WG
Will J. Ginger
ROCKEFELLER FINANCIAL LLC
Bentonville, AR 72712
Some features on this profile are disabled
CRD#: 6689131
WG
Professional summary
Will Jorgensen Ginger, who also goes by Will Ginger, is a registered financial advisor currently at ROCKEFELLER FINANCIAL LLC located in Bentonville, Arkansas and ROCKEFELLER CAPITAL MANAGEMENT located in Bentonville, Arkansas.
Will is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Will has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Will Ginger
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.
I*449170 For profit or not for profit: Entity For Profit Name of outside business organization: Cypress Point Ventures of NWA, LLC Investment related: N Address of business: Casscoe, Arkansas, 72026 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 5/13/2020 Number of hours devoted: 2 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: A house owned by an LLC that we rent our during duck hunting season in South Arkansas. I*112411 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DUCKS UNLIMITED INVESTMENT RELATED: N ADDRESS OF BUSINESS: MEMPHIS, TENNESSEE 38120 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER, START DATE OF RELATIONSHIP: 4/27/2018 NUMBER OF HOURS DEVOTED: 50 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: AREA CHAIRMAN. TO HOST A FUNDRAISER ANNUALLY I*7634 For profit or not for profit: Name of outside business organization: Will Ginger Investment related: Address of business: Fayetteville, Arkansas 72704 Nature of business: , Position, title, association: , Start date of relationship: 7/2/2018 Number of hours devoted: 0 hour(s) Number of hours devoted during trading hours: 0 Duties: I*827239 For profit or not for profit: Entity For Profit Name of outside business organization: Wild Card Ventures, LLC Investment related: N Address of business: Prairie Grove, Arkansas, 72753 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 4/25/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Build Rental Home and look over the numbers.
CRS (Client Relationship Summary) - RIA
Click below to view Will Jorgensen Ginger's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Will Jorgensen Ginger'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
November 29, 2024 - Present
ROCKEFELLER FINANCIAL LLC
Office #1: 609 Sw 8th Street 6th Floor, Bentonville, AR, 72712RIA
BD
CRD#: 291361
Bentonville, AR
Current
October 6, 2025 - Present
ROCKEFELLER CAPITAL MANAGEMENT
Office #1: 609 Sw 8th Street 6th Floor, Bentonville, AR, 72712RIA
CRD#: 294197
Bentonville, AR
Current
November 29, 2024 - Present
ROCKEFELLER FINANCIAL LLC
Office #1: 609 Sw 8th Street 6th Floor, Bentonville, AR, 72712RIA
BD
CRD#: 291361
Bentonville, AR
Past
June 12, 2017 - December 3, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ROGERS, AR
Past
April 22, 2017 - December 3, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ROGERS, AR
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".
RF
ROCKEFELLER FINANCIAL LLC
ROCKEFELLER CAPITAL MANAGEMENT | ROCKEFELLER GLOBAL FAMILY OFFICE | ROCKEFELLER FINANCIAL LLC
CRD#: 291361 / SEC#: 801-114033, 8-70054
RIA
Registered Investment Advisory firm - SEC (9/21/2018 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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.RR
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
RR
Alabama(11/29/2024)
RR
Arizona(11/29/2024)
RR
Arkansas(11/29/2024)
IAR
Arkansas(11/29/2024)
RR
California(11/29/2024)
RR
Colorado(11/29/2024)
RR
Delaware(11/29/2024)
RR
Florida(11/29/2024)
RR
Georgia(11/29/2024)
RR
Idaho(11/29/2024)
RR
Illinois(11/29/2024)
RR
Indiana(11/29/2024)
RR
Kansas(11/29/2024)
RR
Kentucky(11/29/2024)
RR
Louisiana(11/29/2024)
RR
Maryland(11/29/2024)
RR
Missouri(11/29/2024)
RR
Montana(11/29/2024)
RR
Nevada(11/29/2024)
RR
New Hampshire(11/29/2024)
RR
New Jersey(11/29/2024)
RR
New York(11/29/2024)
RR
North Carolina(11/29/2024)
RR
Ohio(11/29/2024)
RR
Oklahoma(11/29/2024)
RR
Oregon(11/29/2024)
RR
Pennsylvania(11/29/2024)
RR
South Carolina(11/29/2024)
RR
Tennessee(11/29/2024)
RR
Texas(11/29/2024)
IAR
Texas(11/29/2024)
RR
Virginia(11/29/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
RF
ROCKEFELLER FINANCIAL LLC
ROCKEFELLER CAPITAL MANAGEMENT | ROCKEFELLER GLOBAL FAMILY OFFICE | ROCKEFELLER FINANCIAL LLC
CRD#: 291361 / SEC#: 801-114033, 8-70054
RIA
Registered Investment Advisory firm - SEC (9/21/2018 Approved)BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
45 Rockefeller Plaza Floor 5, New York, NY 10111
Mailing Address
45 Rockefeller Plaza Floor 5, New York, NY 10111
Phone number
(212) 549-5100
Established
Delaware since 10/20/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
824
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 76,628 |
| AUM (Assets Under Management) | $ 70,030,224,514 |
Disclosures
| Regulatory Event | 1 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/24/2025 | ||
| 08/26/2024 | ||
| 09/27/2023 |
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.
