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  2. Seymour, CT
Richard Wiegand, financial advisor Seymour CT

Richard Wiegand

CRD Number: 2105619
Current Firm: Proactive Investment Management, LLC

Richard Wiegand (CRD# 2105619) is an Investment Advisor Representative working at Proactive Investment Management, LLC in Seymour, CT and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Proactive Investment Management, LLC Seymour, CT May 2007 - Current 16
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2007
S66 NASAA Uniform Combined State Law Examination Jan 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Richard W. Wiegand
Phone Number: 203-252-6219
Registered State(s):
  • CT
Current Firm Details
Proactive Investment Management, LLC
Firm's CRD Number: 143386
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $287,500
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Market timing services
Types of Clients
Registered States

CT

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