Bryan Wieferich, financial advisor Mount Pleasant MI

Bryan Wieferich

CRD Number: 4502847
Current Firm: Independent Advisor Alliance, LLC

Bryan Wieferich (CRD# 4502847) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Mount Pleasant, MI and has over 21 years of experience in the finance industry. Bryan Wieferich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Independent Advisor Alliance, LLC Mount Pleasant, MI Oct 2018 - Current 5
Lpl Financial, LLC Mt. Pleasant, MI Jul 2016 - Current 7
Mt Pleasant Area Community Foundaton Mt Pleasant, MI Jan 2015 - Current 9
Wieferich Properties, Inc. Farwell, MI Jan 2011 - Current 13
Central Michigan University Athletics Mt. Pleasant, MI Sep 2009 - Current 14
Independent Financial Partners Mt Pleasant, MI Jul 2016 - Oct 2018 2
Various Insurance Carriers For W&r Insurance Agencies Mt Pleasant, MI May 2002 - Jul 2016 14
Waddell & Reed, Inc. Mt Pleasant, MI Jan 2002 - Jul 2016 14
Mt Pleasant Jaycees Mt Pleasant, MI Feb 2013 - Dec 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2002
Contact Info for Bryan M. Wieferich
Phone Number: 888.430.1555
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    12,827
    MILLIONS
  • Total Number of Accounts
    52,309
    ACCOUNTS
  • Average Account Value
    $245,214
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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