AW
AW

Arthur Wiederman

18 Years of Experience
Laguna Beach, CA

Arthur Wiederman is a registered investment advisor at Wiederman & Associates, based in Laguna Beach, CA, with 18 years of industry experience. Arthur operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Laguna Beach, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Arthur is a Consulting Senior Manager at Eide Bailly, LLP, working about 10-20% of his time. He is also a Managing Partner at Wiederman Madurowicz Partnership, a dental practice brokerage business, dedicating about a quarter of his time to this.

Employment History
Current Registrations
Wiederman & Associates
February 2018 - Present · 8 yrs 2 mos
Previous Registrations
Wiederman & Associates
February 2012 - December 2017 · 5 yrs 10 mos
Wiederman & Associates
September 2009 - December 2011 · 2 yrs 3 mos
Wiederman & Associates
January 2005 - December 2006 · 1 yr 11 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.