William Edward Mendel

Current Employers

Employment History

• 11/2011 → 09/2019
  Summit Brokerage Services
  Overland Park, KS
• 11/2011 → 05/2021
  Summit Financial Group
  Overland Park, KS
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2011 → Present
  Mendel Wealth Management Llc
  Leawood, KS

Previous Registrations

• 2011-11-04 → 2021-05-20
  Summit Financial Group Inc
  Leawood, KS
  Leawood, KS
• 2008-02-18 → 2011-11-14
  Ubs Financial Services Inc.
  Leawood, KS

Other Businesses

(1) MENDEL FINANCIAL PLANNING; INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; DBA, LLC SET UP FOR BUSINESS CHECKING ACCOUNT AND TO RUN INCOME AND EXPENSE THROUGH FOR MY SUMMIT BROKERAGE BUSINESS; OWNER; STARTED 11/30/2011; APX 0 HOURS/MONTH, NONE DURING TRADING; OWNER (2) BLOCK INCOME FUND II; SINCE 01/01/2006; 700 W 47 ST, SUITE 200, KS, MO 64112; LIMITED PARTNER; 0 HOURS SPENT ON ACTIVITY PER MONTH (3) BEACH STREET PROPERTIES LLC; SINCE 01/02/2006; 700 W 31ST ST KANSAS CITY, MO 64108; VICE PRESIDENT; MANAGEMENT DECISIONS REGARDING RENTAL PROPERTIES. RENT COLLECTION AND OTHER RENTAL DUTIES. 8 HOURS SPENT ON ACTIVITY PER MONTH, 2 HOURS SPENT ON ACTIVITY DURING TRADING HOURS PER MONTH ; (4) YELLOW BOX LLC; NOT INVESTMENT RELATED; 700 W 31ST ST KANSAS CITY, MO 64108 ; SPOUSE OWNS LLC THAT OWNS VARIOUS COMMERCIAL REAL ESTATE; NO POSITION - SPOUSE OWNS; STARTED 7/1/2016; APX 0 HOURS/MONTH, NONE DURING TRADING (5) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2020 ; APX NUMBER OF HOURS PER WEEK: 4 ; APX NUMBER OF HOURS DURING TRADING HOURS: 4 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE ; (6) NAME OF OTHER BUSINESS: OB ONE PROPERTIES LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE HOLDINGS; START DATE: 10/2023; POSITION/TITLE/RELATIONSHIP: TRUSTEE; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LLC OWNED BY THE FAMILY TRUST, BUY AND MANAGE PROPERTY FOR RENT AND OR SALE ; (7) NAME OF OTHER BUSINESS: MENDEL WEALTH MANAGEMENT LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE: 11/2011, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: TAX REPORTING;

Exams

• S66 Uniform Combined State Law Examination
  2008-02-15

Designations

Other Names

• Billy Mendel
• Bill Mendel
• William E Mendel