William Joseph Cunningham
CFP®, ChFC®, CLU®Professional Summary
William Joseph Cunningham, CFP®, ChFC®, CLU®, who also goes by Bill Cunningham, Billy Cunningham, William Joseph Cunningham Jr, William Joseph Cunningham, is a registered financial advisor currently at PINNACLE ADVISORS located in Bradenton, Florida. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. William has worked at 12 firms and has passed the Series 66, Series 63, Series 65, SIE, Series 7, Series 6, Series 22, Series...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Income Management
- Tax Planning
- Life Transitions
- Long-term Care
- Estate Planning
- Retirement Planning
- Socially Responsible Investing
- Inheritance
- Insurance Planning
- Comprehensive Financial Planning
- Business Succession Planning
- Investment Planning
Other Aliases
Bill Cunningham, Billy Cunningham, William Joseph Cunningham Jr, William Joseph Cunningham
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Videos & Posts
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Contact Information
xxxxx@xxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
38 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
LIFETIME PLANNING PINNACLE ADVISORS, INC. | PPCS FINANCIAL PLANNING SERVICES | PINNACLE WEALTH PLANNING SERVICES, INC. | PINNACLE RETIREMENT PLAN SERVICES | PINNACLE INVESTORS ADVISORY CORP | PINNACLE FIDUCIARY CONSULTING GROUP | PINNACLE FAMILY OFFICE | PINNACLE ADVISORS
Contact Information
Main Address
6 West 3rd St. Ste 100, Mansfield, OH 44902Phone Number
(419) 526-5226# of Employees
35SEC notice filing (19 States and Territories)
Registered to provide investment advisory services in 19 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,994AUM (Assets Under Management)
$2,136,474,646Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
LIFETIME PLANNING PINNACLE ADVISORS, INC. | PPCS FINANCIAL PLANNING SERVICES | PINNACLE WEALTH PLANNING SERVICES, INC. | PINNACLE RETIREMENT PLAN SERVICES | PINNACLE INVESTORS ADVISORY CORP | PINNACLE FIDUCIARY CONSULTING GROUP | PINNACLE FAMILY OFFICE | PINNACLE ADVISORS
State Registrations and Notice Filings
(10/17/2025)
(6/7/2019)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2006About the Series 6 examSeries 22 — Direct Participation Programs Representative Examination
Passed May 1988About the Series 22 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jan 2007About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view William Joseph Cunningham's CRS (Customer Relationship Summary).
Services Offered by William
- Retirement Income Management
- Tax Planning
- Life Transitions
- Long-term Care
- Estate Planning
- Retirement Planning
- Socially Responsible Investing
- Inheritance
- Insurance Planning
- Comprehensive Financial Planning
- Business Succession Planning
- Investment Planning
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