William E. Kumpe [ChFEBC℠]
5100 Poplar Ave
Suite 101, Floor 27
Memphis, TN 38137
Original Certification Date: 11/11/2016
ChFEBC℠ Number: S62K0W169
ChFEBC℠, HR Certificate: 12/16/2021
Organization: 360 Investment & Retirement Advisory (360 IRA)
Phone: 636-896-4052
Cell: 314-803-1499
Fax: 844-436-0329
Email: wkumpe@360ira.com
Website: www.360ira.com
States Licensed: MO, AR, LA, AZ, TX, SC, GA, MS, AL, IN, NV, KY, IL, TN
State Insurance License #: 8431459 (MO)
CRD#: 6904018
Primary Insurance: At 360 IRA, we partner with a wide array of highly rated insurance companies to provide our clients with numerous options that best fits their specific needs
Primary Investment: Through our partnership with TD Ameritrade, we have access to their extensive trading platform which includes: stocks, mutual funds, ETF’s, bonds, preferred stocks & other investment programs to meet the needs of all types of investors
Services: At 360 IRA, we focus on comprehensive financial and retirement planning. Our services are tailored to help individuals and families transition comfortably into retirement with a special emphasis on income planning and tax reduction
Addition Information: Before beginning my financial services career, I was a Colonel in the United States Army Reserve. I also served for approximately 24 years as an administrative law judge with the Social Security