Bill Day (CRD# 2301629) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Overland Park, KS and has over 30 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
Iwas Holdings, Inc. | Overland Park, KS | May 2023 - Current | < 1 |
Cwm, Dba Carson Partners - Crd 155344 | Overland Park, KS | Apr 2023 - Current | 1 |
Cwm, Llc Dba Carson Wealth - Kansas City | Overland Park, KS | Apr 2023 - Current | 1 |
Cwm, Llc Dba Carson Group Holdings | Overland Park, KS | Apr 2023 - Current | 1 |
Cetera Advisor Networks LLC | El Segundo, CA | Apr 2023 - Current | 1 |
Growing Days, LLC | Leawood, KS | Mar 2017 - Current | 7 |
Integrated Wealth Advisory Services Inc. | Overland Park, KS | Jan 2013 - May 2023 | 10 |
Geneos Wealth Management Inc. | Overland Park, KS | Jan 2013 - Apr 2023 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1993 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2013 |
- KS
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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