AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
William Brent Hamilton

William B. Hamilton

WBH FINANCIAL SERVICES
Lake Oswego, OR 97035
Some features on this profile are disabled
CRD#: 1582290
William Brent Hamilton

Professional summary

William Brent Hamilton, CFP® is a registered financial advisor currently at WBH FINANCIAL SERVICES, LLC located in Lake Oswego, Oregon.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. William has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Core Areas of Focus

Baby Boomers
Business Owners
Cash Flow/Budgets/Credit Issues
Charitable Giving
College/Education Planning
Divorce Planning

Question & Answer

What are your service offerings?
Insurance Planning
Retirement Planning
Divorce Planning
Tax Planning
Investment Planning
Estate Planning
Comprehensive Financial Planni...
Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Brent Hamilton's 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: 1994

Experience

Current

December 16, 2015 - Present

WBH FINANCIAL SERVICES, LLC

Office #1: 4500 Kruse Way, Suite 105, Lake Oswego, OR 97035
RIA
CRD#: 282071
Lake Oswego, OR
Past

August 4, 2003 - December 31, 2015

KMS FINANCIAL SERVICES, INC.

RIA
CRD#: 3866
LAKE OSWEGO, OR
Past

February 8, 1988 - December 31, 2015

KMS FINANCIAL SERVICES, INC.

BD
CRD#: 3866
LAKE OSWEGO, OR
Past

November 18, 1986 - February 27, 1988

THE ADVISORS GROUP, INC.

BD
CRD#: 14035
BETHESDA, MD

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
Oregon
(12/16/2015)

Exams

State Security Law Exam
RR
Series 63
Date: 12/22/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/31/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/18/1988
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/17/1986
Investment Company Products/Variable Contracts Representative Examination

Current Firm

WBH FINANCIAL SERVICES, LLC
WBH FINANCIAL SERVICES, LLC
WBH FINANCIAL SERVICES, LLC

CRD#: 282071 / SEC#:

Oregon
Registered Investment Advisory firm - (12/16/2015 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4500 Kruse Way, Suite 105, Lake Oswego, OR 97035
Mailing Address
Phone number
(503) 699-9200
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts145
AUM (Assets Under Management)$ 30,953,326

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.

Company Information

WBH FINANCIAL SERVICES, LLC

WBH FINANCIAL SERVICES, LLC

CRD#: 282071Lake Oswego, OR 97035

TRUST BUT VERIFY

Monitor William Hamilton

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

Similar Advisors

Gregory Scott Bowen
Gregory BowenAdvisorCheck Check Mark
MARINER WEALTH
IAR
RR
Portland, OR
Devlin William Carothers
Devlin CarothersAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Vancouver, WA
Viengsavanh Bounnam
Viengsavanh BounnamAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Vancouver, WA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.