William Czerkies, Jr. is a financial professional, CEO and founder of Capital Advisory Group, a licensed insurance agency and consulting firm based in Knoxville, TN which utilizes a private network of financial, tax and law professionals. One of our primary objectives is to assist our clients create more wealth while minimizing risk and tax burdens.
William studied business management at Davenport University in Kalamazoo, MI, and is an alumnus of Rhema Bible Training College, in Broken Arrow, OK. Capital Advisory Group is a member of the National Ethics Bureau and of the Farragut West Knox Chamber of Commerce. In the year 2018, William moved his base of operations to Farragut, TN and organized Capital Advisory Group LLC, in Tennessee in 2019.
He is a licensed insurance agent for life, accident & health, and legal plans in Tennessee, and life insurance licenses in Alabama, Florida, Georgia, Indiana, Kentucky, Michigan, North Carolina, Ohio, Tennessee, Virginia and Wyoming and has been an Independent Associate for Legal Shield from 1999 to the present.
In addition, William Czerkies has been involved in the acquisition or disposition of 37 manufactured home communities across 8 States with a combined value in excess of 180mm to include over 9,000 pads. His services range everything from contract negotiations to closing and everything in between with subsequent activities to include anything to do with operating and turning around a distressed property.
We are intimately familiar with the challenges faced by manufactured home community operators. Our network of advanced planning professionals cater to the specific challenges in the areas of asset protection, tax favored income and asset distributions for multi-family commercial income producing properties.
We have extensive experience with all phases of the acquisition, and or rehabilitation and disposition of manufactured home communities. Our consulting services in this market place range from A-Z with all things related to creating sales memorandums, financing, valuation, pro-formas, P&L and operating statement auditing, due diligence, sales and marketing, operations management, home procurement, leasing, capital improvements and lot leasing.
Personally Held Licenses:
2018-Present: TN Accident, Health, Life and Legal Insurance Sales License # 2266816
2000-Present: Life, Accident Health License. Multiple States.
1999-Present: Independent Associate, Legal Shield. Current Title: Sr. Director
2003-2020: Licensed Clergy, Pastor and President of Believers Church, domiciled in Michigan.
2008-2018 Michigan Licensed Real Estate Salesperson
1992-1996: Life, Accident & Health License, MI
Corporately Held Licenses:
2019-Present: Capital Advisory Group LLC, TN Life Insurance License # 2458675
2009-2018: Capital Advisory Group, MI Licensed Life Insurance Agency (Capital Advisory Group and Capital Security Company were the same licensed agency. The name was changed to avoid confusion with a security guard company with a similar name.)
2000-2009: Capital Security Company, MI Licensed Life Insurance Agency