William Padek
William Padek is a registered investment advisor at Centerpoint Advisory Group, LLC, based in Overland Park, KS, with 40 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 276 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fees are negotiable.
Fee Estimator
Location
7450 West 130th St, Ste 410, Overland Park, KS, 66213
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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 →Employment History
Current Registrations
Centerpoint Advisory Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Personal Financial Group
Personal Financial Group
LPL Financial LLC
Mfs Fund Distributors, INC.Broker
Mfs Financial Services, INC.Broker
Stephens INC.Broker
Painewebber IncorporatedBroker
Geodyne Securities, INC.Broker
Mcneil Securities CorporationBroker
Unit Securities, INC.Broker
Rotan Mosle INC.Broker
State Registrations15 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.