William H. Eggert

EGGERT FINANCIAL MANAGEMENT

Centennial, CO 80112-2243

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CRD#: 1039958

Professional summary

William Hartwell Eggert, CFP®, who also goes by Bill Eggert, is a registered financial advisor currently at EGGERT FINANCIAL MANAGEMENT, INC. located in Centennial, Colorado and FARTHER located in Centennial, Colorado.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. William has worked at 11 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

What are your service offerings?

Insurance Planning

Investment Planning

Comprehensive Financial Planni...

Tax Planning

Retirement Planning

Retirement Income Management

Are you a "fiduciary"?

Yes

Aliases

Bill Eggert

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

EGGERT FINANCIAL MANAGEMENT, INC., INVESTMENT RELATED, CENTENNIAL, CO., PROVIDES INVESTMENT & FINANCIAL PLANNING RELATED ADVICE; PRESIDENT / OWNER; 01/1988 TO PRESENT; 5 HRS/MO INCLUDING 5 DURING TRADING HRS; INSURANCE SALES. ------ COUNTRY LINE MUSIC LLC - MANAGING MEMBER (06/2019-PRESENT) PERFORMING MUSICAL GROUP, RECEIVES A SHARE OF INCOME FROM STAGE PERFORMANCES; NON-INVESTMENT RELATED; 18 HOURS PER MONTH-NON-BUSINESS HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Hartwell Eggert's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1986

Experience

Current

January 1, 1999 - Present

EGGERT FINANCIAL MANAGEMENT, INC.

Office #1: 7200 South Alton Way Suite A-210, Centennial, CO 80112-2243

RIA

CRD#: 112025

Centennial, CO

Current

August 15, 2025 - Present

FARTHER

RIA

CRD#: 302050

Centennial, CO

Past

June 14, 2011 - August 3, 2017

COLORADO FINANCIAL SERVICE CORPORATION

CRD#: 104343

CENTENNIAL, CO

Past

February 3, 2010 - June 13, 2011

MCL FINANCIAL GROUP, INC.

RIA

CRD#: 41180

CENTENNIAL, CO

Past

March 11, 2003 - June 13, 2011

MCL FINANCIAL GROUP, INC.

CRD#: 41180

CENTENNIAL, CO

Past

January 1, 1999 - March 15, 2003

LPL FINANCIAL LLC

RIA

CRD#: 6413

ENGLEWOOD, CO

Past

December 16, 1989 - March 15, 2003

LPL FINANCIAL LLC

CRD#: 6413

FORT MILL, SC

Past

February 3, 1989 - December 16, 1989

LINSCO FINANCIAL GROUP, INC.

CRD#: 524

Past

July 23, 1987 - February 8, 1989

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

Past

November 21, 1985 - July 27, 1987

KEOGLER, MORGAN & COMPANY, INC.

CRD#: 16546

Past

June 13, 1983 - December 4, 1985

FSC SECURITIES CORPORATION

CRD#: 7461

Past

February 9, 1983 - June 18, 1983

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

Past

June 28, 1982 - January 28, 1983

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/10/2009)

IAR

Colorado
(1/1/1999)

IAR

Texas
(4/10/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/6/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/3/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/18/1983

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/25/1982

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/24/1989

General Securities Principal Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

William H. Eggert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Hartwell Eggert's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARTHER

COLORADO FINANCIAL SERVICE CORPORATION

MCL FINANCIAL GROUP, INC.

MCL FINANCIAL GROUP, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LINSCO FINANCIAL GROUP, INC.

VSR FINANCIAL SERVICES, INC.

KEOGLER, MORGAN & COMPANY, INC.

FSC SECURITIES CORPORATION

THE O.N. EQUITY SALES COMPANY

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 63

Date: 8/6/1990

SIE

Date: 8/3/2017

Series 7

Date: 6/18/1983

Series 6

Date: 6/25/1982

Series 24

Date: 2/24/1989

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

Contact information

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