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General Counsel & Investment Advisor Representative & CCO · Polaris Financial Partners, LLC

William B. Harrigan

CRD 7655589 · Named on Form ADV at one SEC-registered adviser

At a glance

Polaris Financial Partners, LLC, an SEC-registered wealth manager based in Westerville, OH with $226 million in regulatory assets, lists William B. Harrigan on its Form ADV as General Counsel & Investment Advisor Representative & CCO.

Firms and roles

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William’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.