William P Hallmann

Current Employers

Employment History

• 06/1994 → Present
  William P Hallmann Advisors,Cpas, Pc
  Bloomfield Hills, MI
• 01/2007 → 11/2020
  Royal Alliance Associates
  Troy, MI
• 03/2008 → 06/2018
  Clarkston Financial Services
  Clarkston, MI
• 03/2008 → 06/2018
  Hallmann Financial Resources
  Clarkston, MI
• 05/2004 → 11/2019
  Wiliam Hallmann
  Clarkston, MI
• 11/2020 → Present
  Lpl Financial Llc
  Clarkston, MI
• 06/2023 → Present
  Craft Asset Management
  Tampa, FL
• 01/2024 → Present
  Bespoke Tax Strategy And Pca, P.C.
  Nashville, TN

Previous Registrations

• 2020-11-17 → 2023-06-12
  Lpl Financial Llc
  Clarkston, MI
  Clarkston, MI
  Rochester, MI
  Mount Juliet, TN
• 2020-11-06 → 2020-11-17
  Osaic Wealth, Inc.
  New York, NY
  Clarkston, MI
  Clarkston, MI
• 2010-01-06 → 2020-10-29
  Osaic Wealth, Inc.
  Clarkston, MI
  Clarkston, MI
  Scottsdale, AZ

Other Businesses

(1) HALLMANN ADVISORS, CPAS, P.C - Tax Prep/Accounting/CPA; investment related; at reported business location(s); Owner/Shareholder/President; Start Date: 12/2005; 175 hours per month, 4-5 hours per month during securities trading hours. Duties include managing staff, preparing and reviewing accounting work and tax returns. (2) Bespoke Tax Strategy and PCA, P.C.; investment-related; 315 Deaderick Street, Suite 1550, Nashville TN 37238; CPA firm; Vice President; Start Date: 1/1/2024; 70 hours per month, 2 during securities trading hours; accounting and tax prep.

Exams

• S66 Uniform Combined State Law Examination
  2008-02-29

Other Names

• William Paul Hallmann
• William P. Hallmann