Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Wieferich is a financial advisor with over 20 years of experience in the industry. Bryan is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7 and 66 licenses. Bryan is registered with the state of Michigan and Texas and has over 68 clients. Bryan works with Independent Advisor Alliance, LLC which is based in Charlotte, North Carolina. Independent Advisor Alliance provides a variety of services including financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and investment companies. Bryan has an extensive background in the financial industry and is committed to providing clients with personalized advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
01/02/2024 - Present
Independent Advisor Alliance, LLC (Mount Pleasant MI)
MI
06/04/2002 - 08/04/2016
WADDELL & REED (GRAND RAPIDS MI)
BOTH
Issued 06/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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