William James Lafleur

Employer firm

Sovran Advisors, LLC CRD 329415

$1.87B regulatory AUM 69 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → 02/2018
  Mutual Of Omaha Bank
  San Diego, CA
• 02/2018 → 10/2020
  Self Employed
  San Diego, CA
• 10/2020 → 02/2025
  Wcg Wealth Advisors, Llc
  San Diego, CA
• 02/2025 → Present
  Sovran Advisors, Llc
  San Diego, CA

Previous Registrations

• 2020-10-21 → 2025-03-12
  The Wealth Consulting Group
  Las Vegas, NV
  San Diego, CA
• 2007-05-16 → 2011-11-22
  Buechler Capital Asset Management, Llc
  La Jolla, CA

Other Businesses

1. NAME OF OTHER BUSINESS: Limited Power of Attorney INVESTMENT RELATED: yes ADDRESS: Personal Residence NATURE OF BUSINESS: Power of Atty for Daughter START DATE: 03/01/2021 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: Power of Atty BRIEF DESCRIPTION OF DUTIES: monitor investment accounts pro bono for family members 2. NAME OF OTHER BUSINESS: Limited Power of Attorney INVESTMENT RELATED: yes ADDRESS: Personal Residence NATURE OF BUSINESS: Power of Atty for Niece START DATE: 01/28/2015 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: Power of Atty BRIEF DESCRIPTION OF DUTIES: monitor investment accounts pro bono for family members 3. NAME OF OTHER BUSINESS: Limited Power of Attorney INVESTMENT RELATED: yes ADDRESS: Personal Residence NATURE OF BUSINESS: Power of Atty for Niece START DATE: 01/30/2016 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: Power of Atty BRIEF DESCRIPTION OF DUTIES: monitor investment accounts pro bono for family members 4. NAME OF OTHER BUSINESS: Limited Power of Attorney INVESTMENT RELATED: yes ADDRESS: Personal Residence NATURE OF BUSINESS: Power of Atty for Sibling START DATE: 01/31/2015 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: Power of Atty BRIEF DESCRIPTION OF DUTIES: monitor investment accounts pro bono for family members 5. NAME OF OTHER BUSINESS: Limited Power of Attorney INVESTMENT RELATED: yes ADDRESS: Personal Residence NATURE OF BUSINESS: Power of Atty for Niece START DATE: 01/30/2016 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: Power of Atty BRIEF DESCRIPTION OF DUTIES: monitor investment accounts pro bono for family members 6. NAME OF OTHER BUSINESS: Limited Power of Attorney INVESTMENT RELATED: yes ADDRESS: Personal Residence NATURE OF BUSINESS: Power of Atty for Nephew START DATE: 01/30/2023 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: Power of Atty BRIEF DESCRIPTION OF DUTIES: monitor investment accounts pro bono for family members

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-16