William R. Bequette
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 Robert Bequette, AIF®, who also goes by Bill Bequette, Bitt William Robert Bequette, William Robert Bequette Mr., was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1986. William had worked at 14 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 1, 2025 - September 22, 2025
ADAMSBROWN WEALTH CONSULTANTS LLC
July 5, 2011 - May 9, 2018
LPL FINANCIAL LLC
July 5, 2011 - May 9, 2018
LPL FINANCIAL LLC
March 14, 2007 - July 5, 2011
UVEST FINANCIAL SERVICES GROUP, INC.
November 17, 2006 - July 5, 2011
UVEST FINANCIAL SERVICES GROUP, INC.
November 9, 2004 - May 16, 2005
INTRUST BROKERAGE INC.
June 8, 1999 - May 16, 2005
INTRUST BROKERAGE INC.
March 22, 1996 - February 26, 1999
COMMERCE BROKERAGE SERVICES, INC.
January 4, 1995 - March 28, 1996
BANC IV INVESTMENTS, INC.
May 12, 1994 - January 3, 1995
INVESTMENT CENTERS OF AMERICA, INC.
August 29, 1989 - May 19, 1994
H & R BLOCK FINANCIAL CORPORATION
June 17, 1988 - August 14, 1989
INVEST FINANCIAL CORPORATION
October 14, 1987 - June 18, 1988
STIFEL, NICOLAUS & COMPANY, INCORPORATED
July 8, 1987 - September 4, 1987
B.C. CHRISTOPHER SECURITIES CO.
April 6, 1987 - June 17, 1987
J. W. GANT & ASSOCIATES, INC.
December 10, 1986 - January 21, 1987
BLINDER, ROBINSON & CO., INC.
October 24, 1986 - December 15, 1986
MARSHALL DAVIS, INC.
Primary Firm SEC Registration
ADAMSBROWN WEALTH CONSULTANTS LLC
CRD#: 308410 / SEC#: 801-118670
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ADAMSBROWN WEALTH CONSULTANTS LLC
CRD#: 308410 / SEC#: 801-118670
Contact information
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,991 |
| AUM (Assets Under Management) | $ 880,935,144 |
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.
