William Boscow
Advisor at Ausdal Financial Partners, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Ausdal Financial Partners, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Downers Grove, IL 60515
Credentials
ChFC®, Series 63, Series 66
Industry experience
24 years
William Boscow is a financial advisor at Ausdal Financial Partners, Inc. with 24 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at firms such as Purshe Kaplan Sterling Investments and Arete Wealth Management LLC. Outside of advisory work, he serves as a board member and leads the community service committee for the University of Notre Dame Alumni Club in Southbend, IN. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets through a network of about 152 advisors. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, utilizing both discretionary and non-discretionary strategies across a range of asset types and portfolio structures.
Based on Ausdal Financial Partners, Inc.
Based on Ausdal Financial Partners, Inc.
Financial Planning Services fees negotiated case-by-case; maximum prepaid amount $1,200.
$0+: Negotiable, maximum annual fee not to exceed 3% All - All: Retirement Plan Advisory Program maximum annual fee 3%, fees may be fixed percentage or tiered, disclosed prior to service
Brokerage commissions, asset-based sales charges, service fees such as 12b-1 Fees, insurance commissions on sales of insurance products and annuities, separate from advisory fees.
Financial Planning fees may include hourly rates negotiated on a case-by-case basis.
Fee-only: Negotiated asset-based advisory fees, maximum 3% annually, billed monthly or quarterly, can be flat or tiered; Financial Planning fees negotiated per client, cannot exceed $1,200 prepaid more than six months in advance.
3250 Lacey Road, Suite 130
Downers Grove, IL 60515
Illinois
Ausdal Financial Partners, INC
2026 - Present (1 year)
RESZI
2025 - Present (1 year)
Advintro
2025 - 2025 (1 year)
SELF-EMPLOYED
2025 - 2025 (1 year)
Purshe Kaplan Sterling Investments
2024 - 2025 (1 year)
Arete Wealth Management LLC
2022 - 2024 (2 years)
Asteria Wealth LLC
2022 - 2022 (1 year)
Wildermuth Securities, LLC
2022 - 2022 (1 year)
CL Wealth Management LLC
2018 - 2022 (4 years)
Cabot Lodge Securities LLC
2018 - 2022 (4 years)
Achaean Financial
2017 - 2018 (1 year)
SGL Financial, LLC
2017 - 2017 (1 year)
Wealth Financial Advisory Services, LLC
2017 - 2017 (1 year)
United Advisors
2016 - 2017 (1 year)
Pacer Advisors, Inc
2016 - 2016 (1 year)
Pacer Financial, Inc.
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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