Ned Wyse, financial advisor Archbold OH
93 score

Ned Wyse

CRD Number: 3082755
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Ned Wyse (CRD# 3082755) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Archbold, OH and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Childs Investment Group, Inc. Archbold, OH Nov 2009 - Current 7
National Planning Corporation Archbold, OH Nov 2009 - Current 7
Proequities, Inc. Archbold, OH Jun 1998 - Nov 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Sep 2002
Contact Info for Ned L. Wyse
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • MI
  • OH
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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