Brian Wieland (CRD# 4412562) is an Investment Advisor Representative working at J. Loyd Capital Management, LLC in Clayton, MO and has over 21 years of experience in the finance industry. Brian Wieland 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.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J. Loyd Capital Management, LLC | Edwardsville, IL | Aug 2015 - Current | 8 |
| Beckland Risk Management, LLC | St. Louis, MO | Jul 2010 - Oct 2020 | 10 |
| Jw Software, Inc. | Saint Louis, MO | Aug 2015 - Feb 2016 | < 1 |
| Deschaine & Company, LLC | St. Louis, MO | Dec 2013 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2002 |
| S65 | NASAA Investment Advisors Law Examination | May 2009 |
- IL
- MO
-
Total Assets Under Management33MILLIONS
-
Total Number of Accounts190ACCOUNTS
-
Average Account Value$172,426
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
IL, MO
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