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William Grainger

HDQ WEALTH
KANSAS CITY, MO
·CRD# 8038477·1 year experience

Professional Summary

William Grainger is a registered financial advisor currently at HDQ WEALTH located in Kansas City, Missouri. William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. William has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

1 years in the financial services industry

Current & Past Employments

HDQ WEALTH·CRD# 313427
RIA
1100 Main Street Ste. 400, Kansas City, MO 64105
February 5, 2025 - Present

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Current Firm

HW
HDQ WEALTH

ATHLETE CAPITAL WEALTH | NOMAD INVESTOR | HDQ WEALTH LLC | HDQ WEALTH | ATHLETE EQUITY WEALTH

CRD#: 313427
California
Registered Investment Advisory firm - California (9/14/2021 Approved)
Florida
Registered Investment Advisory firm - Florida (7/28/2021 Approved)
Kansas
Registered Investment Advisory firm - Kansas (6/24/2021 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (6/24/2021 Approved)
Missouri
Registered Investment Advisory firm - Missouri (4/7/2021 Approved)
Texas
Registered Investment Advisory firm - Texas (3/17/2021 Conditional Restricted)

Contact Information

Main Address

1100 Main Street Ste. 400, Kansas City, MO 64105

Phone Number

(913) 283-4423

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

180

AUM (Assets Under Management)

$49,228,000

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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) HDQ WEALTH LLC; INVESTMENT RELATED; 1100 MAIN STREET, STE 400, KANSAS CITY, MO 64105; LICENSED INSURANCE AGENCY; INSURANCE PRODUCER; 07/2024; APPROX. 20 HOURS PER MONTH DURING TRADING HOURS; INSURANCE PRODUCTION ACTIVITIES.

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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.
IAR
Kansas
(2/5/2025)
IAR
Missouri
(2/5/2025)
IAR
Texas
(11/6/2025)

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.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2025About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

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

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