William Jenkins (CRD# 5342253) is an Investment Advisor Representative working at Comprehensive Wealth Planning, LLC in Shawnee, KS and has over 8 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 |
|---|---|---|---|
| Moneta Group Investment Advisors, LLC | St. Louis, MO | Jul 2022 - Current | 1 |
| Hdq Wealth | Kansas City, MO | Jul 2021 - Current | 2 |
| Jenkins Legal, LLC | Shawnee, KS | Nov 2014 - Current | 9 |
| Usi Insurance Services | Overland Park, KS | Aug 2021 - Jul 2022 | < 1 |
| Lewer Financial Advisors, LLC | Kansas City, MO | May 2019 - Aug 2021 | 2 |
| Lewer Agency, Inc. | Kansas City, MO | May 2019 - Aug 2021 | 2 |
| Us Army / Ks National Guard | Topeka, KS | Jun 1999 - Jun 2021 | 22 |
| Massmutual Life Insurance Co | Overland Park, KS | Dec 2014 - Apr 2019 | 4 |
| Mml Investors Services LLC | Overland Park, KS | Dec 2014 - Apr 2019 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- KS
- MO
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts91ACCOUNTS
-
Average Account Value$76,923
- 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
- Educational seminars/workshops
KS, MO
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