William
Vanpelt

Bks Retirement Services

CRD#1716622
Investment Advisor
in Houston, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

William Vanpelt is a chartered financial consultant working in Houston, Texas who has 2 years of relevant experience. Vanpelt is currently employed by Bks Retirement Services. Throughout their career, Vanpelt has worked at The Mid Continent Companies, LTD, Mcsalgp, LLC, Mid-Continent Securities, LTD, Capital Financial Group, Inc, Cfg Capital Sources, Inc, Rudolph Texas Investments, Inc, Kimichan Corporation, Inc, First Heartland Capital, Inc, Emergent Capital Advisors, LLC, Insurance Underwriting Services, LLC, Insgroup, Inc and Bks Financial Investments, LLC Dba Insgroup Financial. Vanpelt maintains a Series 63 license, qualifying them as a securities agent, and is approved to work in Louisiana and Texas. Bks Retirement Services is a business headquartered in Tampa, FL. The firm has offices in four locations and a total of 10 people on staff. Bks Retirement Services offers a few services, including financial planning services and pension consulting services. Fees for financial advisory services typically vary depending on which service is provided. However, fee types charged by Bks Retirement Services likely are comprised of some blend of hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

2 years

Services Offered

Financial planning services, Pension consulting services

Fee Structure

Hourly Charges, Fixed Fees, Others

Office Location

1218 Webster Street
Houston, TX 77002

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Bks Retirement Services Brokerage Details

Total Number of Employees

10

TX Average: 62

Investment Advisory Services

  • Financial planning services
  • Pension consulting services

William Vanpelt Work History

William has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Bks Financial Investments, LLC Dba Insgroup Financial

2002 - Present (22 years)

Mcsalgp, LLC

2002 - Present (22 years)

Mid-Continent Securities, LTD

2002 - Present (22 years)

Insgroup, Inc

1998 - Present (26 years)

Insurance Underwriting Services, LLC

1997 - Present (27 years)

Rudolph Texas Investments, Inc

1997 - Present (27 years)

Kimichan Corporation, Inc

1989 - Present (35 years)

Cfg Capital Sources, Inc

1988 - Present (36 years)

Capital Financial Group, Inc

1987 - Present (37 years)

The Mid Continent Companies, LTD

2020 - 2022 (2 years)

Emergent Capital Advisors, LLC

2016 - 2016 (< 1 year)

First Heartland Capital, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of William Vanpelt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bks Retirement Services

Donald Roberts
Tampa, FL
Michael Assaf
Tampa, FL
Kenneth Jewell
Tampa, FL
Gary Wilkins
Tampa, FL
Patrick Van Pelt
Tampa, FL
William Vanpelt
Houston, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started