William Hallmann has been an investment adviser representative at Craft Asset Management since June 2023, and is not listed among the firm’s executive officers or direct owners. William Hallmann holds a Bachelor of Science in Accountancy from Ferris State University and an Associate in Applied Science in Architectural Technology from Ferris State University.
Craft Asset Management LLC is a Tampa, FL firm with $121M under management, 224 clients and 8 advisers across 6 offices, as of its September 2026 filing.
William Hallmann is an Investment Advisor Representative at Craft Wealth Services, with more than 35 years of experience providing financial guidance to individuals, families and business owners. He has been a Certified Public Accountant since October 1991. He was founder and owner of Hallmann Advisors, CPA, P.C. in Clarkston, Michigan, for 35 years, and is a co-founding shareholder of Bespoke Tax Strategy, CPA, P.C. in Nashville, Tennessee.
William Hallmann’s longest registration was 10 years at Royal Alliance Associates, Inc. (2010–2020). Before joining Craft Asset Management in 2023, William Hallmann was registered through LPL Financial LLC and Royal Alliance Associates, Inc.
- Craft Wealth ServicesCurrent– present · 3 yearsNashville, TN · Adviser representative · Firm CRD 289557
- LPL Financial LLC– · 2 yearsClarkston, MI · Adviser representative · Firm CRD 6413
- Royal Alliance Associates, Inc.– · 10 yearsClarkston, MI · Adviser representative · Firm CRD 23131
Professional designations
Listed by Craft Asset Management
- Certified Public Accountant (CPA)
Investment adviser representative registrations
William Hallmann is registered as an investment adviser representative in Michigan, since June 2023.
- MichiganSince 14 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 February 2008 |
| Series 7 | General Securities Representative Examination | 13 November 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- William P Hallmann
- CRD
- 3266780
- Firm
- Craft Asset Management · CRD 289557
- Office
- 315 DEADERICK STREET, SUITE 1550, Nashville, TN 37238
- Registration
- Investment adviser registration
- In the industry since
- November 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- craftwealthservices.com
Where does William Hallmann work?
William Hallmann is an investment adviser representative registered through Craft Asset Management LLC since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is William Hallmann a financial advisor?
Yes. William Hallmann has a current investment-adviser registration in Michigan, through Craft Asset Management since June 2023.
How many years of experience does William Hallmann have?
William Hallmann has 18 years in the financial industry, since November 2007, across 3 adviser firms.
What exams has William Hallmann passed?
William Hallmann has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2007. FINRA credited William Hallmann with the SIE, which began in October 2018.
Where did William Hallmann work before Craft Asset Management?
Before Craft Asset Management, William Hallmann was registered through LPL Financial LLC, November 2020 to June 2023; Royal Alliance Associates, Inc., January 2010 to November 2020.
Where is William Hallmann based?
William Hallmann’s registered office is in Nashville, TN.
Is William Hallmann registered with FINRA?
No. William Hallmann has no current broker registration.
How can I verify William Hallmann’s record?
Search CRD 3266780 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Hallmann’s full registration record.
