William J. Tasker

4WEALTH ADVISORS

Burr Ridge, IL 60527-6490

Some features on this profile are disabled

CRD#: 4895684

Professional summary

William James Tasker, who also goes by Bill James Tasker, is a registered financial advisor currently at 4WEALTH ADVISORS, INC. located in Burr Ridge, Illinois and MACH 6, LLC located in Tinley Park, Illinois.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. William has worked at 8 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill James Tasker

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.

ADJUNCT PROFESSOR - TEACHING FINANCE CLASSES - LEWIS UNIVERSITY - 05/2010 - 8 HOURS PER WEEK (NON-MARKET) 4 WEALTH ADVISORS, INC; INVESTMENT RELATED; BURR RIDGE, IL, INVESTMENT ADVISER REPRESENTATIVE, 40 HOURS PER MONTH DURING TRADING; ADVISORY SERVICES MACH 6, LLC; INVESTMENT RELATED; TINLEY PARK, IL; IAR/OWNER; 40 PER MONTH DURING TRADING. ADVISORY SERVICES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William James Tasker'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

September 27, 2021 - Present

4WEALTH ADVISORS, INC.

Office #1: 745 Mcclintock Drive Suite 150, Burr Ridge, IL 60527-6490

RIA

CRD#: 129727

Burr Ridge, IL

Current

March 1, 2024 - Present

MACH 6, LLC

Office #1: 6618 173rd Place, Tinley Park, IL 60477

RIA

CRD#: 328444

Tinley Park, IL

Past

September 17, 2012 - December 31, 2024

RETIREMENT INCOME MANAGEMENT, INC.

RIA

CRD#: 164871

WARRENVILLE, IL

Past

November 30, 2009 - September 18, 2012

CAPITAL MANAGEMENT ASSOCIATES,INC.

RIA

CRD#: 123730

LISLE, IL

Past

November 3, 2008 - November 18, 2009

NYLIFE SECURITIES LLC

CRD#: 5167

TINLEY PARK, IL

Past

July 20, 2005 - October 21, 2008

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

PEORIA, IL

Past

July 19, 2005 - October 21, 2008

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

PEORIA, IL

Past

April 26, 2005 - June 4, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

TINLEY PARK, IL

Past

April 15, 2005 - June 4, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 15, 2005 - June 4, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

4WEALTH ADVISORS, INC.

4WEALTH ADVISORS, INC. | RECCHIA PENSION ADVISORY | CAMBRIDGE WEALTH MANAGEMENT, INC.

CRD#: 129727 / SEC#: 801-113392

RIA

Registered Investment Advisory firm - (6/11/2018 Approved)

Florida

Registered Investment Advisory firm - (9/18/2018 Terminated)

Illinois

Registered Investment Advisory firm - (6/11/2018 Terminated)

Indiana

Registered Investment Advisory firm - (9/19/2018 Terminated)

Louisiana

Registered Investment Advisory firm - (9/18/2018 Terminated)

Texas

Registered Investment Advisory firm - (9/18/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(9/27/2021)

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

IAR

Series 66

Date: 4/25/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/14/2005

General Securities Representative Examination

Current Firm

4WEALTH ADVISORS, INC.

4WEALTH ADVISORS, INC. | RECCHIA PENSION ADVISORY | CAMBRIDGE WEALTH MANAGEMENT, INC.

CRD#: 129727 / SEC#: 801-113392

RIA

Registered Investment Advisory firm - (6/11/2018 Approved)

Florida

Registered Investment Advisory firm - (9/18/2018 Terminated)

Illinois

Registered Investment Advisory firm - (6/11/2018 Terminated)

Indiana

Registered Investment Advisory firm - (9/19/2018 Terminated)

Louisiana

Registered Investment Advisory firm - (9/18/2018 Terminated)

Texas

Registered Investment Advisory firm - (9/18/2018 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

745 Mcclintock Drive Suite 150, Burr Ridge, IL 60527-6490

Mailing Address

Phone number

(708) 695-5300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

4WEALTH ADVISORS, INC. DISCLOSURE BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts	1,306
AUM (Assets Under Management)	$ 246,912,650

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.

Similar Advisors

Robert Meyers

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Frankfort, IL

James Flanagan

INDEPENDENT FINANCIAL GROUP, LLC

IAR

Downers Grove, IL

Louis Paster

UBS FINANCIAL SERVICES INC.

IAR

Chicago, IL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William J. Tasker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William James Tasker's CRS (Customer Relationship Summary).

Certified licenses

Experience

MACH 6, LLC

RETIREMENT INCOME MANAGEMENT, INC.

CAPITAL MANAGEMENT ASSOCIATES,INC.

NYLIFE SECURITIES LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

4WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/25/2005

Series 7

Date: 4/14/2005

Current Firm

4WEALTH ADVISORS, INC.

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

4WEALTH ADVISORS, INC.

TRUST BUT VERIFY

Similar Advisors