Aaron Wieand
Aaron Wieand is a CFP, PFS-designated registered investment advisor at Integrated Financial Planning Solutions, LLC, based in Goshen, IN, with 11 years of industry experience. Aaron 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 5 more. Their firm serves 164 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
IFPS does not offer investment management services. They provide investment recommendations as part of their financial planning services.
Contact
Aaron Wieand
Location
203 South Main Street, Suite 2A, Goshen, IN, 46526
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Integrated Financial Planning Solutions, LLC
State Registrations2 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.
Exams
Additional Information
Aaron has a passion for helping clients develop and execute a comprehensive, tax-efficient financial strategy. Building a comprehensive strategy hinges on three key areas: