William Padek
Advisor at Centerpoint Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Centerpoint Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Overland Park, KS 66213
Credentials
Series 63, Series 65
Industry experience
40 years
William Padek is a financial advisor at Centerpoint Advisory Group, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2002, Personal Financial Group from 2011 to 2019, and joined Centerpoint Advisory Group in 2022. Centerpoint Advisory Group provides advisory services to individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, pension consulting, and referrals to third-party managers. The firm uses a combination of fundamental, technical, quantitative, cyclical, and modern portfolio theory analyses and employs various trading strategies, managing accounts primarily on a discretionary basis with ongoing monitoring and regular reporting.
Based on Centerpoint Advisory Group, LLC
Based on Centerpoint Advisory Group, LLC
Financial planning fixed fees between $0 and $100,000 (negotiable)
Up to 1.35% per year (negotiable)
Certain representatives are registered representatives of LPL Financial and accept commissions for sale of investment products; commissions are not the firm's primary source of compensation.
Account minimum: $400,000 (may be waived at discretion)
7450 West 130 Th Street, Suite 410
Overland Park, KS 66213
Kansas · Pennsylvania · Texas
Centerpoint Advisory Group, LLC
2022 - Present (4 years)
Personal Financial Group
2011 - 2019 (8 years)
LPL Financial
2002 - Present (24 years)
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