William Kapteyn
William Kapteyn is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grand Rapids, MI, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6677 Crossings Drive SE, Suite 2, Grand Rapids, MI, 49508
Get directionsHistory
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 Activities
William owns rental real estate through Kapteyn Holdings, LLC, dedicating minimal time. He also serves as a branch manager and provides advisory services with RJFS, and is a managing member of The Kapteyn Group, Financial Partners, LLC, dedicating about half of his time or more.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Royal Advisors, LLC
Royal Securities CompanyBroker
First American National Securities, INC.Broker
State Registrations26 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.