William Daniel Theis

53 year

Finance

Utilities

Consumer Services

Profile

William Daniel Theis worked as a Principal at MorNorth Mortgage Corp.
and InterSecurities, Inc. He also worked as an Investment Advisor at Freedom Investors Corp.
He completed his undergraduate degree from Waukesha County Technical College in 2002.

Former positions of William Daniel Theis

Companies	Position	End
Freedom Investors Corp. Freedom Investors Corp. Investment ManagersFinance Freedom Investors Corp. is a wealth management firm headquartered in Brookfield, Wisconsin. The firm was founded in 1988 and is a subsidiary of Freedom Securities, Inc. Freedom Investors provides investment advice to individual and institutional clients.	Portfolio Manager-Equities	05/07/2017
InterSecurities, Inc. InterSecurities, Inc. Investment Banks/BrokersFinance Part of Aegon Ltd., InterSecurities, Inc. is a company that provides financial brokerage services. The company is based in St. Petersburg, FL. InterSecurities was acquired by Transamerica Financial Advisors, Inc. on March 12, 2009.	Corporate Officer/Principal	-
MorNorth Mortgage Corp.	Corporate Officer/Principal	-

See the detail of William Daniel Theis's experience

Training of William Daniel Theis

Waukesha County Technical College

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies