William LaVanne, CLU®, CFP®, AIF®

William LaVanne, CLU®, CFP®, AIF®

Certified Financial Planner™

Phone: (847) 540-1569
Fax: (847) 395-6004
E-mail:
 

Bill LaVanne is a registered Representative with Cetera Advisor Networks, one of the largest independently managed securities firms in the country. He is also an Investment Advisor Representative for Cetera Advisor Networks, a Registered Investment Advisor. Through Cetera Advisor Networks these registrations allow him to provide clients with an array of financial planning, investments and brokerage services.

Since 1998 Bill has been delivering financial solutions to individuals and businesses. His background has allowed him to focus on wealth management, personalized planning and goal based solutions to help meet the needs of clients. Through continuous referrals from clients, accountants and attorneys he now manages over $175 Million in assets. During this time he has received several awards dedicated to his commitment to financial planning.

In 1982 he began his involvement in the investment and savings industry.  He has held various positions within the financial services industry including Vice President of Talbot Financial Services, a consultant and distributor of financial products. His career has helped him develop considerable knowledge in qualified plans, mutual funds, annuities, life insurance and equity-index solutions. Traveling nationally he has helped other professionals learn how to use many of these complex financial strategies to meet the needs of individuals and businesses.

Bill is a graduate of Purdue University where he received his BS from the Krannert School of Management with an emphasis in marketing and finance. Bill is also a Chartered Life Underwriter (CLU® ) and a Certified Financial Planner(TM) (CFP® ). 

Bill and his wife Laura have lived in Lake Zurich, IL since 1986 and have three sons. He is an active volunteer with the Boy Scouts of America. He is also President of a non-profit organization dedicated to youth development in the area of leadership, responsibility and personal confidence.