Brian Weckman (CRD# 2912379) is an Investment Advisor Representative working at Actis Wealth Management in Waukee, IA and has over 26 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Actis Wealth Management L.c. | Waukee, IA | Dec 2019 - Current | 4 |
Central Iowa Resellers LLC | Des Moines, IA | Oct 2019 - Current | 4 |
Awm Properties L.c. | Des Moines, IA | Feb 2008 - Current | 16 |
Brian Weckman, Sole Proprieter | Des Moines, IA | Jun 2001 - Current | 22 |
Triforce Management Applications LLC | Des Moines, IA | Dec 2017 - Jul 2021 | 3 |
Weckman Properties L.c. | Des Moines, IA | Apr 2002 - Oct 2020 | 18 |
Lpl Financial, Llc (formerly: Linsco/private Ledger) | West Des Moines, IA | May 2001 - Dec 2019 | 18 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1997 |
S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
- IA
- TX
-
Total Assets Under Management44MILLIONS
-
Total Number of Accounts250ACCOUNTS
-
Average Account Value$175,234
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
IA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.