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WD

William E. Deshurko

BUCKEYE WEALTH PARTNERS
Centerville, OH 45459
Some features on this profile are disabled
CRD#: 1717919
WD

Professional summary


William Ewalt Deshurko, who also goes by Bill Deshurko, is a registered financial advisor currently at BUCKEYE WEALTH PARTNERS, LLC located in Centerville, Ohio.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. William has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Bill Deshurko

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.
401 ADVISOR, LLC 203 W. FRANKLIN STREET CENTERVILLE, OH 45459 NATURE OF BUSINESS: RIA TITLE / POSITION: MANAGING MEMBER DUTIES: INVESTMENT MANAGMENT, CLIENT RELATIONS PERCENTAGE OF TIME SPENT: 60% COMPENSATION: FEES WILLIAM E. DESHURKO 203 W FRANKLIN STREET CENTERVILLE, OHIO 45459: SOLE PROPRIETORSHIP NATURE OF BUS: INSURANCE SALES TITLE: SOLE PROPRIETOR TIME: 20% NOT INVESTMENT RELATED. COMP: COMMISSIONS DESHURKO PROPERTIES LLC SINCE 11/2004 MANAGING MEMBER, MANAGING A PROPERTY, COLLECTING RENT; NOT INVESTMENT RELATED 203 W FRANKLIN ST CENTERVILLE, OHIO 45459: NATURE OF BUS: REAL ESTATE TITLE: MANAGING PARTNER DUTIES: COLLECT RENT, MAINTAIN BLDG TIME: 10% COMPENSATION: RENT WILLIAM DESHURKO 203 W. FRANKLIN ST CENTERVILLE, OH 45459 SOLE PROPRIETORSHIP NATURE OF BUS: FINANCIAL ARTICLES WRITER TITLE: OWNER/ SOLE PROPRIETOR DUTIES: WRITE ARTICLES-FREELANCE; NOT "INVESTMENT RELATED" IN THE SENSE OF ACTIVE INVESTING; ARTICLES INCLUDE INVESTING AS A TOPIC. TIME: 10% COMPENSATION: FEE PER ARTICLE HOMEFUL, INC 33 WEST 1ST STREET DAYTON, OH 45402 NATURE OF BUSINESS: NON PROFIT, PROVIDES HOUSING TO HOMELESS TITLE / POSITION: BOARD MEMBER, MEMBER FINANCE COMMITTEE DUTIES: BOARD MEMBER - ADVISE, APPROVE MAMAGEMENT DECISIONS PERCENTAGE OF TIME: 5% COMPENSATION: NONE DESHURKO INVESTMENTS SERVICES DBA ONLY

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view William Ewalt Deshurko'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®
None

Experience


Current

May 8, 2003 - Present

BUCKEYE WEALTH PARTNERS, LLC

Office #1: 203 W. Franklin St., Centerville, OH 45459
RIA
CRD#: 126428
Centerville, OH
Past

January 29, 2016 - June 17, 2022

CEROS FINANCIAL SERVICES, INC.

BD
CRD#: 37869
Centerville, OH
Past

January 30, 2015 - January 4, 2016

STONEX ADVISORS INC.

RIA
CRD#: 174182
BIRMINGHAM, AL
Past

September 12, 2014 - January 29, 2016

STONEX SECURITIES INC.

BD
CRD#: 18456
CENTERVILLE, OH
Past

November 8, 2007 - January 30, 2015

WRP INVESTMENTS, INC.

RIA
CRD#: 7365
CENTERVILLE, OH
Past

February 12, 2004 - September 12, 2014

WRP INVESTMENTS, INC.

BD
CRD#: 7365
CENTERVILLE, OH
Past

May 8, 2003 - December 31, 2020

BUCKEYE WEALTH PARTNERS, LLC

RIA
CRD#: 126428
CENTERVILLE, OH
Past

October 18, 1999 - March 9, 2004

LPL FINANCIAL LLC

RIA
CRD#: 6413
CENTERVILLE, OH
Past

April 12, 1993 - March 9, 2004

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

January 2, 1991 - May 12, 1993

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
WAVERLY, IA
Past

September 13, 1988 - December 31, 1990

CENTURY INVESTORS OF AMERICA, INC.

BD
CRD#: 5322
Past

November 16, 1987 - September 12, 1988

WESTMINSTER FINANCIAL SECURITIES, INC.

BD
CRD#: 20677
Past

August 20, 1987 - October 20, 1987

FSC SECURITIES CORPORATION

BD
CRD#: 7461

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
Ohio
(5/8/2003)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/26/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


BW
BUCKEYE WEALTH PARTNERS, LLC
401 ADVISOR, LLC | DESHURKO INVESTMENT SERVICES, INC. | BUCKEYE WEALTH PARTNERS, LLC

CRD#: 126428 / SEC#:

Louisiana
Registered Investment Advisory firm - (1/9/2025 Approved)
Ohio
Registered Investment Advisory firm - (5/8/2003 Approved)
Texas
Registered Investment Advisory firm - (7/12/2022 Conditional Restricted)
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Contact information


Main Address
203 W. Franklin St., Centerville, OH 45459
Mailing Address
Phone number
(937) 434-1790
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts268
AUM (Assets Under Management)$ 65,368,025

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


BUCKEYE WEALTH PARTNERS, LLC

CRD#: 126428Centerville, OH 45459

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