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.

Similar Advisors
Thomas Hardin, financial advisor Greenwood IN
Thomas L. Hardin
CRD# 838414
Canterbury Investment Management, LLC
Similar Advisors
Evan Bedel, financial advisor Greenwood IN
Evan D. Bedel
CRD# 5004530
Bedel Financial Consulting Inc.
Similar Advisors
Meredith Carbrey, financial advisor Greenwood IN
Meredith L. Carbrey
CRD# 5515511
Bedel Financial Consulting Inc.
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
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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

FL, IN, OH

Ready to hire a financial advisor? Get competitive proposals from Bryan Weiss and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.