Broker Check

Office One

2 Carlson Parkway North, Suite 320

Plymouth, MN 55447

Office Two

2480 Superior Dr. NW

Rochester, MN 55901
William  J. Sloan ChFC®, CLU®

William J. Sloan ChFC®, CLU®

Partner, Financial Advisor

Bill has been a financial advisor for 33 years in the Rochester, Minnesota community. He makes it a priority to consider each clients’ unique situation to provide personalized guidance around retirement planning, investment management and risk mitigation. When Bill is not advising his clients, you will find him on the golf course, relaxing at the cabin with his family, and musky fishing with friends. Bill and his wife Lynne also love traveling to new and interesting places across the world.

 Insurance Licenses: MN, CO, FL, TX, VA, WI

Licenses: SIE, S7, S6, S63

Securities Licenses: CA, CO, FL, IL, IA, MN, OH, TX, VA, WI