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WM

William J. Mcmannis

SCHWAB WEALTH ADVISORY
Lone Tree, CO 80124
Some features on this profile are disabled
CRD#: 5904465
WM

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 SCHWAB WEALTH ADVISORY, INC. located in Lone Tree, Colorado.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. William has worked at 7 firms and has passed the Series 63, Series 66, 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Jacob Mcmannis'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®
CFP®

Certified Financial Planner

Experience

Current

March 25, 2026 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: 9800 Schwab Way, Lone Tree, CO 80124
RIA
CRD#: 159035
Lone Tree, CO
Past

January 28, 2026 - March 6, 2026

MCMANNIS WEALTH LLC

RIA
CRD#: 330328
HIGHLANDS RANCH, CO
Past

March 31, 2024 - December 31, 2025

MCMANNIS WEALTH LLC

RIA
CRD#: 330328
HIGHLANDS RANCH, CO
Past

February 11, 2022 - January 31, 2024

LPL FINANCIAL LLC

BD
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

BD
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

BD
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.

BD
CRD#: 5393
DENVER, CO

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".
SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA
Registered Investment Advisory firm - (12/9/2011 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
Colorado
(3/25/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 4/3/2026
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 6/7/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/7/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 9/19/2014
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 8/1/2014
General Securities Sales Supervisor - Options Module Examination

Current Firm

SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA
Registered Investment Advisory firm - (12/9/2011 Approved)
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Contact information

Main Address
9800 Schwab Way, Lone Tree, CO 80124
Mailing Address
Phone number
(415) 667-7000
Established
Firm type
Fiscal year end
# of Employees
1,042

SEC notice filing (53 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

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (12/11/2025)

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

SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035Lone Tree, CO 80124

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