William J. Mcmannis

MCMANNIS WEALTH LLC

HIGHLANDS RANCH, CO 80129

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CRD#: 5904465

Professional summary

William Jacob Mcmannis, CFP®, who also goes by Will Jacob Mcmannis, William J Mcmannis, William Jacob Mcmannis, Will Mcmannis, William Mcmannis, is a registered financial advisor currently at MCMANNIS WEALTH LLC located in Highlands Ranch, Colorado.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. William has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Will Jacob Mcmannis | William J Mcmannis | William Jacob Mcmannis | Will Mcmannis | William Mcmannis

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. I work as a part time employee at Target Corporation in a retail store format. I stock shelves.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Jacob Mcmannis'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®

CFP^®

Certified Financial Planner

Experience

Current

March 31, 2024 - Present

MCMANNIS WEALTH LLC

Office #1: 1745 Shea Center Drive Suite 459, Highlands Ranch, CO 80129

RIA

CRD#: 330328

HIGHLANDS RANCH, CO

Past

February 11, 2022 - January 31, 2024

LPL FINANCIAL LLC

CRD#: 6413

DENVER, CO

Past

December 17, 2021 - January 2, 2024

COLLIER FINANCIAL, INC

RIA

CRD#: 175207

DENVER, CO

Past

March 8, 2018 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

BLOOMINGTON, IN

Past

March 8, 2018 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

BLOOMINGTON, IN

Past

April 22, 2016 - February 7, 2018

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

GREENWOOD, IN

Past

April 21, 2016 - February 7, 2018

J.P. MORGAN SECURITIES LLC

CRD#: 79

GREENWOOD, IN

Past

June 8, 2012 - February 23, 2015

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

DENVER, CO

Past

November 8, 2011 - February 23, 2015

CHARLES SCHWAB & CO., INC.

CRD#: 5393

DENVER, CO

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

Colorado
(3/31/2024)

IAR

Florida
(10/9/2024)

IAR

Indiana
(7/15/2024)

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: 6/7/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/10/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/7/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 9/19/2014

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 8/1/2014

General Securities Sales Supervisor - Options Module Examination

Current Firm

MCMANNIS WEALTH LLC

MCMANNIS WEALTH LLC | PROSPERITY WEALTH MANAGEMENT LLC | PROSPERITY WEALTH MANAGEMENT

CRD#: 330328 / SEC#:

Colorado

Registered Investment Advisory firm - (3/31/2024 Approved)

Florida

Registered Investment Advisory firm - (10/9/2024 Approved)

Indiana

Registered Investment Advisory firm - (7/15/2024 Approved)

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Contact information

Main Address

1745 Shea Center Drive Suite 459, Highlands Ranch, CO 80129

Mailing Address

Phone number

(720) 366-9514

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 3,038,000

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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We're Here To Help

Advisor Monitoring

Firm Stability Insights

William J. Mcmannis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Jacob Mcmannis's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

COLLIER FINANCIAL, INC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/7/2012

Series 63

Date: 11/10/2011

SIE

Date: 10/1/2018

Series 7

Date: 11/7/2011

Series 10

Date: 9/19/2014

Series 9

Date: 8/1/2014

Current Firm

MCMANNIS WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MCMANNIS WEALTH LLC

TRUST BUT VERIFY

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