte Oct 2003 - Nov 2006
    Chicago, Il
    View
  • Bank One
    Credit Analyst
    Bank One Jun 2000 - Sep 2003
    Chicago, Il
    View

William J. Buhr, Cfa Skills

Investments Equities Valuation Capital Markets Fixed Income Mutual Funds Equity Research Alternative Investments Hedge Funds Investment Strategies Chartered Financial Analyst Bloomberg Equity Valuation Asset Allocation Securities Trading Options

William J. Buhr, Cfa Education Details

Frequently Asked Questions about William J. Buhr, Cfa

What company does William J. Buhr, Cfa work for?

William J. Buhr, Cfa works for Wealth Enhancement Group

What is William J. Buhr, Cfa's role at the current company?

William J. Buhr, Cfa's current role is Regional Vice President.

What is William J. Buhr, Cfa's email address?

William J. Buhr, Cfa's email address is w_****@****hoo.com

What schools did William J. Buhr, Cfa attend?

William J. Buhr, Cfa attended Indiana University Bloomington, Maastricht University.

What skills is William J. Buhr, Cfa known for?

William J. Buhr, Cfa has skills like Investments, Equities, Valuation, Capital Markets, Fixed Income, Mutual Funds, Equity Research, Alternative Investments, Hedge Funds, Investment Strategies, Chartered Financial Analyst, Bloomberg.

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