WT
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William Tasker

19 Years of Experience
Burr Ridge, IL
1 Disclosure

William Tasker is a registered investment advisor at Mach 6, LLC, based in Burr Ridge, IL, with 19 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

745 Mcclintock Drive, Suite 150, Burr Ridge, IL, 60527-6490

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History

Regulatory History (1)
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Customer Dispute
June 2016
Pending
Other Business Activities

William is an adjunct professor teaching finance classes at Lewis University, dedicating a few hours per week. He is also an Investment Adviser Representative at 4 Wealth Advisors, Inc. and an IAR/Owner at Advisory Services Mach 6, LLC, spending about a quarter of his time on each.

Employment History
Current Registrations
Mach 6, LLC
March 2024 - Present · 2 yrs 1 mo
4wealth Advisors, INC.
September 2021 - Present · 4 yrs 7 mos
Previous Registrations
Retirement Income Management, INC.
September 2012 - December 2024 · 12 yrs 3 mos
Capital Management Associates,inc.
November 2009 - September 2012 · 2 yrs 10 mos
Aig Retirement Advisors, INC.
July 2005 - October 2008 · 3 yrs 3 mos
American Express Financial Advisors, INC.
April 2005 - June 2005 · 2 mos
State Registrations1 state
IL
Advisor

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.

Exams
No exam information available for this advisor.