William Charles Romey
Investment adviser representative at Etf Portfolio Partners, Inc.
13 yearsExperience
7 statesRegistered in
$431.1MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Etf Portfolio Partners, Inc.Oct 2021 to now
- Student - University of KansasAug 2017 to May 2021
- Etf Portfolio Partners, Inc.Jun 2017 to Sep 2021
- Blue Valley North High SchoolAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 7 states (CA, FL, KS, MO, NC, NE, TX).
Etf Portfolio Partners, Inc.
$431.1MAssets managed
443Clients
4Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7408760
- Firm CRD
- 128366