Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
3845 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

This firm offers financial planning, financial wellness, and investment management services. Fees vary depending on the service and platform used. Contact the firm for specific fee information, as fees can vary based on the Financial Professional and client location. The firm does not specify AUM fee tiers in this brochure.

Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningEducation PlanningDivorce PlanningSpecial Needs PlanningInvestment Management
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Advisor Information

Office location

807 S. Third St., Ironton, OH, 45638

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Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

William is a board member for Young Life Huntington and the Rotary Club of Barboursville WV, and co-owner of Creative Financial Solutions LLC. He is also an advisory representative of a RIA, an independent insurance agent, a tax preparer, and owns rental properties.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
March 2014 - Present · 11 yrs 10 mos
Cambridge Investment Research, INC.Broker
March 2014 - Present · 11 yrs 10 mos
Creative Financial Solutions, LLC
July 2002 - Present · 23 yrs 6 mos
Previous Registrations
Wrp Investments, INC.
July 2000 - March 2014 · 13 yrs 8 mos
Creative Financial Solutions, LLC
November 1999 - December 2006 · 7 yrs 1 mo
Wrp Investments, INC.Broker
August 1996 - March 2014 · 17 yrs 7 mos
State Registrations9 states
FLGAKSKYNCOHSCTXWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.