William Stoddart
William Stoddart is a registered investment advisor at M Holdings Securities, INC., based in Prairie Village, KS, with 42 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
3500 W. 75th Street, Suite 200, Prairie Village, KS, 66208
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William owns WES LLC and receives commissions from McInnes Group. He is also the VP of Financial Services at McInnes Group, where he is involved in insurance sales and assisting other producers, dedicating full-time hours to this role.
Employment History
Current Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
LPL Financial LLCBroker
M Holdings Securities, INC.Broker
NFP Securities, INC.Broker
Pacific Select Distributors, INC.Broker
Mutual Service CorporationBroker
Manequity, INC.Broker
Fsc Securities CorporationBroker
Walnut Street Securities, INC.Broker
Manequity, INC.Broker
New England SecuritiesBroker
Nwnl Management CorporationBroker
Manequity, INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.