Bryan Weiss, financial advisor Greenwood IN

Bryan Weiss

CRD Number: 5124457
Current Firm: Marian Financial Partners, Inc.

Bryan Weiss (CRD# 5124457) is an Investment Advisor Representative working at Marian Financial Partners, Inc. in Greenwood, IN and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Frank & Kraft Wealth Coaching, Inc. Greenwood, IN Mar 2015 - Current 5
Marian Financial Partners, Inc. Greenwood, IN Jan 2010 - Current 10
Asset Preservation Alliance Inc. Greenwood, IN Jan 1999 - Current 21
Marian Financial Services, Inc. Greenwood, IN Jul 2006 - Jun 2010 3
Marian Financial Partners, LLC Greenwood, IN Oct 2009 - Feb 2010 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2006
Contact Info for Bryan L. Weiss
Phone Number: 317-888-9465
Registered State(s):
  • FL
  • IN
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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