Bill Day
Bill Day is a registered investment advisor at Cetera Investment Advisers LLC, based in Overland Park, KS, with 29 years of industry experience. Bill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4400 W 109th St Ste 250, Overland Park, KS, 66211
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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
Bill works as a wealth advisor for CWM, DBA Carson Partners and Carson Wealth, providing advisory and brokerage services, dedicating nearly full-time hours to these roles. He also sells fixed insurance products, including life, health, disability, annuities, and long-term care, spending a few hours per week on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cwm, LLC
Previous Registrations
Cetera Advisor Networks LLC
Geneos Wealth Management, INC.
Integrated Wealth Advisory Services, INC.
Geneos Wealth Management, INC.Broker
Prudential Annuities Distributors, INCBroker
Sun Life Financial Distributors, INC.Broker
Guardian Investor Services LLCBroker
Jackson National Life Distributors, INC.Broker
National Planning CorporationBroker
George K. Baum & CompanyBroker
Boatmen's Investment Services, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations28 states
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