Brian Wiley, financial advisor Boise ID

Brian Wiley

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Brian J. Wiley
Phone Number: (208) 888-1244
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    104
    MILLIONS
  • Total Number of Accounts
    551
    ACCOUNTS
  • Average Account Value
    $188,850
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, ID

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