William B. Amick

WINGSTEM WEALTH

West Columbia, SC

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CRD#: 6168077

Professional summary

William Blake Amick, AIF®, CFP®, who also goes by Will Blake Amick, Will Amick, William B Amick, William Amick, is a registered financial advisor currently at WINGSTEM WEALTH, LLC located in West Columbia, South Carolina and PRIVATE CLIENT SERVICES, LLC located in West Columbia, South Carolina.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. William has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Will Blake Amick | Will Amick | William B Amick | William Amick

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. NAME OF OTHER BUSINESS: WINGSTEM SERVICES, INC.; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE SALES, LIFE INSURANCE START DATE: 1/2016 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: DBA FOR SALES; SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 2. NAME OF OTHER BUSINESS: DUCKS UNLIMITED INC. INVESTMENT RELATED: NO ADDRESS: 1 WATERFOWL WAY MEMPHIS, TN 38120 NATURE OF BUSINESS: CHARITABLE START DATE: 2013 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: MEMBER OF BOARD OF DIRECTORS - STATE DIVISION 3. NAME OF OTHER BUSINESS: COVEY CALL LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: CONSERVATION WORK; FARMING/LAND SERVICES START DATE: 11/2016 APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: ASSOCIATE BRIEF DESCRIPTION OF DUTIES: SALES FROM PINE STRAW HARVESTING 4.NAME OF OTHER BUSINESS: AMICK & ASSOCIATES INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2015 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: OWNER BRIEF DESCRIPTION OF DUTIES: SOLE OWNER 5. NAME OF OTHER BUSINESS: L.G. GOLDSTEIN INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2015 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: OWNER BRIEF DESCRIPTION OF DUTIES: SOLE OWNER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Blake Amick'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

February 9, 2023 - Present

WINGSTEM WEALTH, LLC

RIA

CRD#: 322337

West Columbia, SC

Current

February 9, 2023 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 171 Lott Ct, West Columbia, SC 29169

RIA

CRD#: 120222

West Columbia, SC

Past

September 2, 2015 - February 21, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

WEST COLUMBIA, SC

Past

September 2, 2015 - February 21, 2023

CETERA WEALTH SERVICES, LLC

CRD#: 13572

WEST COLUMBIA, SC

Past

February 18, 2014 - August 27, 2015

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

COLUMBIA, SC

Past

March 12, 2013 - August 27, 2015

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

COLUMBIA, SC

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.

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

North Carolina
(2/9/2023)

South Carolina
(2/9/2023)

IAR

South Carolina
(2/9/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/20/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/15/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/23/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/11/2013

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

WINGSTEM WEALTH, LLC

LONGLEAF ADVISORY SERVICES, LLC | WINGSTEM WEALTH, LLC

CRD#: 322337 / SEC#:

South Carolina

Registered Investment Advisory firm - (2/6/2023 Approved)

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Contact information

Main Address

171 Lott Ct, West Columbia, SC 29169

Mailing Address

Phone number

(803) 791-1111

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	179
AUM (Assets Under Management)	$ 75,320,312

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

William B. Amick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Blake Amick's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/2013

Series 63

Date: 3/15/2013

SIE

Date: 10/1/2018

Series 7

Date: 12/23/2013

Series 6

Date: 3/11/2013

FINRA

Current Firm

WINGSTEM WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WINGSTEM WEALTH, LLC

TRUST BUT VERIFY

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