Nicholas Wiedrich
Nicholas Wiedrich is a registered investment advisor at Independent Advisor Alliance, LLC, based in Bismark, ND, with 17 years of industry experience. Nicholas 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, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
Location
4401 Coleman Street, Suite 103, Bismark, ND, 58503
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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
Nicholas is affiliated with North Point Financial Planners, LTCi Partners, Blue Cross Blue Shield of North Dakota, Independent Advisor Alliance, Griswold Holdings, and Sage Insurance Partners. He spends full-time hours providing investment advisory services through Independent Advisor Alliance, and minimal time with the other entities, some of which involve non-variable insurance.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
Previous Registrations
Level Four Advisory Services
LPL Financial LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations5 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.