William McAlpin, financial advisor Overland Park KS

William McAlpin

CRD Number: 5595164
Current Firm: Creativeone Wealth, LLC

William McAlpin (CRD# 5595164) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Changepath, LLC Overland Park, KS Jan 2022 - Current 2
Alphastar Capital Management, LLC Cornelius, NC May 2020 - Jan 2022 1
Pruco Securities LLC Jacksonville, FL May 2019 - Mar 2020 < 1
The Prudential Insurance Company Of America Jacksonville, FL May 2019 - Mar 2020 < 1
Nylife Securities, LLC Macon, GA Nov 2017 - May 2019 1
New York Life Insurance Macon, GA Oct 2017 - May 2019 1
Mwa Financial Services Inc. Rock Island, IL Sep 2008 - Oct 2017 9
Modern Woodmen Of America Rock Island, IL Sep 2007 - Oct 2017 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2019
S63 Uniform Securities State Law Examination Jan 2009
Contact Info for William C. McAlpin
Phone Number: (888) 798-2360
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    2,880
    MILLIONS
  • Total Number of Accounts
    19,806
    ACCOUNTS
  • Average Account Value
    $145,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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