Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Kumpe is a financial advisor at 360 IRA. William has a Series 65 license. William has been working as a financial advisor since 2018. Prior to that, William worked for the Social Security Administration. William is also the owner of the Law Office of William Kumpe and is a licensed insurance agent.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Referral fees
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2
MO
09/20/2018 - Present
360 IRA (St. Louis MO)
IA
Issued 04/08/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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