William Romey has been an investment adviser representative at ETF Portfolio Partners since September 2021, and is not listed among the firm’s executive officers or direct owners.
ETF Portfolio Partners, Inc. is a Leawood, KS firm with $431M under management, 443 clients and 4 advisers across 2 offices, as of its January 2026 filing.
- ETF Portfolio Partners, Inc.Current– present · 5 yearsLeawood, KS · Adviser representative · Firm CRD 128366
Investment adviser representative registrations
William Romey is registered as an investment adviser representative in 7 states. The first approvals date from September 2021; the most recent is North Carolina, in June 2025.
- CaliforniaSince 28 September 2021
- FloridaSince 6 January 2022
- KansasSince 28 September 2021
- MissouriSince 28 September 2021
- NebraskaSince 12 November 2024
- North CarolinaSince 13 June 2025
- TexasSince 28 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 September 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William Charles Romey
- CRD
- 7408760
- Firm
- ETF Portfolio Partners · CRD 128366
- Office
- 4831 W. 136TH STREET, SUITE 300, Leawood, KS 66224-5922
- Registration
- Investment adviser registration
- In the industry since
- September 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does William Romey work?
William Romey is an investment adviser representative registered through ETF Portfolio Partners, Inc. since September 2021, and is not listed among the firm’s executive officers or direct owners.
Is William Romey a financial advisor?
Yes. William Romey has a current investment-adviser registration in California, Florida, Kansas, Missouri, Nebraska, North Carolina and Texas, through ETF Portfolio Partners since September 2021.
How many years of experience does William Romey have?
William Romey has 5 years in the financial industry, since September 2021, across 1 adviser firm.
What exams has William Romey passed?
William Romey passed the Series 65 in September 2021.
Where is William Romey based?
William Romey’s registered office is in Leawood, KS.
Is William Romey registered with FINRA?
No. William Romey has no current broker registration.
How can I verify William Romey’s record?
Search CRD 7408760 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Romey’s full registration record.