William K. Wilson

REAP IN WEALTH MANAGEMENT

Los Angeles, CA

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CRD#: 1370065

Professional summary

William Kenneth Wilson, who also goes by Bill Wilson, is a registered financial advisor currently at REAP IN WEALTH MANAGEMENT, LLC located in Los Angeles, California.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. William has worked at 8 firms and has passed the Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Wilson

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.

Wilson Financial Group - Non-Investment Related - 6625 Springpark Ave., Apt# 6 Los Angeles, CA. 90056 - Insurance/Annuity Related Business - Independent Insurance Agent - Start Date - 05/1992 - Present - 40 hours per week and during trading hours. J.D. Mellberg Financial, LLC - Non-investment related business - 3067 W. Ina Road, Suite 105 Tucson, AZ 85741 - Insurance Agency/Primarily annuities - Contracted/Licensed Insurance Agent - Start date 02/2016 - Present - approximately 15- 20 hours per week and during trading hours. I am licensed in various states and appointed with various carriers licensed in the state I am licensed with for the sale of insurance products.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Kenneth Wilson's CRS (Customer Relationship Summary).

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Past

April 30, 1992 - June 6, 1994

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

February 13, 1992 - May 1, 1992

DREHER & ASSOCIATES, INC.

CRD#: 8665

OAKBROOK TERRACE, IL

Past

October 9, 1986 - April 16, 1991

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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

Florida
(8/21/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 7/9/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 10/8/1986

Investment Company Products/Variable Contracts Representative Examination

Current Firm

REAP IN WEALTH MANAGEMENT, LLC

REAP IN WEALTH MANAGEMENT, LLC | THE REAP COMPANIES

CRD#: 146512 / SEC#:

California

Registered Investment Advisory firm - (11/1/2025 Terminated)

Florida

Registered Investment Advisory firm - (8/15/2011 Approved)

Georgia

Registered Investment Advisory firm - (10/27/2011 Approved)

Illinois

Registered Investment Advisory firm - (9/25/2020 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Palm Coast, FL

Mailing Address

Phone number

(855) 904-7327

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	283
AUM (Assets Under Management)	$ 33,328,721

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.

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William K. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Kenneth Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

REAP IN WEALTH MANAGEMENT, LLC

ZENDAMENTALS

SECURE INVESTMENT MANAGEMENT, LLC

SOUTHPORT CAPITAL

SECURE INVESTMENT MANAGEMENT, LLC

WMA SECURITIES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

DREHER & ASSOCIATES, INC.

PFS INVESTMENTS INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 7/9/1986

Series 6

Date: 10/8/1986

Current Firm

REAP IN WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

REAP IN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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