William J. Nedza, CFP^®

Principal

Ventoux Financial Advisors, LLC

165 North Canal Street, Suite 1530
Chicago, IL 60606

FINANCIAL ADVISOR'S WEBSITE

www.VentouxFA.com

855-VENTOUX, ext. 500

+1 More Number

(312) 907-3872

CONNECT WITH William

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

$150,000

Investable Asset Minimum

$1,000,000

My Links

www.VentouxFA.com

Brochures

Client Brochure

General

William Nedza is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ventoux Financial Advisors, LLC in Chicago, IL and the surrounding communities.

Financial Advisor Experience

Experienced financial professional with over 30 years in the industry. My main focus is comprehensive financial planning and investment advisory services for medical professionals and high net worth individuals and families. I assist clients in the areas of risk management, tax planning, estate planning, retirement planning, investment advisory and employee benefits. I have extensive knowledge in many areas of the industry including clearing firm and broker-dealer functions, securities trading, and I have dealt directly with the SEC, FINRA, and state securities regulators in regard to broker-dealer functions and general industry issues. Most importantly I maintain the highest level of integrity with my clients and all people and companies with whom I interact, and I act in a fiduciary capacity, always placing my clients' interests first and foremost. Contact me direct at: [email protected]

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 3, 4, 24, 53, 55, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance: IL,NC
Fixed annuities: IL,NC
Variable annuities: IL,NC

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Employee Benefits, Insurance, Job Loss, Retirement, Sudden Wealth, Nontraditional Households, Special Needs