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.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Aspen Capital Management
| 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 |
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Total Assets Under Management104MILLIONS
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Total Number of Accounts551ACCOUNTS
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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
CA, ID
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