Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
39yrs
William Wickham
Financial advisor at Wells Fargo Advisors
William Wickham is a fiduciary financial advisor in Scottsdale, Arizona, with 39 years in the industry. After 21 years at Merrill, William joined Wells Fargo Advisors in 2023, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.
At a glance
Experience39 years (since 1987)
How that compares ?Top 4% by experience in Arizona
OfficeScottsdale, AZ
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther 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
- 2023 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2012 – 2023Wells Fargo Clearing Services, LLCPreviously
- 1991 – 2012MerrillPreviously
Contact William
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for William. Scottsdale, AZOffice · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About William
How do I contact William?
Call Wells Fargo Advisors at (314) 875-3000 and ask for William Wickham. William works from the Scottsdale, AZ office.
How long has William been a financial advisor?
William has been in the industry since 1987, about 39 years. Top 4% by experience in Arizona.
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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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