Wiara Investment Management, LLC

Wiara Investment Management, LLC (CRD# 151324) is a financial advisory firm headquartered in Appleton, WI. They manage $5,109,693 in 35 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $145,991
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, WI

Financial Advisors at Wiara Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John P. Wypiszinski
CRD#: 2059190
Kaukauna, WI
93
Wealthminder
score

John Wypiszinski (CRD# 2059190) is an Investment Advisor Representative working at Wiara Investment Management, LLC in Kaukauna, WI and has over 26 years of experience in the finance industry.

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