William Draper has been Chief Compliance Officer of Strategic Planning Group since June 2021, is a control person of the firm and directly owns under 5% of it.
Strategic Planning Group, LLC is a Bountiful, UT firm with $910M under management, 1,622 clients and 8 advisers in one office, as of its September 2026 filing.
William Draper’s longest registration is the current one, 5 years at Strategic Planning Group since 2021. Before joining Strategic Planning Group in 2021, William Draper was registered through Foresight Wealth Management, LLC and The Martin Worley Group.
- Strategic Planning GroupCurrent– present · 5 yearsBountiful, UT · Adviser representative · Firm CRD 113844
- Foresight Wealth Management, LLC– · 1 yearDraper, UT · Adviser representative · Firm CRD 153881
- The Martin Worley Group– · under a yearCottonwood Heights, UT · Adviser representative · Firm CRD 169006
- Integrated Wealth Strategies– · under a yearSalt Lake City, UT · Adviser representative · Firm CRD 141673
- Arbor Investment Management, LLC– · 1 yearKaysville, UT · Adviser representative · Firm CRD 171060
Investment adviser representative registrations
William Draper is registered as an investment adviser representative in 3 states. The first approvals date from June 2021; the most recent is Louisiana, in December 2023.
- LouisianaSince 8 December 2023
- TexasSince 7 June 2021
- UtahSince 8 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 September 2019 |
| Series 7 | General Securities Representative Examination | 25 March 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 March 2005 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 23 February 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- William Jeffrey Draper
- CRD
- 4907513
- Firm
- Strategic Planning Group · CRD 113844
- Role
- Chief Compliance Officer
- Office
- 190 SOUTH MAIN STREET, Bountiful, UT 84010
- Registration
- Investment adviser registration
- In the industry since
- February 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does William Draper work?
William Draper has been Chief Compliance Officer of Strategic Planning Group, LLC since June 2021, and is a control person of the firm.
Is William Draper a financial advisor?
Yes. William Draper has a current investment-adviser registration in Louisiana, Texas and Utah, through Strategic Planning Group since June 2021.
How many years of experience does William Draper have?
William Draper has 9 years in the financial industry, since February 2017, across 5 adviser firms.
What exams has William Draper passed?
William Draper has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in February 2005.
Where did William Draper work before Strategic Planning Group?
Before Strategic Planning Group, William Draper was registered through Foresight Wealth Management, LLC, September 2019 to June 2021; The Martin Worley Group, February 2016 to October 2016; Integrated Wealth Strategies, November 2015 to February 2016; Arbor Investment Management, LLC, April 2014 to November 2015.
Where is William Draper based?
William Draper’s registered office is in Bountiful, UT.
Is William Draper registered with FINRA?
No. William Draper has no current broker registration.
How can I verify William Draper’s record?
Search CRD 4907513 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Draper’s full registration record.
