Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
2yrs
William Marshall
Financial advisor at Newedge Advisors
William Marshall is a fiduciary financial advisor in Overland Park, Kansas, with 2 years in the industry. William joined Newedge Advisors in 2025, after less than a year at ESI Financial Advisors. Newedge Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2517 advisors with offices in Overland Park, and one of 2258 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office7200 W. 132nd Street Suite 190, Overland Park, KS 66213
FirmNewedge Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$813,531
Advisors at the firm594
States licensed ?1 state
Services through Newedge Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Apr 2025 – nowNewedge AdvisorsCurrent firm
- Feb 2025 – Feb 2025Equity Services, Inc.Previously
Questions to ask William
Tailored to William’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About William
How do I contact William?
Call Newedge Advisors at 504-459-4391 and ask for William Marshall. William works from the Overland Park, KS office.
How long has William been a financial advisor?
William has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does William hold?
Series 66. Tap any license on this page to see what it allows.
Is William a fiduciary?
William is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is William paid?
Newedge Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask William for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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