Ian Wymore (CRD# 6052469) is an Investment Advisor Representative working at Compound Planning in Erie, CO and has over 10 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 4503842
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Compound Planning | New York, NY | Jan 2024 - Current | < 1 |
| Empower Advisory Group, LLC | Greenwood Village, CO | Apr 2023 - Jan 2024 | < 1 |
| Personal Capital Advisors Corporation | Denver, CO | Jun 2018 - Apr 2023 | 4 |
| Personal Capital Advisors Corporation | Denver, CO | May 2017 - Jun 2018 | 1 |
| Personal Capital Advisors Corporation | Denver, CO | Jan 2016 - May 2017 | 1 |
| Morgan Stanley Smith Barney LLC | Chicago, IL | Sep 2015 - Jan 2016 | < 1 |
| Morgan Stanley Smith Barney LLC | Chicago, IL | Aug 2013 - Sep 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
- CO
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Total Assets Under Management1,396MILLIONS
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Total Number of Accounts7,391ACCOUNTS
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Average Account Value$188,872
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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