William Henderly has been Founder/ Partner of Nvest Wealth Strategies since February 2006, is a control person of the firm and directly owns between 10% and 25% of it. William Henderly holds an MBA from Xavier University and a B.S. from Ohio Northern University.
Nvest Wealth Strategies, Inc. is a Powell, OH firm with $237M under management, 187 clients and 2 advisers in one office, as of its January 2026 filing.
Bill Henderly is Founder of Nvest Wealth Strategies. He founded the firm in May 2006 and served as CEO and Chief Investment Officer through 2023. Before establishing the firm, he was President of Investments and CIO of Portfolio Consultants, Inc., and he also managed personal client investments for bank trust departments and a small insurance company.
William Henderly’s longest registration is the current one, 20 years at Nvest Wealth Strategies since 2006. Before joining Nvest Wealth Strategies in 2006, William Henderly was registered through Professional Planning Consultants Inc.
- – present · 20 yearsPowell, OH · Adviser representative · Firm CRD 139758
- Professional Planning Consultants Inc– · 7 yearsColumbus, OH · Adviser representative · Firm CRD 110725
Professional designations
Listed by Nvest Wealth Strategies
- CFA
Investment adviser representative registrations
William Henderly is registered as an investment adviser representative in Ohio, since March 2006.
- OhioSince 15 March 2006
Examinations
No examinations are on William Henderly’s record.
- Full name
- William Gary Henderly
- CRD
- 4373195
- Firm
- Nvest Wealth Strategies · CRD 139758
- Role
- Founder/ Partner
- Office
- Powell, OH
- Registration
- Investment adviser registration
- In the industry since
- November 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- nvestwealth.com
Where does William Henderly work?
William Henderly has been Founder/ Partner of Nvest Wealth Strategies, Inc. since February 2006, and is a control person of the firm.
Is William Henderly a financial advisor?
Yes. William Henderly has a current investment-adviser registration in Ohio, through Nvest Wealth Strategies since March 2006.
How many years of experience does William Henderly have?
William Henderly has 26 years in the financial industry, since November 1999, across 2 adviser firms.
Where is William Henderly based?
William Henderly’s registered office is in Powell, OH.
Is William Henderly registered with FINRA?
No. William Henderly has no current broker registration.
Is William Henderly a CFA charterholder?
Nvest Wealth Strategies lists William Henderly with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify William Henderly’s record?
Search CRD 4373195 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Henderly’s full registration record.
