LPL Financial
40yrs
Top advisor by experience in Forest City
7yrs
Based in Forest City, Iowa, William Zerillo is a fiduciary financial advisor with 7 years of industry experience. William has been with Oasis Advisors since 2025; before that, William spent three years at Terra Wealth and a year at Primerica Advisors. Oasis Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 22 advisors with offices in Forest City, and one of 22 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office136 S 4th Street, Forest City, IA 50436
FirmOasis Advisors
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$54,071
Advisors at the firm22
States licensed ?1 state
Services through Oasis Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managers
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
- May 2025 – nowOasis AdvisorsCurrent firm
- 2022 – 2025Terra WealthPreviously
- Sep 2021 – Sep 2022PFS Investments Inc.Previously
Contact William
(641) 251-6001Oasis Advisors main office 136 S 4th StreetForest City, IA 50436Office · Get directions Facebook pageOasis Advisors
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Questions to ask William
Tailored to William’s registration and firm.
- 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 Oasis Advisors at (641) 251-6001 and ask for William Zerillo. William works from the Forest City, IA office.
How long has William been a financial advisor?
William has been in the industry since 2019, about 7 years. 7 years in the industry.
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?
Oasis Advisors reports being paid by a percentage of the assets they manage, 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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