William Daniel Saplicki

26 Years of Experience

1 DisclosureBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Hibernia Wealth Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

691 clients

Average Client Portfolio

$502K average

Assets Under Management

$346.6M

Fee Structure

Location

6700 Jefferson Hwy., Building 4, Suite B, Baton Rouge, LA, 70806

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History

Regulatory History (1)

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Customer Dispute

July 2011

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

William owns rental real estate and dedicates minimal time to it. He also engages in non-variable insurance activities and provides investment advisory services through Hibernia Wealth Partners, spending a few hours per week on each.

Employment History

Current Registrations

Hibernia Wealth Partners, LLC

February 2024 - Present · 2 yrs

LPL Financial LLCBroker

November 2019 - Present · 6 yrs 3 mos

Previous Registrations

LPL Financial LLC

November 2019 - April 2024 · 4 yrs 5 mos

First Allied Advisory Services, INC.

July 2012 - January 2020 · 7 yrs 6 mos

First Allied Securities, INC.Broker

April 2008 - November 2019 · 11 yrs 7 mos

First Allied Securities, INC.

April 2008 - July 2012 · 4 yrs 3 mos

H&r Block Financial Advisors, INC.

June 2003 - April 2008 · 4 yrs 10 mos

H&r Block Financial Advisors, INC.Broker

December 2002 - April 2008 · 5 yrs 4 mos

Prudential Securities Incorporated

December 1999 - December 2002 · 3 yrs

Prudential Securities IncorporatedBroker

December 1999 - December 2002 · 3 yrs

State Registrations19 states

AKARCAFLGAIAILMDMONCNDNJNYOKORPAPRTXWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.