Ian Wild (CRD# 6107137) is an Investment Advisor Representative working at All-pro Advisors LLC in Gibsonia, PA and has over 6 years of experience in the finance industry. Ian Wild 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# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenrose Wealth Management, LLC | Cranberry Township, PA | Feb 2023 - Current | 1 |
| All-pro Advisors LLC | Gibsonia, PA | Sep 2020 - Current | 3 |
| Origin Financial | Gibsonia, PA | Oct 2021 - Jan 2022 | < 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Apr 2017 - Aug 2020 | 3 |
| Hbks Wealth Advisors | Wexford, PA | Feb 2017 - Jul 2020 | 3 |
| Toronto Argonauts Football Club | Toronto, | Jan 2019 - Jan 2020 | 1 |
| Winnipeg Blue Bombersfootball Club | Winnipeg, | Aug 2015 - Dec 2018 | 3 |
| Pittsburgh Steelers Football Club | Pittsburgh, PA | Jan 2015 - Aug 2015 | < 1 |
| Winnipeg Blue Bombers Football Club | Winnipeg, | Jun 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- NY
- PA
- VA
-
Total Assets Under Management16MILLIONS
-
Total Number of Accounts282ACCOUNTS
-
Average Account Value$56,735
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
NY, PA, VA
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