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RIA / WealthAdvisor21 years in industry

WILLIAM JAMES TASKER

Advisor at 4WEALTH ADVISORS, INC.

TINLEY PARK, IL | BURR RIDGE, IL

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Search this name across graphsid dfx:ria:22fb501d-7f84-fd9e-8d44-126c5ea4a268

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 26, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: 4WEALTH ADVISORS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 25, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 1
Exams: S66
First exam: Apr 25, 2005
First registration: Apr 26, 2005
Dual registered: no
Other names: BILL JAMES TASKER
IAPD individual key: 4895684

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MACH 6, LLC	State registered	Mar 1, 2024	n/a	yes	TINLEY PARK, IL	Current employment
4WEALTH ADVISORS, INC.	Independent wealth	Sep 27, 2021	n/a	yes	BURR RIDGE, IL	Current employment
RETIREMENT INCOME MANAGEMENT, INC.	n/a	Sep 17, 2012	Dec 31, 2024	no	WARRENVILLE, IL	Previous registration
CAPITAL MANAGEMENT ASSOCIATES,INC.	n/a	Nov 30, 2009	Sep 18, 2012	no	LISLE, IL	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jul 20, 2005	Oct 21, 2008	no	PEORIA, IL\|PEORIA, IL	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Apr 26, 2005	Jun 4, 2005	no	TINLEY PARK, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RETIREMENT INCOME MANAGEMENT, INC.	4WEALTH ADVISORS, INC.	Dec 31, 2024	Sep 27, 2021	-1,191	Firm change after gap	Other
CAPITAL MANAGEMENT ASSOCIATES,INC.	RETIREMENT INCOME MANAGEMENT, INC.	Sep 18, 2012	Sep 17, 2012	-1	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	CAPITAL MANAGEMENT ASSOCIATES,INC.	Oct 21, 2008	Nov 30, 2009	405	Firm change after gap	Other
AMERIPRISE FINANCIAL SERVICES, LLC	VALIC FINANCIAL ADVISORS, INC.	Jun 4, 2005	Jul 20, 2005	46	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
164871:129727:IL:2024-12-31	Dec 31, 2024	Sep 27, 2021	WARRENVILLE, IL	Firm change after gap

Relationships

Registered with (6)

→ MACH 6, LLCRegistered adviserregistration: current employment
Mar 1, 2024 to presentfactForm ADV
→ 4WEALTH ADVISORS, INC.Registered adviserregistration: current employment
Sep 27, 2021 to presentfactForm ADV
→ RETIREMENT INCOME MANAGEMENT, INC.Registered adviserregistration: previous registration
Sep 17, 2012 to Dec 31, 2024factForm ADV
→ CAPITAL MANAGEMENT ASSOCIATES,INC.Registered adviserregistration: previous registration
Nov 30, 2009 to Sep 18, 2012factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jul 20, 2005 to Oct 21, 2008factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Apr 26, 2005 to Jun 4, 2005factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
William James Tasker left Retirement Income Management, Inc. for 4Wealth Advisors, Inc. (registered 2021-09-27)
Form ADVobserved 4 days ago