Drew Wieder, financial advisor Carmel IN
81 score

Drew Wieder

CRD Number: 1997405
Current Firm: Provident Capital Management Inc.

Drew Wieder (CRD# 1997405) is an Investment Advisor Representative working at Provident Capital Management Inc. in Carmel, IN and has over 11 years of experience in the finance industry.

Similar Advisors
Tod Utter, financial advisor Carmel IN
Tod M. Utter
CRD# 2807887
I4 Advisors LLC
Score
103
Similar Advisors
Martin Armbruster, financial advisor Carmel IN
Martin J. Armbruster
CRD# 1068568
Treybourne Wealth Planners
Score
101
Similar Advisors
Thomas Hardin, financial advisor Carmel IN
Thomas L. Hardin
CRD# 838414
Canterbury Investment Management, LLC
Score
101
Company Name Location Dates Years
Provident Capital Management, Inc. Carmel, IN Jun 2014 - Current 2
Self Noblesville, IN Dec 2013 - Jun 2014 < 1
Foliofn Investments, Inc. Vienna, VA Feb 2008 - Nov 2013 5
American United Life Indianapolis, IN Sep 2005 - Feb 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2005
S66 NASAA Uniform Combined State Law Examination Dec 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Drew B. Wieder
Phone Number: 317-705-1999
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    96
    MILLIONS
  • Total Number of Accounts
    539
    ACCOUNTS
  • Average Account Value
    $178,936
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, IN, MI, NY, PA

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
81

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.