WS
CFP
WS
CFP

William James Schatz

33 Years of Experience
Broker
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
982 advisors
Number of Clients
137,534 clients
Average Client Portfolio
$137K average
Assets Under Management
$18.9B

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee
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Location

Stanwood, WA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

William is an Investment Advisor Representative at Elliott Cove Capital Management and trains other representatives, dedicating a significant amount of time to this role. He also assists his wife with cattle farming, serves as a board member for the Stanwood Camano Community Fair, is president of the Tacoma Swiss Sportsman Club, and is a managing member of Schatz Family LLC.

Employment History
Current Registrations
Lincoln Investment
January 2009 - Present · 17 yrs 1 mo
Lincoln Investment
January 2009 - Present · 17 yrs 1 mo
Lincoln InvestmentBroker
January 2009 - Present · 17 yrs 1 mo
Elliott Cove Capital Management
May 2003 - Present · 22 yrs 9 mos
Previous Registrations
Great American Advisors, INC.Broker
February 2005 - December 2008 · 3 yrs 10 mos
Pmg Securities CorporationBroker
August 2000 - February 2005 · 4 yrs 6 mos
Investors Brokerage Services, INC.Broker
February 1992 - August 2000 · 8 yrs 6 mos
State Registrations8 states
AKCACOIDMTNYTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
William James Schatz - Financial Advisor | TrueAdvisor