Brian Atwood, financial advisor Mount Pleasant MI

Brian Atwood

CRD Number: 6270148
Current Firm: Independent Advisor Alliance, LLC

Brian Atwood (CRD# 6270148) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Mount Pleasant, MI and has over 8 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Independent Advisor Alliance Charlotte, NC Oct 2018 - Current 5
Lpl Financial LLC Mt. Pleasant, MI Jul 2016 - Current 7
Independent Financial Partners Mt Pleasant, MI Jul 2016 - Nov 2018 2
Various Insurance Carriers For W & R Insurance Agencies Clare, MI Feb 2016 - Jul 2016 < 1
Waddell & Reed Inc. Mt. Pleasant, MI Feb 2015 - Jul 2016 1
Bryan Wieferich Mt. Pleasant, MI Feb 2015 - Jul 2016 1
Eagle Glen Golf Club Farwell, MI May 2007 - Apr 2016 8
Waddell & Reed Inc. Mt. Pleasant, MI Nov 2013 - Feb 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2015
Contact Info for Brian C. Atwood
Phone Number: 888.430.1555
Registered State(s):
  • LA
  • MI
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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