William John Schratz

Employer firm

Allworth Financial, L.p. CRD 111167

$33.6B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• 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

• 12/2014 → Present
  Southwest Airlines
  Dallas, TX
• 01/2019 → Present
  Raa
  Addison, TX
• 01/2020 → Present
  Allworth Financial, L.P.
  Sacramento, CA

Previous Registrations

• 2019-01-10 → 2020-01-07
  Raa
  Canonsburg, PA
  Addison, TX

Other Businesses

William is a pilot for Southwest Airlines. His duties do not interfere with his duties at RAA. It is not investment related. William flies approximately 80 hours per month.

Other Names

• Bill Schratz