Advisor at Bill Opp Fixed Income Advisory Service, 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.
Firm
Bill Opp Fixed Income Advisory Service, LLC
Location
Golden, CO
Credentials
Series 63, Series 65
Industry experience
16 years
Willis Opp is the sole advisor at Bill Opp Fixed Income Advisory Service, LLC, based in Golden, CO. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. Since 2008, he has managed the firm, focusing on fixed-income securities. Bill Opp Fixed Income Advisory Service specializes in fixed-income advisory services primarily for high-net-worth individuals and banking institutions. The firm emphasizes detailed bond-level analysis and manages accounts mostly on a non-discretionary basis, with a notable focus on bank-oriented services and a fixed-fee billing model.
Fee-only: Fixed fee based on portfolio size, new money invested, number of bond positions, and reporting frequency; never exceeding 0.4% of total account value.
Golden, CO
Colorado
Bill Opp Fixed Income Advisory Service, LLC
2008 - Present (18 years)
Retired/unemployed
2008 - Present (18 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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