William E. Kumpe

William E. Kumpe [ChFEBC℠]

2225 Bluestone Drive
St Charles, MO 63303

Original Certification Date: 11/11/2016

ChFEBC℠ Number: 1096KW2S6

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

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

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