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Bill Sukup

Senior Vice President, Financial Advisor, CFP®, CPA (inactive)
Series 7 & 66 Securities Registrations*, Insurance License

 

Bill has the knowledge and experience to help his clients make smart financial decisions and has been in the financial business since 1997. He takes an educational approach to financial planning, continually breaking down complex issues to make them easier to understand. He strives to know his clients well, understand their needs and design and implement specific solutions for each one. Bill graduated magna cum laude from the University of Northern Iowa with a bachelor’s degree in Finance. He is a CERTIFIED FINANCIAL PLANNER®. He resides in Woodbury, where he enjoys spending time with his wife and three children.

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*Registrations are held with LPL financial. Securities offered through LPL Financial, member FINRA/SIPC. Advisory services offered through Wealth Enhancement Advisory Services, a Registered Investment Advisor. Tax and mortgage services provided are not affiliated with LPL Financial.

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