Brian WileyCRD Number: 4164649
Current Firm: Tree City Advisors, LLC
Compensation Model: Fee Only
Brian Wiley (CRD# 4164649) is an Investment Advisor Representative working at Tree City Advisors, LLC in Boise, ID and has over 19 years of experience in the finance industry.
American Independent Securities Group, LLC
Aspen Capital Management
|Tree City Advisors, LLC||Boise, ID||Jun 2015 - Current||5|
|Cascade Financial Management Inc.||Denver, CO||Aug 2011 - Current||9|
|Fic-salt Lake, LLC||Salt Lake City, UT||May 2010 - Jul 2011||1|
|The Helmstar Group, LLC||Boise, ID||Oct 2009 - Jul 2011||1|
|Sm Aquisition, Inc.||Wofford Heights, CA||Oct 2003 - Jul 2010||6|
|Brokersxpress, LLC||Chicago, IL||Jun 2007 - Jun 2009||2|
|Moneywise||Bakersfield, CA||Mar 2004 - Jun 2009||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2000|
Total Assets Under Management104MILLIONS
Total Number of Accounts551ACCOUNTS
Average Account Value$188,850
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
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