Bil Scherrer

CONNECT

Address:

241 E Jefferson St ,
Burlington, WI 53105

Phone:

262-763-2680

Fax/Other:

262-763-6985

Bil Scherrer

WILLIAM H SCHERRER

 

OBJECTIVE

          To provide my clients both present and future, with excellent products and service for their particular investment needs.  To ensure my clients are handled with care and attention that only a serviced-focused business can provide.

 

EDUCATION

          Series 6 / 63 licensed in November 1989.  I also hold licenses in life, health, and property / casualty.  Actively participated in numerous workshops, seminars, and continuing education in the areas of retirement programs, estate planning, and business insurance.  I implemented and personally service over twenty-five qualified retirement plans that included over 750 participants.

 

          Designation of LUTCF (Life Underwriting Training Council Fellow) in 1993 through NALU (National Association Life Underwriters).

 

EXPERIENCE

         

          October 2008 – Present – Registered Representative of Ausdal Financial Partners, Inc.  I continue to work in the retirement field with businesses and individuals, as well as estate planning.

 

April 2002 to October 2008 -- Registered Representative for Tower Square Securities, Inc.  Able to provide a multitude of investment products for college, retirement, estate planning, and personal savings.  Specializing on businesses and their retirement planning objectives.

 

1996- 2002Registered Representative for LifeMark Securities Corp.   Focused particularly on implementing and servicing retirement plan for businesses.

 

          1989-1996 -- District Agent for The Prudential Insurance Company of America Serviced over 500 clients in all facets of their insurance and investment needs.

 

          1977-1989 -- Journeyman Carpenter for Scherrer Construction Co., Inc.  Worked as apprentice, journeyman, assistant supervisor and supervisor on many construction projects.  Coordinated work with sub-contractors and suppliers to complete job scheduled as planned.

 

STRENGTHS

          Communications - I communicate well when speaking and writing.  Strong ability to act as a liaison between different personality types.  I can comfortably communicate with clients and peers.

 

          Leadership - Able to motivate a project team and provide a wide range interpersonal skills to encourage and instruct others.

 

          Responsibility -   Accustomed well to being in positions of responsibility; self-motivated and willing to set goals and work to achieve them.  I never assume “the other person” is responsible.

 

          Organization -   I use time and resources effectively; consider efficiency, planning, and acceptability very important.

 

          Service -  The Golden Rule is “treat others the way you would like to be treated.”  I follow the Platinum Rule -- “treat others the way they want to be treated.”

 

ACTIVITIES

          Past-President, Burlington Area Chamber of Commerce - 1996

          Chairman - Community Development Authority – Burlington – since 1998

          Chairman - Burlington ChocolateFest -   1999-2018 (20 years)

          Chairman – Pastoral Finance Committee – St. Charles Borromeo Parish – Burlington

 

Member – Burlington Area Chamber of Commerce

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Check the background of this financial professional on FINRA's BrokerCheck