Broker Check

Office One

2 Carlson Parkway North, Suite 320

Plymouth, MN 55447

Office Two

1544 Greenview Dr. SW, Suite 100

Rochester, MN 55902
William  J. Sloan ChFC®, CLU®

William J. Sloan ChFC®, CLU®

Financial Advisor

Bill has been a financial advisor servicing the Rochester community for over 30 years providing his clients personalized guidance around retirement planning, investment management, and risk mitigation strategies to address each client’s unique situation. 
When Bill is not advising clients, you can find him on the golf course, up at his cabin with his family, musky fishing with friends or traveling with his wife Lynne to interesting places across the world. 
Bill holds his CHFU and CLU designations and is licensed in multiple states:

Insurance Licenses: MN, VA, WI

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

Licenses: S63, S6, S7, S24, SIE