William T Klim

Current Employers

Employment History

• 12/2013 → 01/2026
  Cambridge Invesment Research, Inc
  Fairfield, IA
• 12/2013 → 01/2026
  Cambridge Investment Research Advisors
  Fairfield, IA
• 01/2026 → Present
  Raymond James Financial Services, Inc.
  Boardman, OH
• 01/2026 → Present
  Raymond James Financial Services Advisors, Inc
  Boardman, OH

Previous Registrations

• 2013-12-23 → 2026-01-13
  Cambridge Investment Research Advisors, Inc.
  Boardman, OH
• 2005-02-07 → 2014-01-02
  New England Securities
  Canfield, OH
  Westlake, OH

Other Businesses

(1) Name of Business: Address: 8286 South Ave Bldg A, Boardman, OH, 44512-6435, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/06/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I'm the general agent for Ohio National/Augustar in the Northeast Ohio territory. I service non variable life insurance contracts in that I have previously written or have been assigned through their orphan client process. I still occasionally write policies through them. (2) Name of Business: Hometown Insurance Solutions LLC Address: 8286 South Ave Bldg A, Boardman, OH, 44512-6435, United States Activity Type: Non-variable Insurance Position/Title: Agent, Owner Investment Related: Yes Start Date: 08/22/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Run medicare meetings and update quickbooks monthly. (3) Name of Business: Klim Insurance Group LLC Address: 8286 South Ave Bldg A, Boardman, OH, 44512-6435, United States Activity Type: Non-variable Insurance Position/Title: Agent, Owner Investment Related: Yes Start Date: 03/06/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I started this LLC to sell life, long term care, DI and medicare through. I now use this as a place holder for my license to sell medicare. (4) Name of Business: WRS Insurance Solutions Address: 8286 South Ave Bldg A, Boardman, OH, 44512-6435, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/15/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We were using this LLC to promote insurance products within our company that we could write within the Cambridge platform and outside such as life, DI, LTC and medicare. The intention was to market through this DBA. We have since decided not to utilize it that way and have been taking steps to shut down the website. We would however like to maintain our email addresses since we have been using them for several years and most outside carriers have that address. Mine is Tklim@wrsinsurancesolut (5) Name of Business: WRS Partners LLC Address: 8286 South Ave Bldg A, Boardman, OH, 44512-6435, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 08/24/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (6) Name of Business: WRS Wealth Advisors Address: 8286 South Ave Bldg A, Boardman, OH, 44512-6435, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/02/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the company we DBA locally. We also run our operating account out of this business.

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-06-09

Other Names

• Tom Klim