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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Todd Easley is a financial advisor with over 30 years of experience in the financial services industry. William has a strong background in investment advisory, financial planning and portfolio management. Currently, William is registered with Cetera Investment Advisers LLC, where William provides financial planning and investment management services to a range of clients, including individuals, families, businesses, and retirement plans. In addition to his current role at Cetera Investment Advisers LLC, William has held previous positions with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., George K. Baum & Company, Piper Jaffray Inc., and IDS Life Insurance Company. William holds a Series 7, Series 31 and Series 63 license and is also a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®).
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.
Guidance on pension options to ensure a secure financial future.
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.
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IN
03/21/2024 - Present
Cetera Investment Advisers LLC (CARMEL IN)
KS
06/01/2009 - 08/03/2009
MORGAN STANLEY SMITH BARNEY (LEAWOOD KS)
KS
11/20/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LEAWOOD KS)
MO
09/03/1998 - 11/21/2000
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
MN
02/03/1995 - 09/23/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MN
02/26/1987 - 02/09/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/26/1987 - 02/09/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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