WE
William S. Eden
VERTIS WEALTH
Fort Smith, AR 72905
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CRD#: 1041630
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Professional summary
William Standley Eden, who also goes by Stan Eden, William Stan Eden, is a registered financial advisor currently at VERTIS WEALTH, LLC located in Fort Smith, Arkansas.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. William has worked at 15 firms and has passed the Series 65, Series 63, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Stan Eden | William Stan Eden
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) EDEN FINANCIAL GROUP, INC.; YES INVESTMENT RELATED; 2221 FIANNA OAKS DR., FORT SMITH, ARKANSAS 72908; INSURANCE SALES; AGENT/PRESIDENT; START DATE 08/1983; 100 HRS PER MONTH; 75 HRS DURING TRADING; INSURANCE SALES AND SERVICES.
CRS (Client Relationship Summary) - RIA
Click below to view William Standley Eden's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 22, 2021 - Present
VERTIS WEALTH, LLC
Office #1: 8901 Jenny Lind Rd Ste 9a, Fort Smith, AR 72905RIA
CRD#: 307270
Fort Smith, AR
Past
April 8, 2021 - May 12, 2021
VERTIS WEALTH, LLC
RIA
CRD#: 307270
FORT SMITH, AR
Past
August 25, 2016 - October 4, 2021
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Fort Smith, AR
Past
April 24, 2014 - August 26, 2016
BROOKSTONE CAPITAL MANAGEMENT LLC
RIA
CRD#: 141413
FORT SMITH, AR
Past
June 30, 2010 - April 24, 2014
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.
RIA
CRD#: 132070
FORT SMITH, AR
Past
July 2, 2008 - May 27, 2010
RIDGEWAY & CONGER, INC.
BD
CRD#: 113055
NEW WOODSTOCK, NY
Past
July 1, 2008 - May 27, 2010
RIDGEWAY CONGER ADVISORY SERVICES
RIA
CRD#: 139372
FORT SMITH, AR
Past
March 17, 2008 - July 11, 2008
FIRST INDEPENDENT ADVISORY SERVICES, INC.
RIA
CRD#: 132678
FORT SMITH, AR
Past
January 17, 2008 - July 11, 2008
FIRST INDEPENDENT FINANCIAL SERVICES, INC.
BD
CRD#: 128904
FORT SMITH, AR
Past
July 3, 2007 - March 17, 2008
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
FORT SMITH, AR
Past
October 18, 2006 - July 3, 2007
EDEN & ASSOCIATES, INC.
RIA
CRD#: 141095
FORT SMITH, AR
Past
April 2, 2001 - March 7, 2006
USALLIANZ SECURITIES, INC.
BD
CRD#: 40875
MINNEAPOLIS, MN
Past
July 19, 1994 - December 11, 1996
AMERICAN GENERAL EQUITY SERVICES CORPORATION
BD
CRD#: 5435
HOUSTON, TX
Past
February 15, 1990 - June 7, 1994
LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION
BD
CRD#: 5178
FORT WAYNE, IN
Past
January 18, 1985 - December 5, 1989
MONEY CONCEPTS CAPITAL CORP
BD
CRD#: 12963
PALM BEACH GARDENS, FL
Past
May 24, 1982 - February 4, 1985
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VW
VERTIS WEALTH, LLC
TRIFOUND ADVISORY LLC | VERTIS WEALTH, LLC | TRIFOUND ADVISORY, LLC
CRD#: 307270 / SEC#: 801-132579
RIA
Registered Investment Advisory firm - (4/28/2025 Approved)Alabama
Registered Investment Advisory firm - (5/27/2025 Terminated)Arkansas
Registered Investment Advisory firm - (5/29/2025 Terminated)Florida
Registered Investment Advisory firm - (5/27/2025 Terminated)Georgia
Registered Investment Advisory firm - (5/28/2025 Terminated)Illinois
Registered Investment Advisory firm - (5/27/2025 Terminated)Indiana
Registered Investment Advisory firm - (5/28/2025 Terminated)Michigan
Registered Investment Advisory firm - (6/5/2025 Terminated)New Jersey
Registered Investment Advisory firm - (5/2/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/28/2025 Terminated)Tennessee
Registered Investment Advisory firm - (5/27/2025 Terminated)Texas
Registered Investment Advisory firm - (5/27/2025 Terminated)Washington
Registered Investment Advisory firm - (6/27/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arkansas(10/22/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VW
VERTIS WEALTH, LLC
TRIFOUND ADVISORY LLC | VERTIS WEALTH, LLC | TRIFOUND ADVISORY, LLC
CRD#: 307270 / SEC#: 801-132579
RIA
Registered Investment Advisory firm - (4/28/2025 Approved)Alabama
Registered Investment Advisory firm - (5/27/2025 Terminated)Arkansas
Registered Investment Advisory firm - (5/29/2025 Terminated)Florida
Registered Investment Advisory firm - (5/27/2025 Terminated)Georgia
Registered Investment Advisory firm - (5/28/2025 Terminated)Illinois
Registered Investment Advisory firm - (5/27/2025 Terminated)Indiana
Registered Investment Advisory firm - (5/28/2025 Terminated)Michigan
Registered Investment Advisory firm - (6/5/2025 Terminated)New Jersey
Registered Investment Advisory firm - (5/2/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (5/28/2025 Terminated)Tennessee
Registered Investment Advisory firm - (5/27/2025 Terminated)Texas
Registered Investment Advisory firm - (5/27/2025 Terminated)Washington
Registered Investment Advisory firm - (6/27/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
107 W. Michigan Ave. Unit 3, Kalamazoo, MI 49007
Mailing Address
Phone number
(774) 874-3686
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,850 |
| AUM (Assets Under Management) | $ 115,077,651 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
