WG
WG

William Gevers

32 Years of Experience
Issaquah, WA
Sells Insurance

William Gevers is a registered investment advisor at Gevers Wealth Management, based in Issaquah, WA, with 32 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only
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Location

5825 221st Place Se, Suite 102, Issaquah, WA, 98027

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

William is involved in several outside business activities, including owning rental properties and volunteering as a debt counselor. He also sells fixed insurance products, including life, health, disability, fixed annuities, and long-term care insurance, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Gevers Wealth Management
February 2026 - Present · 3 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - February 2026 · 2 yrs 8 mos
Cetera Advisor Networks LLC
July 1997 - June 2023 · 25 yrs 11 mos
Capital Planning CORP
February 1994 - December 2005 · 11 yrs 10 mos
Cetera Wealth Services, LLCBroker
September 1993 - February 2026 · 32 yrs 5 mos
State Registrations1 state
WA
Advisor

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
No exam information available for this advisor.