Willis R. Opp

BILL OPP FIXEDOME ADVISORY SERVICE

GOLDEN, CO

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CRD#: 353104

Professional summary

Willis Rueben Opp, who also goes by Bill Opp, W. R. Opp, Willis R Opp, Willis Reuben Opp, is a registered financial advisor currently at BILL OPP FIXED INCOME ADVISORY SERVICE, LLC located in Golden, Colorado.

Willis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1968. Willis has worked at 9 firms and has passed the Series 65, Series 63, Series 1, Series 24 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Opp | W. R. Opp | Willis R Opp | Willis Reuben Opp

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) - RIA

Click below to view Willis Rueben Opp's CRS (Customer Relationship Summary).

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

July 1, 2009 - Present

BILL OPP FIXED INCOME ADVISORY SERVICE, LLC

RIA

CRD#: 150087

GOLDEN, CO

Past

January 1, 2005 - April 1, 2008

D.A. DAVIDSON & CO.

CRD#: 199

DENVER, CO

Past

November 3, 2000 - January 1, 2005

KFS BD, INC.

CRD#: 490

OMAHA, NE

Past

August 22, 1995 - October 31, 2000

AMERICUS INVESTMENT CORP.

CRD#: 38636

ATLANTA, GA

Past

May 16, 1995 - August 23, 1995

DOUGHERTY DAWKINS LLC

CRD#: 7442

MINNEAPOLIS, MN

Past

May 31, 1994 - May 11, 1995

GEORGE K. BAUM & COMPANY

CRD#: 36354

KANSAS CITY, MO

Past

March 8, 1990 - May 31, 1994

GKB, INC.

CRD#: 350

KANSAS CITY, MO

Past

March 6, 1972 - March 19, 1990

DBLKM INC.

CRD#: 2450

Past

March 12, 1968 - March 14, 1972

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

CRD#: 572

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".

BILL OPP FIXED INCOME ADVISORY SERVICE, LLC

CRD#: 150087 / SEC#: 801-71229

RIA

Registered Investment Advisory firm - (3/15/2010 Approved)

Colorado

Registered Investment Advisory firm - (3/29/2010 Terminated)

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).

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

Colorado
(7/1/2009)

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

IAR

Series 65

Date: 3/7/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/12/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 1

Date: 3/8/1968

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/23/1989

General Securities Principal Examination

Principal/Supervisory Exam

Series 53

Date: 5/20/1982

Municipal Securities Principal Examination

Current Firm

BILL OPP FIXED INCOME ADVISORY SERVICE, LLC

CRD#: 150087 / SEC#: 801-71229

RIA

Registered Investment Advisory firm - (3/15/2010 Approved)

Colorado

Registered Investment Advisory firm - (3/29/2010 Terminated)

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Contact information

Main Address

Golden, CO

Mailing Address

Phone number

(303) 279-1445

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PT II & SCH F (1/27/2025)

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 318,900,000

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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Firm Stability Insights

Willis R. Opp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Willis Rueben Opp's CRS (Customer Relationship Summary).

Certified licenses

Experience

D.A. DAVIDSON & CO.

KFS BD, INC.

AMERICUS INVESTMENT CORP.

DOUGHERTY DAWKINS LLC

GEORGE K. BAUM & COMPANY

GKB, INC.

DBLKM INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

Primary Firm SEC Registration

BILL OPP FIXED INCOME ADVISORY SERVICE, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/7/2009

Series 63

Date: 5/12/1989

Series 1

Date: 3/8/1968

Series 24

Date: 3/23/1989

Series 53

Date: 5/20/1982

Current Firm

BILL OPP FIXED INCOME ADVISORY SERVICE, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BILL OPP FIXED INCOME ADVISORY SERVICE, LLC

TRUST BUT VERIFY

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