BILL PURK, CPA, MST

President and Founding Shareholder BrokerCheck

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    CONSTRUCTION  |  EMPLOYEE BENEFIT PLAN SERVICES |  GOVERNMENTAL |  HEALTHCARE |  HOME BUILDERS |  MANUFACTURERS AND DISTRIBUTORS |  NOT FOR PROFIT |  PROFESSIONAL ATHLETES |  PROFESSIONAL SERVICES |  REAL ESTATE INVESTORS AND DEVELOPERS |  SALT (STATE AND LOCAL TAXES) |  TAX COMPLIANCE

    EXPERIENCE

    Bill Purk, CPA, is President and a Founding Shareholder at Purk & Associates, P.C., the nationally recognized accounting and management consulting firm he co-founded in 2009. He has had a varied, expansive and distinguished career working in the public and private sectors for more than 40 years. Bill has the knowledge, business acumen and skills to ensure accuracy and results for his clients as well as the understanding that clients’ business goals are achieved. He began his career working as an examiner for the IRS.

    Bill is also part of Purk Advisors, LLC, the wealth management subsidiary of Purk & Associates, P.C., where he leads a team to help clients plan for their retirement, manage investments, and offer financial guidance. Bill is involved with many of the firm’s privately held business clients to implement wealth protection and transfer strategies.

    • Awarded SBA 2014 Small Business Team of the Year for Eastern Missouri
    • Works with Purk Advisors, LLC, wealth management subsidiary of Purk & Associates
    • St. John Vianney High School Hall of Fame Recipient – 2016

    SPECIALIZATION

    • BUSINESS DEVELOPMENT
    • MERGERS & ACQUISITIONS
    • BUSINESS SUCCESSION PLANNING
    • GOVERNMENT RELATIONS
    • LEADERSHIP DEVELOPMENT
    • FINANCE

    EDUCATION AND MEMBERSHIP

    • B.S., Business Administration, University of Missouri – St. Louis, St. Louis, Missouri
    • Missouri Society of Certified Public Accountants (MSCPA)
    • American Institute of Certified Public Accountants (AICPA)

    COMMUNITY INVOLVEMENT

    • Awarded SBA 2014 Small Business Team of the Year for Eastern Missouri
    • St. John Vianney High School Past Board Member – 10+ years

    Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888-528-2987.

    Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.