William Kenton is a CFP-designated registered investment advisor, based in Waukesha, WI, with 23 years of industry experience.
Location
1900 Airport Road, Suite A, Waukesha, WI, 53188
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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 is a Certified Financial Planner at Financial Solutions, LLC, dedicating nearly full-time hours to investment advisory activities. He also works as an insurance agent for life, health, and accident insurance, spending minimal time on this activity.
Employment History
Current Registrations
World Investments, LLCBroker
World Investment Advisors, LLC
Previous Registrations
Royal Alliance Associates, INC.
Financial Solutions, LLC
Osaic Wealth, INC.Broker
U.S. Bancorp Investments, INC.Broker
Edward JonesBroker
State Registrations29 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.