True Autonomy
Part of true independence with Sovereign means that we will continue to offer our advisors more options that fit your business. We believe that regardless of the type of advisor, it's up to us to provide the right infrastructure in order for you to succeed.
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When you select the model that best fits your practice, know that whatever path you choose, you can rely on us to deliver flexible, holistic support that works for you today and as your business grows.​
Bill Kaufmann, Financial Advisor
About Bill Kaufmann, Financial Advisor
Graduate of Drake University, located in Des Moines, Iowa, Bill holds a Bachelors of Science in Business Administration (BSBA) with degrees in Finance and Economics. A Navy and Marine Vet, he proudly served our country for 14 years. Bill has been assisting clients with their financial planning needs for over 20 years. He resides in Florida with his family and his dog Titus.
What are your Investment Needs?
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Stock Analysis
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Financial Planning
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Retirement Planning
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Education Planning
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Individual Stock Accounts for Wealth Management
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Business Accounts
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401 K Set up and Management
Contact Bill Kaufmann
Phone: 321.405.9654