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William Saboe Ironmonger

INTIRETY
BELLEVUE, WA
·CRD# 5962615·15 years experience

Professional Summary

William Saboe Ironmonger, who also goes by William Ironmonger, Willie Ironmonger, is a registered financial advisor currently at INTIRETY, LLC located in Bellevue, Washington. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. William has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

William Ironmonger, Willie Ironmonger

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

15 years in the financial services industry

Current & Past Employments

Current

INTIRETY, LLCCurrent·CRD# 306315
RIA
10900 Ne 4th Street Suite 2300, Bellevue, WA 98004
December 3, 2020 - Present

Past

GWN SECURITIES INC.Past·CRD# 128929
RIA
Seattle, WA
October 3, 2016 - December 7, 2020
GWN SECURITIES INC.Past·CRD# 128929
BD
Bellevue, WA
October 3, 2016 - December 7, 2020
AMERIPRISE FINANCIAL SERVICES, LLCPast·CRD# 6363
RIA
Bellevue, WA
August 17, 2015 - October 6, 2016
AMERIPRISE FINANCIAL SERVICES, LLCPast·CRD# 6363
BD
Bellevue, WA
August 17, 2015 - October 6, 2016
EQUITABLE ADVISORS, LLCPast·CRD# 6627
RIA
Bellevue, WA
March 17, 2014 - August 20, 2015
EQUITABLE ADVISORS, LLCPast·CRD# 6627
BD
Bellevue, WA
September 21, 2011 - August 20, 2015

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Current Firm

IL
INTIRETY, LLC

INTIRETY, LLC | SCENIC FINANCIAL | OPAL WEALTH STRATEGIES

CRD#: 306315
California
Registered Investment Advisory firm - California (3/18/2022 Approved)
Washington
Registered Investment Advisory firm - Washington (11/2/2020 Approved)

Contact Information

Main Address

10900 Ne 4th Street Suite 2300, Bellevue, WA 98004

Phone Number

(425) 505-0400

# of Employees

4

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

1,120

AUM (Assets Under Management)

$100,000,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

LIFE INSURANCE, LTC, ANNUITIES POSITION: Agent NATURE: Insurance and protection INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/04/2019 ADDRESS: 10900 NE 4th Street, Suite 2300, Bellevue WA 98004, United States DESCRIPTION: To place clients in insurance products that best suit their needs.

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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.
IAR
Washington
(12/3/2020)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Feb 2014About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2011About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Aug 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2011About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view William Saboe Ironmonger's CRS (Customer Relationship Summary).

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