William Francis Schaffnit Jr
Professional Summary
William Francis Schaffnit JR, who also goes by Bill Schaffnit, was a registered financial advisor. William was a previously registered financial professional and started their career in finance 1976 - 2017. William had worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 1 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Schaffnit
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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
50 years in the financial services industry
Current & Past Employments
Past
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Current Firm
ASPIRE DIVORCE SOLUTIONS, LLC | VERTEX PLANNING PARTNERS, LLC | TWIN ROCKS ASSET MANAGEMENT | TWG WEALTH PARTNERS | THE SCHAFFNIT GROUP | THE ASSOCIATES GROUP | STONEBRIDGE WEALTH ADVISORS | SAFE HARBOR RETIREMENT CONSULTANTS, LLC | SA PIGGUSH FINANCIAL CONSULTANTS | ROUND HILL WEALTH MANAGEMENT | ROGER J. ENSMINGER & ASSOCIATES | RMD WEALTH MANAGEMENT | PARTNERS ADVISORS LTD. | ONPATH FINANCIAL, LLC | MODEL WEALTH | MIKE LYNCH, INC. | MIDWEST FAMILY WEALTH MANAGEMENT | MCCABE FINANCIAL GROUP | LLOYD WEALTH ADVISORS | LIGHTHOUSE FINANCIAL GROUP | KENNEDY FINANCIAL GROUP | KEITH E. MURPHY | KCT FINANCIAL | HIGHPOINT PLANNING PARTNERS, LLC | HIGHPOINT PLANNING PARTNERS | HIGHPOINT ADVISOR GROUP, LLC | G/R WEALTH MANAGEMENT GROUP LLC | EQUILIBRIUM WEALTH MANAGEMENT | EINSPAR FAMILY FINANCIAL | DOAK FINANCIAL, LLC | CHASE ENTERPRISES FINANCIAL | CB3 FINANCIAL GROUP INC. | CAPITAL STREET ADVISORS | BLACK DIAMOND PLANNERS | BENEFIT PARTNERS FINANCIAL GROUP | AXIS WEALTH ADVISORS, LLC | ASPIRE PLANNING GROUP LLC
Contact Information
Main Address
2651 Warrenville Road Suite 200, Downers Grove, IL 60515Documents
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Apr 1976Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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