William J Backscheider
Investment adviser representative at Mcf Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Mcf Advisors, LLCApr 2026 to now
- LPL Financial LLCSep 2025 to Apr 2026
- Truepoint Wealth CounselOct 2021 to Aug 2025
- Bartlett Wealth ManagementOct 2020 to Oct 2021
- UnemployedMay 2020 to Oct 2020
- Full-time EducationAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (KY).
Mcf Advisors, LLC
$4.7BAssets managed
3,539Clients
33Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6521812
- Firm CRD
- 130372