Investment adviser representative · Chambers Financial Group, LLC.
William R. Chambers III
CRD 735401 · Green Bay, WI
At a glance
William R. Chambers III is an investment adviser representative with Chambers Financial Group, LLC. in Green Bay, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on William’s SEC record dates to 1994, about 32 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Chambers Financial Group, LLC.Since June 2018Green Bay, WI · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1994 (32 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
William’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.