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Harold Lloyd Wiemeier

IBN Financial Services, Inc.

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About Harold Lloyd Wiemeier

Harold Lloyd Wiemeier is a financial advisor with over 35 years of experience in the financial services industry. Harold has been registered with IBN Financial Services, Inc. since 2011. Prior to joining IBN Financial Services, Inc., Harold worked at NEW ENGLAND SECURITIES and METLIFE SECURITIES INC.. Harold holds Series 6, 63 and SIE licenses. Harold is registered in Florida, New York and North Carolina. Harold specializes in working with individuals, charitable organizations, corporations, and state or municipal government entities.

Firm Information

Harold Wiemeier is currently registered with IBN Financial Services, Inc.. IBN Financial Services, Inc. is a Corporation formed in 1995 and headquartered in Liverpool, NY. They are a registered investment advisor with the SEC and in 49 states. IBN Financial Services, Inc. provides financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $163 million in assets for 830 clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.
IBN Financial Services, Inc.

404 OLD LIVERPOOL RD

LIVERPOOL, NY 13088

$163.06M

Assets Under Management

Not reported

Total Clients

54

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection and monitoring fees

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Harold Wiemeier’s Registration & Firm History

NY

04/26/2011 - Present

IBN Financial Services, Inc. (LIVERPOOL NY)

NY

12/09/1991 - 04/29/2011

NEW ENGLAND SECURITIES (EAST SYRACUSE NY)

MA

05/24/1985 - 11/25/1991

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

05/24/1985 - 11/25/1991

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/10/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 7 public disclosures for Harold Lloyd Wiemeier. Review regulatory record here.
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