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Wyatt Wieland

1 Year of Experience
Colorado Springs, CO
Broker

Wyatt Wieland is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Colorado Springs, CO, with 1 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

3210 E. Woodmen Rd., Suite 210, Colorado Springs, CO, 80920

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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 Activities

Wyatt works as an associate/employee at Wieland Wealth Management, providing investment advice, retirement planning, and services to individuals and families. This takes about 10-20% of Wyatt's time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2024 - Present · 1 yr 9 mos
Raymond James Financial Services, INC.Broker
June 2024 - Present · 1 yr 11 mos
State Registrations4 states
CONDNYWY
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.