William B. Hensley
CREATIVE FINANCIAL SOLUTIONS
Barboursville, WV 25504
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CRD#: 2786726
Professional summary
William Bret Hensley, CFP® is a registered financial advisor currently at CREATIVE FINANCIAL SOLUTIONS, LLC located in Barboursville, West Virginia and CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Ironton, Ohio.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. William has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1) YOUNG LIFE HUNTINGTON, 1015 5TH AVENUE, HUNTINGTON, WV 9/1/2010 AS BOARD MEMBER. NOT INVESTMENT RELATED. DEVOTES 1 HOUR/MONTH, NONE DURING TRADING. 2) W. BRET HENSLEY & JAY D ZORNES RENTALS, 6354 US Rt. 60 East, Suite 9, Barboursville WV 25504, United States, 10/01/2009, Owner, NIR, 1 HR/MO, 1 HR TRADING. 3) W. BRET HENSLEY, 6354 US RT 60 EAST STE 9, PO BOX 246, BARBOURSVILLE, WV. 11/01/1997, INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES.INVESTMENT RELATED, 3/MONTHLY 3/TRADE. 4) CREATIVE FINANCIAL SOLUTIONS, LLC, 6354 US RT 60 EAST, STE 9, PO BOX 246, BARBOURSVILLE, WV, CO-OWNER, FINANCIAL PLANNING 02/01/97, INV REL, 15 HR/WK- 15 TRADING HR. 5) CIRA, 1776 PLEASANT PLAIN ROAD, FAIRFIELD IA, AS ADVISORY REP OF A RIA. INVESTMENT RELATED 15/WEEK 15/TRADE. 03/01/14. 6) Rotary Club of Barboursville WV Huntington WV, 7/11/2016. Board member of a non- public Entity. PAST PRESIDENT AND CURRENT CLUB MEMBER. Not investment related, 2/weekly, 2/trading 7) CREATIVE FINANCIAL SOLUTIONS LLC, 6354 US RT 60 EAST STE 9, PO BOX 246,BARBOURSVILLE, WV, 02/01/2009. TAX PREPARER. INV REL-30/YR-30/TRADING.
CRS (Client Relationship Summary) - RIA
Click below to view William Bret Hensley'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®
CFP®
Start date: 2000
Experience
Current
July 2, 2002 - Present
CREATIVE FINANCIAL SOLUTIONS, LLC
Office #1: 6354 Us. Rt. 60 East Suite 9, Barboursville, WV 25504Office #2: 807 S. Third St., Ironton, OH 45638Office #3: 807 S. Third St., Ironton, OH 45638RIA
CRD#: 120153
Barboursville, WV
Current
March 18, 2014 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 807 South 3rd Street, Ironton, OH 45638Office #2: 62 Perry Winkle Lane, Huntington, WV 25702RIA
CRD#: 134139
Ironton, OH
Current
March 5, 2014 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 807 S. Third Street, Ironton, OH 45638Office #2: 62 Perry Winkle Lane, Huntington, WV 25702BD
CRD#: 39543
Ironton, OH
Past
July 7, 2000 - March 21, 2014
WRP INVESTMENTS, INC.
RIA
CRD#: 7365
IRONTON, OH
Past
November 29, 1999 - December 31, 2006
CREATIVE FINANCIAL SOLUTIONS, LLC
RIA
CRD#: 120153
IRONTON, OH
Past
August 29, 1996 - March 21, 2014
WRP INVESTMENTS, INC.
BD
CRD#: 7365
IRONTON, OH
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".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(3/5/2014)
RR
Georgia(3/5/2014)
RR
Kansas(3/5/2014)
IAR
Kentucky(7/2/2002)
RR
Kentucky(3/5/2014)
RR
North Carolina(3/5/2014)
IAR
Ohio(2/23/2007)
RR
Ohio(3/5/2014)
RR
South Carolina(9/12/2023)
RR
Texas(6/17/2025)
IAR
Texas(6/17/2025)
IAR
West Virginia(5/15/2007)
RR
West Virginia(3/5/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
