Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Simpson is a financial advisor with over 30 years of experience in the financial services industry. William is currently registered with FBL Wealth Management, LLC, and holds registrations in Arizona, Idaho, Kansas, New Mexico, Ohio, Oklahoma, Oregon, Texas and Washington. William has a wide range of experience in financial planning, investment advisory, and insurance services. William works with a variety of clients, including high net worth individuals, businesses, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Third-party management fees
1
2
IA
09/23/2020 - Present
FBL Wealth Management, LLC (West Des Moines IA)
AZ
05/28/2010 - 07/23/2014
ALLSTATE FINANCIAL SERVICES, LLC (CHANDLER AZ)
WA
04/28/2004 - 05/21/2010
ALLSTATE FINANCIAL SERVICES, LLC (SNOHOMISH WA)
OH
01/02/1996 - 04/20/2004
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
OH
01/14/1994 - 12/31/1995
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NA
11/21/1984 - 09/27/1985
METROPOLITAN LIFE INSURANCE COMPANY
NA
03/25/1983 - 10/29/1984
EQUICO SECURITIES, INC.
NA
03/25/1983 - 10/29/1984
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 03/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/1994
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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