Chambers Financial Group, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Chambers Financial Group, LLC provides investment advisory and portfolio management services to individual clients, including both high‑net‑worth and non‑HNW investors, through managed accounts and written investment strategies. The firm advises on allocations among cash, stocks, bonds, mutual funds and annuities and offers both discretionary and non‑discretionary management.
Advisory services are tailored to each client’s objectives, time horizon, and risk tolerance, with documented suitability checks and the ability for clients to impose written restrictions on investments. The firm uses a mix of approaches — including asset allocation, dollar‑cost averaging, technical analysis, and short‑ and long‑term purchase strategies — and performs at least quarterly account reviews and reporting.
A distinctive feature is that the firm’s principals are licensed insurance agents and may offer insurance and annuity products, a potential conflict of interest disclosed in the brochure that clients may choose whether to use. The brochure also notes principals’ involvement in personal real estate businesses and the firm’s operational practice of recommending a specific qualified custodian and maintaining limited custody for fee deduction, which prospective clients may wish to consider.
Client services
Expertise
Fee options
$0 - $100,000: 1.65% $100,001 - $250,000: 1.55% $250,001 - $500,000: 1.45% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.15% $2,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85%
Main office
2010 Velp Ave.
Green Bay WI 54303
Advisors at this office
2
Most active in
Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
William C
CFP®, ChFC®, Series 63
Green Bay, WI
Chambers Financial Group, LLC.
William Chambers is a CFP® and ChFC® with 44 years of experience in the financial services industry. He is a principal at Chambers Financial Group, LLC, where he has worked since 2018, following seven years at Packerland Brokerage Services Inc. Outside of his advisory role, Chambers is involved in several business ventures, including hotel management partnerships and land development enterprises in Green Bay, Wisconsin. Chambers Financial Group provides investment advisory services to individual clients, including both high-net-worth and non-HNW households, managing approximately $43.5 million in client assets. The firm’s investment approach is tailored to client-specific objectives and risk tolerance, employing various strategies such as asset allocation and technical analysis, and offers both discretionary and non-discretionary advisory relationships.
Wendy L
CFP®, Series 63
Green Bay, WI
Chambers Financial Group, LLC.
Wendy Loch is a CFP® with 21 years of industry experience, currently serving as an advisor at Chambers Financial Group, LLC. She has worked at Chambers Financial Group since 2007 and previously spent seven years at Packerland Brokerage Services Inc. Outside of her advisory role, Loch is involved in hospitality through membership in two hotel-related entities. Chambers Financial Group provides investment advisory services to individual clients, including both high-net-worth and non-HNW households. The firm’s investment approach is tailored to client-specific objectives, time horizons, and risk tolerance, employing strategies such as asset allocation and dollar-cost averaging.
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