Osaic Wealth
47yrs
Top advisor by experience in Naperville
41yrs
William Laheta
Full name on record: William Eugene Laheta
Financial advisor at Ameriprise Financial Services
Based in Naperville, Illinois, William Laheta is a fiduciary financial advisor with 41 years of industry experience. William joined Ameriprise Financial Services in 2015, after 12 years at Wells Fargo Advisors and five years at Prudential Equity Group. Ameriprise Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 550 advisors with offices in Naperville, and one of 511 fiduciaries.
At a glance
Experience41 years (since 1985)
How that compares ?Top 3% by experience in Naperville
Office535 E Diehl Rd Suite 270, Naperville, IL 60563
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$471,167
Advisors at the firm12,970
States licensed ?2 states
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational 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.
Career
- 2015 – nowAmeriprise Financial Services, LLCCurrent firm
- 2003 – 2015Wells Fargo Clearing Services, LLCPreviously
- 1998 – 2003Prudential Equity Group, LLCPreviously
Contact William
(612) 671-3131Firm headquarters in Minneapolis, MN. Ask for William. 535 E Diehl Rd Suite 270Naperville, IL 60563Office · Get directions LinkedIn pageAmeriprise Financial Services
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Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About William
How do I contact William?
Call Ameriprise Financial Services at (612) 671-3131 and ask for William Laheta. William works from the Naperville, IL office.
How long has William been a financial advisor?
William has been in the industry since 1985, about 41 years. Top 3% by experience in Naperville.
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?
Ameriprise Financial Services 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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