WL
WL
William Lacey
25 Years of Experience
Oak Park, IL
3 DisclosuresBroker
William Lacey is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Oak Park, IL, with 25 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
11 W Madison St, Oak Park, IL, 60302
Get directionsHistory
Regulatory History (3)
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Customer Dispute
March 2009Denied
Customer Dispute
July 2008Settled
Customer Dispute
October 2007Settled
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
February 2026 - Present · 3 mos
U.S. Bancorp Advisors, LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
U.S. Bancorp Investments, INC.Broker
June 2014 - February 2026 · 11 yrs 8 mos
U.S. Bancorp Investments, INC.
June 2014 - February 2026 · 11 yrs 8 mos
Cco Investment Services CORP.Broker
February 2008 - June 2014 · 6 yrs 4 mos
Cco Investment Services CORP.
February 2008 - June 2014 · 6 yrs 4 mos
Chase Investment Services CORP.
July 2005 - February 2008 · 2 yrs 7 mos
Chase Investment Services CORP.Broker
July 2005 - February 2008 · 2 yrs 7 mos
Banc One Securities Corporation
December 2004 - July 2005 · 7 mos
Banc One Securities CorporationBroker
December 2004 - July 2005 · 7 mos
Citicorp Investment ServicesBroker
December 2001 - December 2004 · 3 yrs
Oakbrook Financial Group, INC.Broker
July 2001 - August 2001 · 1 mo
American Express Financial Advisors INC.Broker
July 2000 - April 2001 · 9 mos
Ids Life Insurance CompanyBroker
July 2000 - April 2001 · 9 mos
State Registrations12 states
CACOFLGAILINMIMONCOHTXWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.