Best Investors Account Sign in
Inactive

William Patrick Mcdonald

Retirement Planning Solutions, LLC

Nolensville, TN

Claim This Profile
Current Employers
Retirement Planning Solutions, Llc

Nolensville, TN • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2023-01-05
WI RA APPROVED 2004-07-28
  • TN RA
    APPROVED
    Since 2023-01-05
  • WI RA
    APPROVED
    Since 2004-07-28

Branch Locations

Nolensville, TN • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Retirement Planning Solutions, Llc Madison WI 03/2003 Present
Hd Vest Madison WI 03/2003 Present
Hd Vest Advisory Services Madison WI 04/2003 Present
Previous Registrations
  • 2003-04-23 → 2004-08-27
    Avantax Advisory Services
    Madison, WI
  • 2003-01-29 → 2003-03-25
    Waddell & Reed
    Madison, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-09-14
  • S66 Uniform Combined State Law Examination
    2001-09-14
Other Names
  • Bill Mcdonald

View on SEC IAPD

More in Nolensville, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor