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WG

William Gottfried

GOLDSTONE FINANCIAL GROUP
OAKBROOK TERRACE, IL 60181
Some features on this profile are disabled
CRD#: 6752803
WG
William GottfriedGOLDSTONE FINANCIAL GROUP

Professional summary

William Gottfried, who also goes by Will Fox Gottfried, William Fox Gottfried, Willie Fox Gottfried, William Gottfried, is a registered financial advisor currently at GOLDSTONE FINANCIAL GROUP, LLC located in Oakbrook Terrace, Illinois.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. William has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Will Fox Gottfried | William Fox Gottfried | Willie Fox Gottfried | William Gottfried

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 Gottfried'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 17, 2026 - Present

GOLDSTONE FINANCIAL GROUP, LLC

Office #1: 18w140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181
RIA
CRD#: 222520
OAKBROOK TERRACE, IL
Past

January 5, 2026 - March 17, 2026

WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC

BD
CRD#: 130139
ITASCA, IL
Past

May 12, 2023 - September 4, 2025

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
OAK BROOK, IL
Past

May 12, 2023 - September 4, 2025

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
OAK BROOK, IL
Past

February 1, 2022 - May 9, 2023

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
DOWNERS GROVE, IL
Past

August 13, 2021 - May 9, 2023

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
DOWNERS GROVE, IL

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".
GF
GOLDSTONE FINANCIAL GROUP, LLC
GOLDSTONE FINANCIAL GROUP, LLC

CRD#: 222520 / SEC#: 801-99350

RIA
Registered Investment Advisory firm - (6/5/2015 Approved)
Illinois
Registered Investment Advisory firm - (1/20/2016 Terminated)

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
Illinois
(7/17/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/10/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/13/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/23/2021
Securities Industry Essentials Examination

Current Firm

GF
GOLDSTONE FINANCIAL GROUP, LLC
GOLDSTONE FINANCIAL GROUP, LLC

CRD#: 222520 / SEC#: 801-99350

RIA
Registered Investment Advisory firm - (6/5/2015 Approved)
Illinois
Registered Investment Advisory firm - (1/20/2016 Terminated)
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Contact information

Main Address
18w140 Butterfield Road 16th Floor, Oakbrook Terrace, IL 60181
Mailing Address
Phone number
(630) 620-9300
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A-GOLDSTONE FINANCIAL GROUP, LLC (12/16/2025)
GOLDSTONE FINANCIAL GROUP, LLC WRAP FEE PROGRAM (3/31/2025)

Regulatory assets under management

Total Number of Accounts4,083
AUM (Assets Under Management)$ 917,456,867

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

GOLDSTONE FINANCIAL GROUP, LLC

CRD#: 222520Oakbrook Terrace, IL 60181

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