WH
William J. Hudnall
PCG WEALTH MANAGEMENT
Kansas City, MO 64116
Some features on this profile are disabled
CRD#: 7572234
WH
Professional summary
William James Hudnall, who also goes by Bill Hudnall, William Hudnall, is a registered financial advisor currently at PCG WEALTH MANAGEMENT located in Kansas City, Missouri and LPL FINANCIAL LLC located in Kansas City, Missouri.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. William has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bill Hudnall | William Hudnall
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- 10/2023 / PCG Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 100 Hrs Mnth / 85 Hrs During Trading 2- 10/2023 / MPHlex, LLC / Other / Non Investment Related / 50 Hrs Mnth / 50 Hrs During Trading / start date 09/11/2019 3- 10/2023 / William Hudnall- Attorney at Law / Other / Non Investment Related / 80 Hrs Mnth / 40 Hrs During Trading / start date 04/30/1999 4- 01/02/2024 - PCG Wealth Management - Registered Investment Advisor DBA - Admin - Not Investment Related - At Reported Business Location(s) - Start Date 11/01/2023 - 100 Hours Per Month/ 85 Hours During Trading - I provide administrative support to PCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 1 / 2024. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm�s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view William James Hudnall'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
February 5, 2024 - Present
PCG WEALTH MANAGEMENT
Office #1: 1251 Nw Briarcliff Parkway Suite 235, Kansas City, MO 64116RIA
CRD#: 290977
Kansas City, MO
Current
November 13, 2023 - Present
LPL FINANCIAL LLC
Office #1: 1251 Nw Briarcliff Pkwy, #235, Kansas City, MO 64116RIA
BD
CRD#: 6413
Kansas City, MO
Past
January 5, 2023 - November 8, 2023
SYMPHONIC FINANCIAL ADVISORS LLC
RIA
CRD#: 135603
Kansas City, MO
Past
December 1, 2022 - November 8, 2023
SYMPHONIC SECURITIES LLC
BD
CRD#: 139512
KANSAS CITY, MO
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".
PW
PCG WEALTH MANAGEMENT
LIMESTONE WEALTH MANAGEMENT | WEALTHSPRINGS, LLC | PCG WEALTH MANAGEMENT, LLC | PCG WEALTH MANAGEMENT | PCG WEALTH ADVISORS, LLC | PCG WEALTH ADVISORS
CRD#: 290977 / SEC#: 801-112183
RIA
Registered Investment Advisory firm - (12/15/2017 Approved)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
Florida(9/22/2025)
RR
Iowa(9/22/2025)
RR
Kansas(9/22/2025)
RR
Missouri(11/13/2023)
IAR
Missouri(2/5/2024)
RR
Nebraska(9/22/2025)
RR
Oklahoma(9/22/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/1/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PW
PCG WEALTH MANAGEMENT
LIMESTONE WEALTH MANAGEMENT | WEALTHSPRINGS, LLC | PCG WEALTH MANAGEMENT, LLC | PCG WEALTH MANAGEMENT | PCG WEALTH ADVISORS, LLC | PCG WEALTH ADVISORS
CRD#: 290977 / SEC#: 801-112183
RIA
Registered Investment Advisory firm - (12/15/2017 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
5700 W. 112th Street, Suite 120, Overland Park, KS 66211
Mailing Address
Phone number
(913) 323-3112
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,795 |
| AUM (Assets Under Management) | $ 765,458,126 |
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.
