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William W. Bantrup

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CRD#: 11943
WB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

William Walter Bantrup was a registered financial professional .

William is a previously registered financial professional and started their career in finance in 1961. William had worked at 4 firms and has passed the Series 65, Series 63, SIE, PC and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 27, 2016 - March 31, 2016

MOLONEY INVESTMENT ADVISORY LLC

RIA
CRD#: 282140
LEE'S SUMMIT, MO
Past

August 21, 2002 - March 31, 2016

MOLONEY SECURITIES CO., INC.

RIA
CRD#: 38535
LEE'S SUMMIT, MO
Past

January 9, 2002 - March 31, 2016

MOLONEY SECURITIES CO., INC.

BD
CRD#: 38535
MANCHESTER, MO
Past

March 23, 1990 - December 31, 2001

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

November 13, 1961 - March 23, 1990

B.C. CHRISTOPHER SECURITIES CO.

BD
CRD#: 60
KANSAS CITY, MO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/9/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
PC
Date: 9/2/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 7/14/1958
Registered Representative Examination

Current Firm


MI
MOLONEY INVESTMENT ADVISORY LLC
MOLONEY INVESTMENT ADVISORY LLC

CRD#: 282140 / SEC#: 801-107025

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Contact information


Main Address
13537 Barrett Parkway Drive Suite 300, Manchester, MO 63021
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

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.

Company Information


MOLONEY INVESTMENT ADVISORY LLC

CRD#: 282140

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