Ned Wyse is a registered investment advisor at 724 Capital, LLC, based in Archbold, OH, with 27 years of industry experience. Ned operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,270 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
219 N Defiance St, Archbold, OH, 43502
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ned owns Wyse Refrigeration and Appliance Service, dedicating minimal time to part-time repair services. He is also an investment adviser representative for Childs Investment Group and 724 Capital, LLC, and a registered representative of DBA CIG Financial Services, spending full-time hours with 724 Capital, LLC.
Employment History
Current Registrations
724 Capital, LLC
Independent Financial Group, LLCBroker
Childs Investment Group, INC
Previous Registrations
724 Capital, LLC
F3logic, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Investment Advisors
Proequities, INC.Broker
State Registrations6 states
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.