William Charles Kopek

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2024 → Present
  Shadow Glen Golf Club
  Olathe, KS
• 08/2024 → 05/2025
  University Of Kansas
  Lawrence, KS
• 06/2024 → 07/2024
  White Sand Wealth Management
  Liberty, MO
• 08/2023 → 07/2024
  University Of Kansas
  Lawrence, KS
• 05/2023 → 08/2023
  Hammond Property Management
  Big Sky, MT
• 08/2022 → 05/2023
  University Of Kansas
  Lawrence, KS
• 05/2022 → 08/2022
  You Move Me
  Lenexa, KS
• 08/2021 → 05/2022
  University Of Kansas
  Lawrence, KS
• 05/2020 → 02/2021
  Jose Peppers
  Overland Park, KS
• 08/2020 → 05/2021
  Shawnee Mission South
  Overland Park, KS
• 08/2019 → 05/2020
  Shawnee Mission South
  Overland Park, KS
• 05/2019 → 08/2019
  Unemployed
  Overland Park, KS
• 08/2018 → 05/2019
  Shawnee Mission South
  Overland Park, KS
• 05/2018 → 08/2018
  Unemployed
  Overland Park, KS
• 08/2017 → 05/2018
  Shawnee Mission South
  Overland Park, KS
• 05/2021 → 08/2021
  Unemployed
  Overland Park, KS
• 05/2017 → 08/2017
  Unemployed
  Overland Park, KS
• 08/2016 → 05/2017
  Indian Woods Middle School
  Overland Park, KS
• 05/2016 → 08/2016
  Unemployed
  Overland Park, KS
• 08/2015 → 05/2016
  Indian Woods Middle School
  Overland Park, KS
• 10/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2026 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: SHADOW GLEN GOLF CLUB INVESTMENT RELATED: NO ADDRESS: 26000 SHADOW GLEN ST OLATHE, KS 66061 NATURE OF BUSINESS: FOOD, BEVERAGE, AND GOLF. START DATE: 09/2024 POSITION/TITLE/RELATIONSHIP: BARTENDER APX NUMBER OF HOURS PER WEEK: 12 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PROVIDE DRINKS, FOOD, AND SERVICE TO MEMBERS IN THE DINING AREA OF THE GOLF CLUB; 2. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2026-02-23

Other Names

• William Kopek