Aaron Wieand
CRD Number: 6405872Current 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).
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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Lpl Financial LLC
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Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Integrated Financial Planning Solutions, LLC | Goshen, IN | Oct 2014 - Current | 9 |
Cambia Health Solutions | Portland, OR | Aug 2014 - Oct 2019 | 5 |
Patrick Industries, Inc. | Elkhart, IN | Jul 2012 - Jul 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2014 |
- IN
- MI
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
IN, MI
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