William Mulvahill has been Managing Member, Chief Compliance Officer of Trailhead Planners since January 2020, is a control person of the firm and directly owns between 50% and 75% of it. William Mulvahill holds a B.B.A. in Finance from the University of St. Thomas and a Master of Business Taxation (MBT) from Carlson School of Management.
Trailhead Planners, LLC is an Edina, MN firm with $188M under management, 151 clients and 3 advisers across 2 offices, as of its July 2026 filing.
Bill Mulvahill is Partner & Lead Financial Planner of Trailhead Planners. He works with entrepreneurs, retirees and families on financial planning, investment management and tax planning. For many business owners, he also helps maximize the value of the business as part of the financial plan.
William Mulvahill’s longest registration is the current one, 6 years at Trailhead Planners since 2020. Before joining Trailhead Planners in 2020, William Mulvahill was registered through Essential Wealth and Ameriprise Financial Services, Inc.
- Trailhead Planners, LLCCurrent– present · 6 yearsEdina, MN · Adviser representative · Firm CRD 284610
- Essential Wealth– · under a yearMinneapolis, MN · Adviser representative · Firm CRD 299913
- Ameriprise Financial Services, Inc.– · 2 yearsMinneapolis, MN · Adviser representative · Firm CRD 6363
Professional designations
Listed by Trailhead Planners
- Certified Public Accountant (CPA)
- Certified Financial Planner™
- Certified Exit Planning Advisor (CEPA)
Investment adviser representative registrations
William Mulvahill is registered as an investment adviser representative in 4 states, as a resident of Texas. The first approvals date from January 2020; the most recent is California, in June 2022.
- CaliforniaSince 10 June 2022
- MinnesotaSince 18 January 2020
- OregonSince 18 January 2020
- TexasResidentSince 2 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 31 October 2016 |
| Series 7 | General Securities Representative Examination | 5 October 2016 |
| Series 86 | Research Analyst Exam - Part I Analysis Module | 21 September 2010 |
| Series 87 | Research Analyst Exam - Part II Regulations Module | 11 September 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 July 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Research Analyst Exam - Part I Analysis Module
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- Uniform Securities Agent State Law Examination
- Full name
- William Patrick Mulvahill
- CRD
- 5781832
- Firm
- Trailhead Planners · CRD 284610
- Role
- Managing Member, Chief Compliance Officer
- Office
- 5151 Edina Industrial Blvd, Suite 200, Edina, MN 55439
- Registration
- Investment adviser registration
- In the industry since
- February 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- trailheadplanners.com
Where does William Mulvahill work?
William Mulvahill has been Managing Member, Chief Compliance Officer of Trailhead Planners, LLC since January 2020, and is a control person of the firm.
Is William Mulvahill a financial advisor?
Yes. William Mulvahill has a current investment-adviser registration in California, Minnesota, Oregon and Texas, through Trailhead Planners since January 2020.
How many years of experience does William Mulvahill have?
William Mulvahill has 11 years in the financial industry, since February 2015, across 3 adviser firms.
What exams has William Mulvahill passed?
William Mulvahill has passed 5 licensing exams: the Series 63, Series 87, Series 86, Series 7 and Series 66. The earliest, the Series 63, was passed in July 2010. FINRA credited William Mulvahill with the SIE, which began in October 2018.
Where did William Mulvahill work before Trailhead Planners?
Before Trailhead Planners, William Mulvahill was registered through Ameriprise Financial Services, Inc., November 2016 to December 2018.
Where is William Mulvahill based?
William Mulvahill’s registered office is in Edina, MN.
Is William Mulvahill registered with FINRA?
No. William Mulvahill has no current broker registration.
Is William Mulvahill a CFP?
Trailhead Planners lists William Mulvahill with the CFP credential (“Certified Financial Planner™”) on its website. CFP Board confirms certification status.
How can I verify William Mulvahill’s record?
Search CRD 5781832 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Mulvahill’s full registration record.
