William N. Jenkins

COMPREHENSIVE WEALTH PLANNING

Shawnee, KS

Some features on this profile are disabled

CRD#: 5342253

Professional summary

William Nicholas Jenkins, who also goes by Nick Jenkins, is a registered financial advisor currently at COMPREHENSIVE WEALTH PLANNING, LLC located in Shawnee, Kansas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. William has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nick Jenkins

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) JENKINS LEGAL, LLC; NON-INVESTMENT RELATED; 14512 W 61ST PL. SHAWNEE, KS 66216; I AM A BUSINESS AND ESTATE PLANNING ATTORNEY, LICENSED IN KANSAS & MISSOURI. I CONSULT WITH, ADVISE, AND REVIEW & PREPARE DOCUMENTS FOR CLIENTS; 11/05/2014 APPROXIMATELY 40 HOURS PER MONTH DURING NON-TRADING HOURS; ATTORNEY. (2) INSURANCE AGENT, NON-INVESTMENT RELATED, 12/2014 - I HAVE AN INSURANCE LICENSE AND REQUEST APPOINTMENT WITH INSURANCE CARRIERS AFTER DUE DILIGENCE. APPROXIMATELY 10 HOURS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Nicholas Jenkins'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

October 6, 2023 - Present

COMPREHENSIVE WEALTH PLANNING, LLC

RIA

CRD#: 328109

Shawnee, KS

Past

July 25, 2022 - July 27, 2023

MONETA GROUP INVESTMENT ADVISORS, LLC

RIA

CRD#: 104727

Mission Woods, KS

Past

July 30, 2021 - December 8, 2023

HDQ WEALTH

RIA

CRD#: 313427

KANSAS CITY, MO

Past

May 7, 2019 - August 31, 2021

LEWER FINANCIAL ADVISORS, LLC

RIA

CRD#: 165381

OVERLAND PARK, KS

Past

October 9, 2015 - May 2, 2019

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Overland Park, KS

Past

July 16, 2015 - May 2, 2019

MML INVESTORS SERVICES, LLC

CRD#: 10409

Overland Park, KS

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

Kansas
(10/6/2023)

IAR

Missouri
(10/6/2023)

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 66

Date: 9/5/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/16/2015

General Securities Representative Examination

Current Firm

COMPREHENSIVE WEALTH PLANNING, LLC

CRD#: 328109 / SEC#:

Kansas

Registered Investment Advisory firm - (10/6/2023 Approved)

Missouri

Registered Investment Advisory firm - (10/6/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Shawnee, KS

Mailing Address

Phone number

(913) 815-0084

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	120
AUM (Assets Under Management)	$ 16,007,820

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William N. Jenkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Nicholas Jenkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPREHENSIVE WEALTH PLANNING, LLC

MONETA GROUP INVESTMENT ADVISORS, LLC

HDQ WEALTH

LEWER FINANCIAL ADVISORS, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/5/2015

SIE

Date: 10/1/2018

Series 7

Date: 7/16/2015

Current Firm

COMPREHENSIVE WEALTH PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COMPREHENSIVE WEALTH PLANNING, LLC

TRUST BUT VERIFY

Similar Advisors