William Laipple is a CFP-designated registered investment advisor at Stonebridge Wealth Management LLC, based in Oak Brook, IL, with 25 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 288 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged for investment management will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Location
1010 Jorie Blvd, Suite 144, Oak Brook, IL, 60523
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is a partner at Stonebridge Wealth Management, LLC, an LLC and RIA, since 2011 and 2016 respectively. He dedicates nearly full-time to financial planning and partnership duties.
Employment History
Current Registrations
Stonebridge Wealth Management LLC
Apw Capital, INC.Broker
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.