Primerica Advisors
42yrs
Top advisor by experience in Leominster
31yrs
William Hackler
Full name on record: William Daniel Hackler
Financial advisor at Integrated Wealth Concepts
Based in Leominster, Massachusetts, William Hackler is a fiduciary financial advisor with 31 years of industry experience. William has been with Integrated Wealth Concepts since 2016; before that, William spent two years at Osaic Fa. Integrated Wealth Concepts offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 31 advisors with offices in Leominster, and one of 26 fiduciaries.
At a glance
Experience31 years (since 1996)
How that compares ?Top 14% by experience at Integrated Wealth Concepts
Office435 Lancaster Street Suite 210b, Leominster, MA 01453
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$781,916
Advisors at the firm475
States licensed ?2 states
Services through Integrated Wealth Concepts
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowIntegrated Wealth Concepts LLCCurrent firm
- 2014 – 2016Osaic Fa, Inc.Previously
Contact William
(781) 890-3045Firm headquarters in Waltham, MA. Ask for William. 435 Lancaster Street Suite 210bLeominster, MA 01453Office · Get directions YouTube channelIntegrated Wealth Concepts
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Questions to ask William
Tailored to William’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About William
How do I contact William?
Call Integrated Wealth Concepts at (781) 890-3045 and ask for William Hackler. William works from the Leominster, MA office.
How long has William been a financial advisor?
William has been in the industry since 1996, about 31 years. Top 14% by experience at Integrated Wealth Concepts.
What licenses does William hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Integrated Wealth Concepts reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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