Brad J. Williams

WILLIAMS AND SCHILLER WEALTH MANAGEMENT

Sandpoint, ID 83864

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CRD#: 5280450

Professional summary

Brad J. Williams is a registered financial advisor currently at WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC located in Sandpoint, Idaho.

Brad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Brad has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

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.

MR. WILLIAMS IS A CERTIFIED PUBLIC ACCOUNTANT AND A PRINCIPAL FOR WILLIAMS & PARSONS, P.C. CPAS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad J. Williams'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

May 21, 2007 - Present

WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC

Office #1: 708 Superior Street, Sandpoint, ID 83864

RIA

CRD#: 143049

Sandpoint, ID

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

Idaho
(5/21/2007)

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 65

Date: 5/16/2007

Uniform Investment Adviser Law Examination

Current Firm

WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC

CRD#: 143049 / SEC#: 801-134243

Idaho

Registered Investment Advisory firm - (4/18/2007 Approved)

Minnesota

Registered Investment Advisory firm - (9/16/2021 Approved)

Montana

Registered Investment Advisory firm - (2/27/2012 Approved)

North Dakota

Registered Investment Advisory firm - (6/18/2013 Approved)

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Contact information

Main Address

708 Superior Street, Sandpoint, ID 83864

Mailing Address

Phone number

(208) 265-5959

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (7/28/2025)

Regulatory assets under management

Total Number of Accounts	235
AUM (Assets Under Management)	$ 116,445,001

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.

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Brad J. Williams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad J. Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/16/2007

Current Firm

WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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