Aaron Wieand, financial advisor Goshen IN

Aaron Wieand

CRD Number: 6405872
Current Firm: Integrated Financial Planning Solutions, LLC
Compensation Model: Fee Only

Aaron Wieand (CRD# 6405872) is an Investment Advisor Representative working at Integrated Financial Planning Solutions, LLC in Goshen, IN.

 

Aaron brings over 10 years of professional finance and accounting experience to his role as a fee-only financial advisor. Over the course of his career, Aaron specialized in providing strategic insights tailored to the unique opportunities and goals of the organizations and clients he served. Aaron is a graduate of Goshen College, a Certified Public Accountant (CPA), and a member of the American Institute of Certified Public Accountants (AICPA).

CONTACT
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Professional Designations
Company Name Location Dates Years
Integrated Financial Planning Solutions, LLC Goshen, IN Oct 2014 - Current 5
Patrick Industries, Inc. Elkhart, IN Jul 2012 - Current 7
Cambia Health Solutions Portland, OR Aug 2008 - Current 11
Mcgladrey & Pullen, LLP Chicago, IL Aug 2004 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Aaron C. Wieand
Phone Number: 574-334-9499
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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.

IN, MI

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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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