William Henry Kumm

Current Employers

Employment History

• 01/2004 → 03/2017
  National Planning Corporation
  Bloomfield Hills, MI
• 03/2017 → 01/2019
  Fsc Securities Corp
  Atlanta, GA
• 01/2019 → 03/2024
  Raymond James Financial Services Advisors, Inc.
  Bloomfield Hills, MI
• 01/2019 → 03/2024
  Raymond James Financial Services, Inc.
  Bloomfield Hills, MI
• 01/2019 → Present
  Financial Independence Group
  Bloomfield Hills, MI
• 01/2019 → 03/2023
  Concurrent Advisors
  Bloomfield Hills, MI
• 01/2023 → Present
  Financial Bootcamp, Inc.
  Bloomfield Hills, MI
• 04/2024 → Present
  Level Four Advisory Services, Llc
  Dallas, TX
• 04/2024 → Present
  Level Four Financial, Llc
  Dallas, TX

Previous Registrations

• 2019-01-15 → 2024-04-04
  Raymond James Financial Services Advisors, Inc
  Bloomfield Hills, MI
  Bloomfield Hills, MI
• 2017-03-02 → 2019-01-22
  Fsc Securities Corporation
  Bloomfield Hills, MI
  Atlanta, GA
  Bloomfield Hills, MI
• 2010-10-08 → 2017-03-02
  National Planning Corporation
  Bloomfield Hills, MI
  Bloomfield Hills, MI
  Bloomfield Hills, MI
  Traverse City, MI
  Detroit, MI
• 1998-04-30 → 2004-01-22
  Voya Financial Advisors, Inc.
  Bloomfield Hills, MI

Other Businesses

(1)Name of Business: Boomer Financial, LLC Address: 40900 Woodward Ave Suite 300, Bloomfield Hills, MI, 48304, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/19/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of support company for joint business. (2)Name of Business: Financial Bootcamp, Inc. Address: 40900 Woodward Ave Ste 300, Bloomfield Hills, MI, 48304-5121, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: President (3)Name of Business: Financial Independence Group (FIG) Address: 40900 Woodward Ave Suite 300, Bloomfield Hills, MI, 48304, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 01/21/2019 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: I use FIG as an FMO to run illustrations and quote for term life insurance and long-term care products. Additionally, they do the underwriting for the term life insurance and long-term care products we see to our clients. (4)Name of Business: Financial Independence, LLC Address: 40900 Woodward Ave Suite 300, Bloomfield Hills, MI, 48304, United States Activity Type: DBA For business conducted under Level Four Financial and Level Four Advisory Services, Company - Owner Position/Title: Other Investment Related: No Start Date: 01/15/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: President of the company and head financial advisor at the branch.

Exams

• S66 Uniform Combined State Law Examination
  2010-09-14
• S65 Uniform Investment Adviser Law Examination
  1998-11-06
• S63 Uniform Securities Agent State Law Examination
  1987-08-11

Other Names

• William Henry Iv Kumm