Brian Atwood
Brian Atwood is a ChFC-designated registered investment advisor at Independent Advisor Alliance, LLC, based in Mount Pleasant, MI, with 10 years of industry experience. Brian 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
110 East Broadway Street, Suite B, Mount Pleasant, MI, 48858
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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
Brian operates Wieferich Financial as a DBA for his LPL business and as a registered investment advisor DBA, dedicating nearly full-time hours to these activities. He also co-owns AV Ventures, LLC and BBWA Group, LLC, both involved in real estate rental, spending about 10-20% of his time on these ventures.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Independent Financial Partners
Waddell & Reed
Waddell & ReedBroker
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.