William James Hawkins

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 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

• 09/2014 → 12/2016
  Rosati Specialties Llc
  Clinton Township, MI
• 12/2016 → 06/2022
  Rocket Mortgage
  Detroit, MI
• 06/2022 → 10/2023
  Thumbprint Financial
  Mount Clemens, MI
• 10/2023 → 11/2024
  Next Door Lending
  Bingham Farms, MI
• 05/2024 → Present
  New Possibilities Financial Group
  Clinton Township, MI
• 03/2025 → Present
  United Planners Financial Services
  Scottsdale, AZ
• 04/2024 → Present
  William Hawkins
  Clinton Township, MI
• 02/2026 → Present
  Guaranteed Rate
  Shelby Township, MI

Other Businesses

1.) NEW POSSIBILITIES FINANCIAL GROUP - ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - CLINTON TOWNSHIP, MI - SINCE 04/2024 - INVESTMENT RELATED 2.) WILLIAM HAWKINS - LIFE INSURANCE AGENT - NON-VARIABLE INSURANCE - CLINTON TOWNSHIP, MI - SINCE 04/2024 - INVESTMENT RELATED 3.) GUARANTEED RATE - LOAN OFFICER - MORTGAGE RELATED SERVICES - SHELBY TOWNSHIP, MI - SINCE 02/2026 - INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2025-09-19