WT
William K. Thomas
KCPAG FINANCIAL ADVISORS LLC
Robinson, IL 62454
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CRD#: 6657188
WT
Professional summary
William Kent Thomas JR, who also goes by William Kent Thomas, is a registered financial advisor currently at KCPAG FINANCIAL ADVISORS LLC located in Robinson, Illinois.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. William has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William Kent Thomas
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) PRESTIGE WINE AND LIQUORS POSITION: Investor and Owner NATURE: Wine, spirit, and beer sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2018 ADDRESS: 1707 W. Main Street, Robinson IL 62454, United States DESCRIPTION: Investor and Owner. Myself and four other local businessmen purchased an old liquor store. We remodeled the store and re-opened.
CRS (Client Relationship Summary) - RIA
Click below to view William Kent Thomas JR'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®
NoneExperience
Current
May 12, 2017 - Present
KCPAG FINANCIAL ADVISORS LLC
Office #1: 1619 W Main Street, Robinson, IL 62454RIA
CRD#: 117491
Robinson, IL
Past
October 19, 2016 - May 23, 2019
SECURITIES AMERICA, INC.
BD
CRD#: 10205
ROBINSON, IL
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
Florida(2/17/2020)
IAR
Illinois(5/12/2017)
IAR
Indiana(5/20/2017)
IAR
Texas(1/8/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
KF
KCPAG FINANCIAL ADVISORS LLC
KCPAG FINANCIAL ADVISORS LLC
CRD#: 117491 / SEC#: 801-60922
RIA
Registered Investment Advisory firm - (9/18/2012 Terminated)Arizona
Registered Investment Advisory firm - (11/20/2024 Approved)California
Registered Investment Advisory firm - (7/10/2012 Approved)Florida
Registered Investment Advisory firm - (9/18/2012 Approved)Georgia
Registered Investment Advisory firm - (2/9/2023 Approved)Illinois
Registered Investment Advisory firm - (5/24/2012 Approved)Indiana
Registered Investment Advisory firm - (6/22/2012 Approved)Kentucky
Registered Investment Advisory firm - (4/26/2012 Approved)Louisiana
Registered Investment Advisory firm - (2/27/2012 Approved)Missouri
Registered Investment Advisory firm - (10/21/2015 Approved)North Carolina
Registered Investment Advisory firm - (9/18/2025 Approved)Ohio
Registered Investment Advisory firm - (8/26/2025 Approved)Tennessee
Registered Investment Advisory firm - (8/6/2021 Approved)Texas
Registered Investment Advisory firm - (6/28/2012 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1619 W. Main Street P. O. Box 529, Robinson, IL 62454
Mailing Address
Phone number
(618) 544-4993
Established
Firm type
Fiscal year end
# of Employees
17
Regulatory assets under management
| Total Number of Accounts | 456 |
| AUM (Assets Under Management) | $ 19,041,038 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
