TrueAdvisor
TrueAdvisor
AW
AW

Alan Wyse

724 Capital, LLC
25 Years of Experience
Archbold, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Alan Wyse is a registered investment advisor at 724 Capital, LLC, based in Archbold, OH, with 25 years of industry experience. Alan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,270 clients with $260M in assets under management.

724 Capital, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,270 clients
Average Client Portfolio
$204K average
Assets Under Management
$258.9M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are generally negotiable. Pension consulting services are charged at 1.50% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

219 N. Defiance Street, Archbold, OH, 43502

Get directions

History

Regulatory History
Clean regulatory record

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 ActivitiesSells Insurance

Alan is an independent contractor providing tax preparation services, an agent/representative offering fixed insurance products, and a board member for a property and casualty insurance company. He also works as an agent/representative for 724 Capital LLC, an outside RIA, dedicating about a quarter of his time to this role.

Employment History
Current Registrations
724 Capital, LLC
January 2026 - Present · 9 mos
Independent Financial Group, LLC
January 2019 - Present · 7 yrs 9 mos
Independent Financial Group, LLCBroker
October 2017 - Present · 9 yrs
Previous Registrations
724 Capital, LLC
February 2022 - December 2025 · 3 yrs 10 mos
F3logic, LLC
October 2017 - April 2022 · 4 yrs 6 mos
National Planning Corporation ("npc of America" in Fl & Ny)
April 2009 - October 2017 · 8 yrs 6 mos
National Planning CorporationBroker
April 2009 - October 2017 · 8 yrs 6 mos
Childs Investment Group, INC
December 2003 - November 2022 · 18 yrs 11 mos
Fsc Securities Corporation
December 2003 - May 2009 · 5 yrs 5 mos
Fsc Securities CorporationBroker
December 2003 - May 2009 · 5 yrs 5 mos
Fsc Securities Corporation
December 2002 - December 2003 · 1 yr
Fsc Securities CorporationBroker
October 2002 - December 2003 · 1 yr 2 mos
Edward JonesBroker
September 2000 - October 2002 · 2 yrs 1 mo
State Registrations4 states
FLMINCOH
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Archbold, OH →All financial advisors in Ohio →