William Grainger

HDQ WEALTH

KANSAS CITY, MO 64105

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CRD#: 8038477

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Grainger'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®

None

Experience

Current

February 5, 2025 - Present

HDQ WEALTH

Office #1: 1100 Main Street Ste. 400, Kansas City, MO 64105

RIA

CRD#: 313427

KANSAS CITY, MO

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

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

State Security Law Exam

IAR

Series 65

Date: 1/28/2025

Uniform Investment Adviser Law Examination

Current Firm

HDQ WEALTH

HDQ WEALTH | NOMAD INVESTOR | HDQ WEALTH LLC

CRD#: 313427 / SEC#:

California

Registered Investment Advisory firm - (9/14/2021 Approved)

Florida

Registered Investment Advisory firm - (7/28/2021 Approved)

Kansas

Registered Investment Advisory firm - (6/24/2021 Approved)

Louisiana

Registered Investment Advisory firm - (6/24/2021 Approved)

Missouri

Registered Investment Advisory firm - (4/7/2021 Approved)

Texas

Registered Investment Advisory firm - (3/17/2021 Conditional Restricted)

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Contact information

Main Address

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

Mailing Address

Phone number

(913) 283-4423

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	89
AUM (Assets Under Management)	$ 32,154,000

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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William Grainger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

HDQ WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 1/28/2025

Current Firm

HDQ WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HDQ WEALTH

TRUST BUT VERIFY

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