Ian
Weiner

Exos Wealth Strategies, LLC

CRD#6750787
Investment Advisor
in Bentonvile, AR

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About this Advisor

Ian Weiner is a certified financial planner operating in Bentonvile, Arkansas with 1 year of industry experience. Weiner currently works for Exos Wealth Strategies, LLC. The advisor has gained experience at Gwfs Equities, Inc, Keller Williams, Northwestern Mutual, Verizon Wireless, Student- Full Time- International House Of Prayer, Ae Wealth Management, LLC, Retirement Solutions Group, Eco Water Of Kansas, Chownow, Commerce Bank, Jhs Pedals, Nebraska Furniture Mart, Select Quote, Exos Wealth Strategies and Simply Retire, Inc. Weiner has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Arkansas and Texas. Exos Wealth Strategies, LLC is an advisory company with a branch in Bentonvile, Arkansas.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Office Location

Bentonvile, AR

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Ian Weiner Work History

Ian has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Exos Wealth Strategies

2020 - Present (4 years)

Simply Retire, Inc

2019 - 2020 (1 year)

Ae Wealth Management, LLC

2019 - 2021 (2 years)

Retirement Solutions Group

2019 - 2019 (< 1 year)

Eco Water Of Kansas

2019 - 2019 (< 1 year)

Chownow

2019 - 2019 (< 1 year)

Commerce Bank

2018 - 2018 (< 1 year)

Gwfs Equities, Inc

2018 - 2019 (1 year)

Jhs Pedals

2018 - 2018 (< 1 year)

Nebraska Furniture Mart

2018 - 2018 (< 1 year)

Select Quote

2017 - 2020 (3 years)

Keller Williams

2017 - 2017 (< 1 year)

Northwestern Mutual

2013 - 2017 (4 years)

Verizon Wireless

2010 - 2013 (3 years)

Student- Full Time- International House Of Prayer

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ian Weiner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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