William R. Chambers

CHAMBERS FINANCIAL GROUP.

Green Bay, WI 54303

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CRD#: 735401

Professional summary

William Robert Chambers III, CFP®, who also goes by Bill Chambers, William Robert Chambers, is a registered financial advisor currently at CHAMBERS FINANCIAL GROUP, LLC. located in Green Bay, Wisconsin.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. William has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Chambers | William Robert Chambers

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 Robert Chambers III'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

Start date: 2012

Experience

Current

June 4, 2018 - Present

CHAMBERS FINANCIAL GROUP, LLC.

Office #1: 2010 Velp Ave., Green Bay, WI 54303

RIA

CRD#: 293191

Green Bay, WI

Past

August 16, 2011 - May 31, 2018

PACKERLAND BROKERAGE SERVICES, INC.

RIA

CRD#: 37031

GREEN BAY, WI

Past

August 16, 2011 - May 31, 2018

PACKERLAND BROKERAGE SERVICES, INC.

CRD#: 37031

GREEN BAY, WI

Past

July 1, 2008 - August 16, 2011

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

GREEN BAY, WI

Past

July 1, 2008 - August 16, 2011

SECURITIES AMERICA, INC.

CRD#: 10205

GREEN BAY, WI

Past

February 8, 2005 - June 20, 2008

SSN ADVISORY, INC.

RIA

CRD#: 126090

GREEN BAY, WI

Past

January 6, 2005 - January 7, 2005

SSN ADVISORY, INC.

RIA

CRD#: 126090

GREEN BAY, WI

Past

January 6, 2005 - June 20, 2008

SECURITIES SERVICE NETWORK, LLC

CRD#: 13318

GREEN BAY, WI

Past

June 27, 1994 - January 6, 2005

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

GREEN BAY, WI

Past

February 4, 1993 - January 5, 2005

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

September 27, 1983 - February 16, 1993

SII INVESTMENTS, INC.

CRD#: 2225

APPLETON, WI

Past

August 3, 1981 - February 13, 1986

THE MINNESOTA MUTUAL LIFE INSURANCE COMPANY

CRD#: 2797

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

Wisconsin
(6/4/2018)

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

Series 63

Date: 10/6/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/31/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/16/1987

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 5/9/1984

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 8/1/1981

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/1/1995

General Securities Principal Examination

Current Firm

CHAMBERS FINANCIAL GROUP, LLC.

CRD#: 293191 / SEC#:

Wisconsin

Registered Investment Advisory firm - (6/4/2018 Approved)

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Contact information

Main Address

2010 Velp Ave., Green Bay, WI 54303

Mailing Address

Phone number

(920) 661-9000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	343
AUM (Assets Under Management)	$ 43,508,836

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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Advisor Monitoring

Firm Stability Insights

William R. Chambers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Robert Chambers III's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACKERLAND BROKERAGE SERVICES, INC.

PACKERLAND BROKERAGE SERVICES, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

SSN ADVISORY, INC.

SSN ADVISORY, INC.

SECURITIES SERVICE NETWORK, LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

SII INVESTMENTS, INC.

THE MINNESOTA MUTUAL LIFE INSURANCE COMPANY

State Registrations and Notice Filings

Exams

Series 63

Date: 10/6/1983

SIE

Date: 5/31/2018

Series 7

Date: 5/16/1987

Series 22

Date: 5/9/1984

Series 6

Date: 8/1/1981

Series 24

Date: 12/1/1995

Current Firm

CHAMBERS FINANCIAL GROUP, LLC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CHAMBERS FINANCIAL GROUP, LLC.

TRUST BUT VERIFY

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