William
Laipple

Stonebridge Wealth Management LLC

CRD#4312533
Investment Advisor
in Oak Brook, IL

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About this Advisor

William Laipple is a certified financial planner operating in Oak Brook, Illinois with a total of 7 years of relevant experience. Laipple currently works for Stonebridge Wealth Management LLC. During their career, Laipple has held roles at Commonwealth Financial Network, Stonebridge Wealth Management and Comprehensive Asset Management Serving Inc. Laipple has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois. Stonebridge Wealth Management LLC is a financial advisory firm that has its headquarters in Oak Brook, IL. It manages $182 million in assets across its 889 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 889 customer accounts, 23% belong to high-net-worth clients who have more than $1 million in assets. Stonebridge Wealth Management LLC offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules usually depend on which services the firm provides the client. However, fees billed by Stonebridge Wealth Management LLC likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1010 Jorie Blvd Suite 144
Oak Brook, IL 60523

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Stonebridge Wealth Management LLC Brokerage Details

Total Assets Under Management

$181,789,643

IL Average: $6,674,516,078
Total Number of Employees

4

IL Average: 44
Total Number of Accounts

889

IL Average: 2,564
Average Account Size

$204,488

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

William Laipple Work History

William has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Comprehensive Asset Management Serving Inc

2011 - Present (13 years)

Stonebridge Wealth Management

2011 - 2016 (5 years)

Commonwealth Financial Network

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Laipple to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stonebridge Wealth Management LLC

William Laipple
Oak Brook, IL
Bryan Petry
Oak Brook, IL
Christopher Plahm
Oak Brook, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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