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William Charles Romey

Etf Portfolio Partners, Inc.

Leawood, KS

CRD 7408760

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Employer firm

Etf Portfolio Partners, Inc. CRD 128366

$431M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Etf Portfolio Partners, Inc.

4831 W. 136Th Street Suite 300, Leawood, KS 66224-5922 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-06-13
NE RA APPROVED 2024-11-12
FL RA APPROVED 2022-01-06
CA RA APPROVED 2021-09-28
KS RA APPROVED 2021-09-28
MO RA APPROVED 2021-09-28
TX RA APPROVED 2021-09-28
  • NC RA
    APPROVED
    Since 2025-06-13
  • NE RA
    APPROVED
    Since 2024-11-12
  • FL RA
    APPROVED
    Since 2022-01-06
  • CA RA
    APPROVED
    Since 2021-09-28
  • KS RA
    APPROVED
    Since 2021-09-28
  • MO RA
    APPROVED
    Since 2021-09-28
  • TX RA
    APPROVED
    Since 2021-09-28

Branch Locations

4831 W. 136Th Street Suite 300, Leawood, KS 66224-5922 • 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 No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Etf Portfolio Partners, Inc. Leawood KS 06/2017 09/2021
Student - University Of Kansas Lawrence KS 08/2017 05/2021
Blue Valley North High School Overland Park KS 08/2013 05/2017
Etf Portfolio Partners, Inc. Leawood KS 10/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-28
  • S65 Uniform Investment Adviser Law Examination
    2021-09-28
Other Names
  • Will Romey

View on SEC IAPD

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