William Charles Kopek
Investment adviser representative at White Sand Wealth Management
10 yearsExperience
2 statesRegistered in
$172.4MFirm assets
2 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- White Sand Wealth ManagementSep 2026 to now
- Shadow Glen Golf ClubSep 2024 to now
- Cetera Investment Advisers LLCFeb 2026 to Jul 2026
- Cetera Wealth Services, LLCOct 2025 to Jul 2026
- University of KansasAug 2024 to May 2025
- White Sand Wealth ManagementJun 2024 to Jul 2024
- University of KansasAug 2023 to Jul 2024
- Hammond Property ManagementMay 2023 to Aug 2023
- University of KansasAug 2022 to May 2023
- You Move MeMay 2022 to Aug 2022
- University of KansasAug 2021 to May 2022
- UnemployedMay 2021 to Aug 2021
- Shawnee Mission SouthAug 2020 to May 2021
- Jose PeppersMay 2020 to Feb 2021
- Shawnee Mission SouthAug 2019 to May 2020
- UnemployedMay 2019 to Aug 2019
- Shawnee Mission SouthAug 2018 to May 2019
- UnemployedMay 2018 to Aug 2018
- Shawnee Mission SouthAug 2017 to May 2018
- UnemployedMay 2017 to Aug 2017
- Indian Woods Middle SchoolAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
White Sand Wealth Management
Legal name: White Sand Wealth Management, LLC
$172.4MAssets managed
197Clients
5Advisers
2 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
- 8169899
- Firm CRD
- 304614