William A. Wallbank

SIGNAL ADVISORS WEALTH

DETROIT, MI 48226

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CRD#: 6021842

Professional summary

William Andrew Wallbank, who also goes by Will Wallbank, is a registered financial advisor currently at SIGNAL ADVISORS WEALTH, LLC located in Detroit, Michigan.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. William has worked at 5 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Will Wallbank

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 Andrew Wallbank'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

July 24, 2026 - Present

SIGNAL ADVISORS WEALTH, LLC

Office #1: 1555 Broadway St, Detroit, MI 48226

RIA

CRD#: 301086

DETROIT, MI

Past

January 5, 2026 - June 17, 2026

FOCUS PARTNERS WEALTH, LLC

RIA

CRD#: 159289

Ann Arbor, MI

Past

January 5, 2025 - March 20, 2026

NORTHCOAST ASSET MANAGEMENT LLC

RIA

CRD#: 282241

Ann Arbor, MI

Past

March 26, 2024 - December 31, 2024

NORTHCOAST ASSET MANAGEMENT LLC

RIA

CRD#: 282241

Southfield, MI

Past

September 13, 2013 - March 21, 2024

TELEMUS CAPITAL, LLC

RIA

CRD#: 168794

SOUTHFIELD, MI

Past

August 22, 2013 - September 16, 2013

TELEMUS INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 131580

SOUTHFIELD, MI

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".

SIGNAL ADVISORS WEALTH, LLC

CRD#: 301086 / SEC#: 801-127017

RIA

Registered Investment Advisory firm - (12/8/2022 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

Michigan
(7/24/2026)

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: 8/19/2013

Uniform Investment Adviser Law Examination

Current Firm

SIGNAL ADVISORS WEALTH, LLC

CRD#: 301086 / SEC#: 801-127017

RIA

Registered Investment Advisory firm - (12/8/2022 Approved)

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Contact information

Main Address

1555 Broadway St, Detroit, MI 48226

Mailing Address

Phone number

+1 (866) 774-4625

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SIGNAL ADVISORS WRAP FEE BROCHURE (10/1/2025)

ADV PART 2A BROCHURE (10/1/2025)

Regulatory assets under management

Total Number of Accounts	10,250
AUM (Assets Under Management)	$ 1,352,814,108

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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William A. Wallbank

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Andrew Wallbank's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIGNAL ADVISORS WEALTH, LLC

FOCUS PARTNERS WEALTH, LLC

NORTHCOAST ASSET MANAGEMENT LLC

NORTHCOAST ASSET MANAGEMENT LLC

TELEMUS CAPITAL, LLC

TELEMUS INVESTMENT MANAGEMENT, LLC

Primary Firm SEC Registration

SIGNAL ADVISORS WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/19/2013

Current Firm

SIGNAL ADVISORS WEALTH, LLC

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SIGNAL ADVISORS WEALTH, LLC

TRUST BUT VERIFY

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