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Ian Weiner

Fortis Capital Advisors, LLC

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About Ian Weiner

Ian Weiner is a financial advisor with over 6 years of experience. Ian has a background in financial services, with previous roles at GWFS Equities, Inc., Retirement Solutions Group, and Simply Retire, Inc. Ian currently works with Fortis Capital Advisors, LLC and Exos Wealth Strategies, LLC. Ian is a Certified Financial Planner. Ian offers financial planning, pension consulting, and educational seminars.

Firm Information

Ian Weiner is currently registered with Fortis Capital Advisors, LLC. Fortis Capital Advisors, LLC is a registered investment advisor headquartered in Prairie Village, Kansas. With over 30 professionals, the firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals, businesses, and pension and profit-sharing plans. They manage over $630 million in assets for 1,579 clients, including high-net-worth individuals and corporations.
Fortis Capital Advisors, LLC

7301 MISSION ROAD

PRAIRIE VILLAGE, KS 66208

$630.58M

Assets Under Management

8

Total Clients

31

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Ian Weiner’s Registration & Firm History

KS

11/05/2024 - Present

Fortis Capital Advisors, LLC (PRAIRIE VILLAGE KS)

KS

04/26/2018 - 05/11/2018

GWFS EQUITIES, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 09/28/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/09/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/11/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ian Weiner.
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