William (Bill) Padek AIF®
William (Bill) Padek earned his Bachelor of Science degree in Political Science from Oklahoma State University in 1978. He received his MS in Economics in 1981. Bill began his career in the financial service industry with Rotan Mosle in 1983. He worked for Unit Drilling as a Marketing Representative in 1984. He then joined PainWebber/Geodyne as the National Assistant Marketing Director of Oil and Gas and Income Programs. In 1990, he joined PainWebber’s Managed Accounts division as a Divisional Marketing Consultant, training the PainWebber salesforce on the use of private money managers for retail clients. During this time, Bill completed the CIMA® Certification through the Wharton School of Economics. In 1992, Bill joined MFS Asset Management as a Regional Vice President, servicing the investment broker community. His product line included annuities, 401(k) plans, mutual funds, and Separately Managed Accounts. In 2002, Bill was a cofounder of American Financial Management, a comprehensive Wealth Management Firm. Bill provides comprehensive planning services to individual and qualified retirement plans. He has recently received the Accredited Investment Fiduciary (AIF®) designation. Bill has over 40 years Industry experience and has been affiliated with LPL since 2002.
Bill is an Okie by birth. He married his wife Cheryl, who is from Kansas, in 1985 and they have three children: Maggie, Ted and Will. Will received the honor of Eagle Scout at 14! Bill and Cheryl recently became grandparents with the birth of their grandson Harry. Bill enjoys fly fishing, traveling and piano.