William Wiley
William Wiley is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Kansas City, MO, with 43 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
6161 NW Barry Rd, Kansas City, MO, 64154
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2002Other Business Activities
William owns a single-family residential rental real estate property since 2019. He spends about 10-20% of his time maintaining the property and collecting rent.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Great Western Financial Securities CorporationBroker
Essex National Securities, INC.Broker
First Interstate Investments,inc.Broker
Royal Alliance Associates, INC.Broker
Kavanaugh Securities, INC.Broker
Financial Network Investment CorporationBroker
Waddell & Reed, INC.Broker
State Registrations27 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.
Exams
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