WI
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William Bender

20 Years of Experience
Scranton, PA
3 DisclosuresBroker

William Bender is a registered investment advisor at Wells Fargo Advisors, based in Scranton, PA, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

201 Lackawanna Ave, Suite 103, Scranton, PA, 18503

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2018
Final
Financial
December 2017
Final
Financial
September 2017
Final
Other Business Activities

William has 25% ownership in 1856 Capital Partners LLC, an investment-related business, since August 2024, dedicating full-time hours to it. He is also involved with Finet Practice LLC.

Employment History
Current Registrations
Wells Fargo Advisors
August 2024 - Present · 1 yr 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Wells Fargo Advisors
August 2019 - August 2024 · 5 yrs
Wells Fargo Clearing Services, LLCBroker
August 2019 - August 2024 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2006 - August 2019 · 12 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - August 2019 · 13 yrs 5 mos
State Registrations33 states
AZCACOCTDEFLGAILINKYLAMAMDMEMIMNMONCNJNVNYOHOKORPASCTNTXVAVTWAWIWY
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.
William Bender - Financial Advisor | TrueAdvisor