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William Edward Hennum

Craft Asset Management

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About William Edward Hennum

William Edward Hennum is an investment advisor representative with Craft Asset Management, a Registered Investment Adviser located in Tampa, Florida. William has been in the industry for over 8 years, with previous roles at Raymond James & Associates, Inc. and Shay Financial Services, Inc. William has a Series 63 and Series 65 license and is registered in Florida and California. William has a combined regulatory assets under management of over $83 million.

Firm Information

William Hennum is currently registered with Craft Asset Management. Craft Asset Management is a registered investment advisor based in TAMPA, FL. They specialize in providing financial planning and portfolio management services to individuals and high-net-worth individuals. Craft Asset Management manages approximately $83.5 million in assets for 542 clients. The firm has 6 licensed agents and 7 investment advisor representatives.
Craft Asset Management

615 CHANNELSIDE DRIVE

TAMPA, FL 33602

$83.50M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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William Hennum’s Registration & Firm History

FL

05/20/2021 - Present

Craft Asset Management (TAMPA FL)

TN

02/26/2015 - 09/21/2016

RAYMOND JAMES & ASSOCIATES, INC. (MEMPHIS TN)

TN

07/02/2013 - 12/05/2013

SHAY FINANCIAL SERVICES, INC. (MEMPHIS TN)

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Licenses & Designations

IA

Issued 05/18/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/29/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/21/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Edward Hennum.
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