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William Powell

Advisor at Mariner Independent

Updated today

Location

Oakbrook Terrace, IL 60181

Credentials

Series 63, Series 66

Industry experience

15 years

About

William Powell is a financial advisor with Mariner Independent and holds Series 63 and Series 66 licenses. He has 15 years of industry experience, including roles at Fidelity Investments, T.D. Ameritrade, and Beer House. Powell is currently associated with Fortitude Financial Partners and Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, and third-party manager access through a platform that integrates institutional and retirement plan resources.

Client services

Based on Mariner Independent

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Mariner Independent

Private / alternative investments Options & derivatives strategies Concentrated stock management

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Fee options

Fixed

Financial planning and consulting services may be billed as fixed fees; amounts vary.

Percentage

Up to 2.50% per annum, negotiable depending on client circumstances

Commissions

Certain advisory personnel licensed insurance agents receive commissions for insurance product sales.

Project-based

Financial planning and consulting services may be billed hourly; amounts vary.

Other

Account minimum: $100,000 Minimum fee: May apply as set forth in client Agreement, amounts not specified. Fee-only: Financial planning and consulting fees generally billed on a fixed fee basis, hourly rate, or percentage of assets, depending on service level and professional.

Location

1 Mid America Plaza, Suite 1030

Oakbrook Terrace, IL 60181

Most active in

Illinois

Work history

Fortitude Financial Partners

2025 - Present (1 year)

Mariner Platform Solutions

2025 - Present (1 year)

Fidelity Investments

2025 - 2025 (1 year)

Fidelity Brokerage Services LLC

2025 - 2025 (1 year)

FIDELITY Personal and Workplace Advisors

2018 - 2025 (7 years)

FIDELITY Personal and Workplace Advisors

2016 - 2018 (2 years)

Beer House

2013 - 2016 (3 years)

T.D. Ameritrade

2011 - 2016 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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General retirement planning Social Security optimization Tax-loss harvesting
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General retirement planning General tax planning Passive / index investing Real estate investing
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