William Paul Gettings
Algemeen Directeur bij BCGM Wealth Management LLC
Profiel
Mr. William P.
Gettings is a Managing Partner & Wealth Management Advisor at BCGM Wealth Management LLC.
Mr. Gettings was employed as a Principal by Creative Financial Designs, Inc. and a Principal by AXA Advisors LLC.
His professional investment career began in Chicago with The Equitable as a pension & retirement plan specialist.
He traveled the Midwest training and working with Equitable agents; helping their clients set up and fund Retirement Plans.
In 1982, he joined his father in Lafayette, Indiana and together they opened an office in Indianapolis as Financial Services Professionals with AXA Equitable, specializing in Retirement Plans.
Prior to leaving Chicago, he helped a paper distribution company establish a 401(k) Plan, one of the first for the Equitable and in the Midwest.
He received his undergraduate degree from Purdue University.
Actieve functies van William Paul Gettings
| Bedrijven | Functie | Begin |
|---|---|---|
BCGM Wealth Management LLC
 BCGM Wealth Management LLC Investment ManagersFinance BCGM Wealth Management LLC (dba Gettings Reed Financial) is a private, SEC-registered investment advisor and wealth management firm headquartered in Lafayette, Indiana. Gettings Reed Financial provides investment advisory services for individuals, high net worth individuals, foundations, employee sponsored retirement plans, charitable organizations, trusts, and corporations. | Algemeen Directeur | 01-01-2020 |
Eerdere bekende functies van William Paul Gettings
| Bedrijven | Functie | Einde |
|---|---|---|
Creative Financial Designs, Inc.
 Creative Financial Designs, Inc. Investment ManagersFinance Creative Financial Designs, Inc. (Creative) is a privately-owned registered investment advisor headquartered in Kokomo, Indiana. Founded in 1982, Creative provides advisory services to retail and institutional customers, individuals, including high net-worth individuals and business entities, such as charitable organizations, as well as to employer retirement and pension plans. | Corporate Officer/Principal | 01-12-2019 |
Equitable Advisors LLC
 Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Corporate Officer/Principal | 01-07-2002 |
Opleiding van William Paul Gettings
| Purdue University | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Equitable Advisors LLC
Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Finance |
Creative Financial Designs, Inc.
Creative Financial Designs, Inc. Investment ManagersFinance Creative Financial Designs, Inc. (Creative) is a privately-owned registered investment advisor headquartered in Kokomo, Indiana. Founded in 1982, Creative provides advisory services to retail and institutional customers, individuals, including high net-worth individuals and business entities, such as charitable organizations, as well as to employer retirement and pension plans. | Finance |
BCGM Wealth Management LLC
BCGM Wealth Management LLC Investment ManagersFinance BCGM Wealth Management LLC (dba Gettings Reed Financial) is a private, SEC-registered investment advisor and wealth management firm headquartered in Lafayette, Indiana. Gettings Reed Financial provides investment advisory services for individuals, high net worth individuals, foundations, employee sponsored retirement plans, charitable organizations, trusts, and corporations. | Finance |
