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WC
CFP · ChFC
WC
CFP · ChFC

William Chambers

Chambers Financial Group, LLC.
45 Years of Experience
Green Bay, WI
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

William Chambers is a CFP, ChFC-designated registered investment advisor at Chambers Financial Group, LLC., based in Green Bay, WI, with 45 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 215 clients with $56M in assets under management.

Chambers Financial Group, LLC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
215 clients
Average Client Portfolio
$261K average
Assets Under Management
$56.2M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.65%
$100K - $250K1.55%
$250K - $500K1.45%
$500K - $1.0M1.25%
$1.0M - $2.0M1.15%
$2.0M - $5.0M1.00%
$5.0M - $10.0M0.85%
$10M+0.85%

Mutual funds, variable annuities, and private placement accounts have a maximum annual fee of 1.10% up to $10,000,000. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2010 Velp Ave., Green Bay, WI, 54303

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History

Regulatory History (1)
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.
Customer Dispute
March 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

William is involved in several businesses, including Chambers Land Investment Enterprises Inc, Chambers Leasing Co, Inc, B & C Enterprises, Bay City Development LLC, CCL Properties LLC, WRC Properties LLC, and WMJR Family LLC. William also sells life insurance through Chambers Financial Group, dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Chambers Financial Group, LLC.
June 2018 - Present · 8 yrs 4 mos
Previous Registrations
Packerland Brokerage Services, INC.
August 2011 - May 2018 · 6 yrs 9 mos
Packerland Brokerage Services, INC.Broker
August 2011 - May 2018 · 6 yrs 9 mos
Securities America Advisors, INC.
July 2008 - August 2011 · 3 yrs 1 mo
Securities America, INC.Broker
July 2008 - August 2011 · 3 yrs 1 mo
Ssn Advisory, INC.
February 2005 - June 2008 · 3 yrs 4 mos
Securities Service Network, INC.Broker
January 2005 - June 2008 · 3 yrs 5 mos
Ssn Advisory, INC.
January 2005 - January 2005 · 0 mos
Securities America Advisors, INC.
June 1994 - January 2005 · 10 yrs 7 mos
Securities America, INC.Broker
February 1993 - January 2005 · 11 yrs 11 mos
Secura Investments, INC.Broker
September 1983 - February 1993 · 9 yrs 5 mos
The Minnesota Mutual Life Insurance CompanyBroker
August 1981 - February 1986 · 4 yrs 6 mos
State Registrations1 state
WI
Advisor

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.
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