Stifel, Nicolaus &
42yrs
Top advisor by experience in Greeley
23yrs
William Daniel Bolander
Financial advisor at LPL Financial
At a glance
Experience23 years (since 2003)
How that compares ?Top 18% by experience in Greeley
OfficeGreeley, CO
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- Apr 2025 – nowLPL Financial LLCCurrent firm
- 2007 – 2025L.m. Kohn & CompanyPreviously
Questions to ask William
Tailored to William’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About William
How do I contact William?
Call LPL Financial at 704-733-3300 and ask for William Daniel Bolander. William works from the Greeley, CO office.
How long has William been a financial advisor?
William has been in the industry since 2003, about 23 years. Top 18% by experience in Greeley.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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