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William Russell Hesmer Jr

William R. Hesmer

HESMER WEALTH MANAGEMENT
RALEIGH, NC
Some features on this profile are disabled
CRD#: 6166507
William Russell Hesmer Jr

Professional summary

William Russell Hesmer Jr, AIF®, CFP®, who also goes by William Russell Hesmer, is a registered financial advisor currently at HESMER WEALTH MANAGEMENT LLC located in Raleigh, North Carolina.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. William has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William Russell Hesmer

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 William Russell Hesmer Jr'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®
AIF®

Accredited Investment Fiduciary

CFP®

Certified Financial Planner

Start date: 2014

Experience

Current

February 10, 2026 - Present

HESMER WEALTH MANAGEMENT LLC

RIA
CRD#: 340213
RALEIGH, NC
Past

October 1, 2021 - April 2, 2026

OAK HARBOR WEALTH PARTNERS, LLC

RIA
CRD#: 311528
RALEIGH, NC
Past

April 29, 2013 - October 29, 2021

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
RALEIGH, NC
Past

March 25, 2013 - October 29, 2021

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
RALEIGH, NC

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
North Carolina
(2/10/2026)
IAR
Texas
(2/10/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/26/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/22/2013
General Securities Representative Examination

Current Firm

HW
HESMER WEALTH MANAGEMENT LLC
HESMER WEALTH MANAGEMENT LLC

CRD#: 340213 / SEC#: 801-135302

RIA
Registered Investment Advisory firm - (2/10/2026 120-Day Approval)
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Raleigh, NC
Mailing Address
Phone number
(252) 230-7699
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HESMER WEALTH MANAGEMENT LLC - ADV PART 2A BROCHURE (1/21/2026)
0

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

HESMER WEALTH MANAGEMENT LLC

CRD#: 340213Raleigh, NC

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