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WH

William G. Hart

HARTLINE INVESTMENT
Winnetka, IL 60093
Some features on this profile are disabled
CRD#: 2063060
WH

Professional summary

William George Hart, who also goes by William Hart, is a registered financial advisor currently at HARTLINE INVESTMENT CORPORATION located in Winnetka, Illinois.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. William has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William Hart

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 George Hart'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®
None

Experience

Current

April 29, 2010 - Present

HARTLINE INVESTMENT CORPORATION

Office #1: 460 Winnetka Avenue Suite 5, Winnetka, IL 60093
RIA
CRD#: 106923
Winnetka, IL
Past

April 29, 2010 - December 31, 2010

HARTLINE INVESTMENT CORPORATION

RIA
CRD#: 106923
WINNETKA, IL

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".
HI
HARTLINE INVESTMENT CORPORATION
HARTLINE INVESTMENT CORP | HARTLINE INVESTMENT CORPORATION | HARTLINE INVESTMENT CORP.

CRD#: 106923 / SEC#: 801-36627

RIA
Registered Investment Advisory firm - (5/18/1990 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
Illinois
(8/2/2011)
IAR
Texas
(4/29/2010)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/25/1990
Uniform Investment Adviser Law Examination

Current Firm

HI
HARTLINE INVESTMENT CORPORATION
HARTLINE INVESTMENT CORP | HARTLINE INVESTMENT CORPORATION | HARTLINE INVESTMENT CORP.

CRD#: 106923 / SEC#: 801-36627

RIA
Registered Investment Advisory firm - (5/18/1990 Approved)
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Contact information

Main Address
460 Winnetka Avenue Suite 5, Winnetka, IL 60093
Mailing Address
Phone number
(312) 726-5703
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 (3/27/2025)

Regulatory assets under management

Total Number of Accounts438
AUM (Assets Under Management)$ 851,474,010

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

HARTLINE INVESTMENT CORPORATION

CRD#: 106923Winnetka, IL 60093

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