WH
William P. Hallmann
CRAFT WEALTH SERVICES
Clarkston, MI 48348
Some features on this profile are disabled
CRD#: 3266780
WH
Professional summary
William P Hallmann, who also goes by William P. Hallmann, William Paul Hallmann, is a registered financial advisor currently at CRAFT WEALTH SERVICES located in Clarkston, Michigan.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. William has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William P. Hallmann | William Paul Hallmann
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.
(1) HALLMANN ADVISORS, CPAS, P.C - Tax Prep/Accounting/CPA; investment related; at reported business location(s); Owner/Shareholder/President; Start Date: 12/2005; 175 hours per month, 4-5 hours per month during securities trading hours. Duties include managing staff, preparing and reviewing accounting work and tax returns. (2) Bespoke Tax Strategy and PCA, P.C.; investment-related; 315 Deaderick Street, Suite 1550, Nashville TN 37238; CPA firm; Vice President; Start Date: 1/1/2024; 70 hours per month, 2 during securities trading hours; accounting and tax prep.
CRS (Client Relationship Summary) - RIA
Click below to view William P Hallmann'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®
NoneExperience
Current
June 13, 2023 - Present
CRAFT WEALTH SERVICES
Office #1: 5710 Bella Rosa Blvd Suite 200, Clarkston, MI 48348RIA
CRD#: 289557
Clarkston, MI
Past
November 17, 2020 - June 12, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
CLARKSTON, MI
Past
November 11, 2020 - June 12, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
CLARKSTON, MI
Past
November 6, 2020 - November 17, 2020
OSAIC WEALTH, INC.
RIA
CRD#: 23131
CLARKSTON, MI
Past
November 5, 2020 - November 17, 2020
OSAIC WEALTH, INC.
BD
CRD#: 23131
CLARKSTON, MI
Past
January 6, 2010 - October 29, 2020
OSAIC WEALTH, INC.
RIA
CRD#: 23131
CLARKSTON, MI
Past
November 14, 2007 - October 29, 2020
OSAIC WEALTH, INC.
BD
CRD#: 23131
CLARKSTON, MI
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".
CW
CRAFT WEALTH SERVICES
CRAFT ASSET MANAGEMENT | CRAFT WEALTH SERVICES | CRAFT ASSET MANAGEMENT LLC
CRD#: 289557 / SEC#: 801-131218
RIA
Registered Investment Advisory firm - (10/1/2024 Approved)Arizona
Registered Investment Advisory firm - (10/3/2024 Terminated)California
Registered Investment Advisory firm - (11/2/2024 Terminated)Colorado
Registered Investment Advisory firm - (10/4/2024 Terminated)Connecticut
Registered Investment Advisory firm - (10/15/2024 Terminated)District of Columbia
Registered Investment Advisory firm - (10/3/2024 Terminated)Florida
Registered Investment Advisory firm - (10/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (10/4/2024 Terminated)Kentucky
Registered Investment Advisory firm - (10/3/2024 Terminated)Maryland
Registered Investment Advisory firm - (10/9/2024 Terminated)Michigan
Registered Investment Advisory firm - (10/10/2024 Terminated)Ohio
Registered Investment Advisory firm - (10/3/2024 Terminated)Tennessee
Registered Investment Advisory firm - (10/3/2024 Terminated)Texas
Registered Investment Advisory firm - (10/3/2024 Terminated)Virginia
Registered Investment Advisory firm - (10/15/2024 Terminated)West Virginia
Registered Investment Advisory firm - (10/3/2024 Terminated)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
Michigan(6/14/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CW
CRAFT WEALTH SERVICES
CRAFT ASSET MANAGEMENT | CRAFT WEALTH SERVICES | CRAFT ASSET MANAGEMENT LLC
CRD#: 289557 / SEC#: 801-131218
RIA
Registered Investment Advisory firm - (10/1/2024 Approved)Arizona
Registered Investment Advisory firm - (10/3/2024 Terminated)California
Registered Investment Advisory firm - (11/2/2024 Terminated)Colorado
Registered Investment Advisory firm - (10/4/2024 Terminated)Connecticut
Registered Investment Advisory firm - (10/15/2024 Terminated)District of Columbia
Registered Investment Advisory firm - (10/3/2024 Terminated)Florida
Registered Investment Advisory firm - (10/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (10/4/2024 Terminated)Kentucky
Registered Investment Advisory firm - (10/3/2024 Terminated)Maryland
Registered Investment Advisory firm - (10/9/2024 Terminated)Michigan
Registered Investment Advisory firm - (10/10/2024 Terminated)Ohio
Registered Investment Advisory firm - (10/3/2024 Terminated)Tennessee
Registered Investment Advisory firm - (10/3/2024 Terminated)Texas
Registered Investment Advisory firm - (10/3/2024 Terminated)Virginia
Registered Investment Advisory firm - (10/15/2024 Terminated)West Virginia
Registered Investment Advisory firm - (10/3/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
615 Channelside Drive 207, Tampa, FL 33602
Mailing Address
Phone number
(813) 394-0984
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (16 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 746 |
| AUM (Assets Under Management) | $ 91,966,719 |
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.
