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William M. Custer, CFP®
President & CEO
wcuster@custercapital.com
William M. Custer, President & CEO of Custer Capital, Inc.
William M. Custer has served as CEO of Level Partners since inception 25 years ago. Level Partners is a Registered Investment Advisor providing money and wealth management strategies to business owners, executives, professionals, family trusts and retirees.
Mr. Custer also serves as CEO of Custer Capital Inc., a sister company to Level Partners. Custer Capital provides business strategy, private/public capital raising services, and alternative investments. Alternative investments previously organized by Custer Capital include five venture capital funds, an SBA licensed Small Business Investment Company (SBIC venture capital fund), two oil & gas drilling partnerships, and numerous business and real estate projects. Mr. Custer has formed and/or financed in excess of thirty start-up, early, and late stage companies in distribution, healthcare, manufacturing, technology, and telecommunications.
Mr. Custer has a degree in Corporate Finance and Economics from Capital University in Columbus, Ohio, is a Certified Financial Planner graduate from the University of Southern California and the College for Financial Planning, and holds a FINRA Series 7 & 63 licenses.
Current and past memberships include: TEC-International Association of CEO's, Entrepeneur Organization, National Venture Capital Association, Institute of Financial Planners, Institute of Registered Financial Consultants, International Association of Financial Planners, Greater Cincinnati Venture Association, Miami Valley Venture Association, Ohio Tech Angels, New Albany & Columbus Chambers of Commerce, and numerous Board Seats.
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