Bryan
Wieferich
Independent Advisor Alliance, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Bryan Wieferich is a certified financial planner based in Mount Pleasant, Michigan with 5 years of industry experience. Wieferich currently works for Independent Advisor Alliance, LLC. Over the course of their career, Wieferich has held roles at Wieferich Properties, Inc, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Central Michigan University Athletics, Mt Pleasant Jaycees, Mt Pleasant Area Community Foundaton, Lpl Financial, LLC, Independent Financial Partners and Independent Advisor Alliance, LLC. Wieferich has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Arizona, Michigan, North Carolina, Ohio and Wyoming. Independent Advisor Alliance, LLC is a financial advisory firm that has its headquarters in Charlotte, NC. The company has offices in 132 locations and a total of 227 advisors. It oversees $10 billion in assets under management across its 47,432 accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advisory services to 91 charities and foundations. Of its 47,432 customer accounts, 28% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees largely are based on which services the firm provides the client. Fee types billed by Independent Advisor Alliance, LLC likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Independent Advisor Alliance, LLC Brokerage Details
$10,095,700,130
227
47,432
$212,846
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Bryan Wieferich Work History
Bryan has been registered as a financial advisor for 5 years.*
Independent Advisor Alliance, LLC
Lpl Financial, LLC
Mt Pleasant Area Community Foundaton
Wieferich Properties, Inc
Central Michigan University Athletics
Independent Financial Partners
Mt Pleasant Jaycees
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
*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 Bryan Wieferich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Independent Advisor Alliance, LLC
Cary, NC
Rock Hill, SC
North, PA
Columbia, SC
Little Rock, AR
Sussex, WI
Knoxville, TN
Columbia, SC
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
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.
