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Bryan Wieferich

Independent Advisor Alliance, LLC
24 Years of Experience
Mount Pleasant, MI
BrokerSells Insurance
View SEC Summary
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Bryan Wieferich is a CFP-designated registered investment advisor at Independent Advisor Alliance, LLC, based in Mount Pleasant, MI, with 24 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 45,002 clients with $17B in assets under management.

Independent Advisor Alliance, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
303 advisors
Number of Clients
45,002 clients
Average Client Portfolio
$383K average
Assets Under Management
$17.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.00%. Fees are negotiable and may vary based on account size, complexity, and services included.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

110 East Broadway Street, Suite B, Mount Pleasant, MI, 48858

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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.

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Other Business ActivitiesSells Insurance

Bryan is involved in several business activities, including real estate rental through Wieferich Properties, Inc. and BBWA Group LLC, and co-ownership in Jump Entertainment LLC and PK Pizza, LLC. He also works with Independent Advisor Alliance as a Registered Investment Advisor and sells fixed insurance products, dedicating a few hours per week to the latter.

Employment History
Current Registrations
Independent Advisor Alliance, LLC
October 2018 - Present · 8 yrs
LPL Financial LLCBroker
July 2016 - Present · 10 yrs 3 mos
Previous Registrations
Independent Financial Partners
July 2016 - December 2018 · 2 yrs 5 mos
Waddell & Reed
April 2010 - August 2016 · 6 yrs 4 mos
Waddell & Reed, INC.
October 2004 - December 2007 · 3 yrs 2 mos
Waddell & ReedBroker
June 2002 - August 2016 · 14 yrs 2 mos
State Registrations16 states
AKAZCAFLGAHIILINMINCOHRITNTXVAWY
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.
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