Alan Wyse is a registered investment advisor at 724 Capital, LLC, based in Archbold, OH, with 25 years of industry experience. Alan 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 Street, 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 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
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
724 Capital, LLC
F3logic, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Childs Investment Group, INC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Edward JonesBroker
State Registrations4 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.