Bryan Matthew Wieferich

Employer firm

Independent Advisor Alliance, LLC CRD 168267

$17.2B regulatory AUM 533 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → Present
  Central Michigan University Athletics
  Mt. Pleasant, MI
• 01/2011 → Present
  Wieferich Properties, Inc.
  Farwell, MI
• 01/2015 → Present
  Mt Pleasant Area Community Foundaton
  Mt Pleasant, MI
• 07/2016 → Present
  Lpl Financial, Llc
  Mt. Pleasant, MI
• 07/2016 → 10/2018
  Independent Financial Partners
  Mt Pleasant, MI
• 10/2018 → Present
  Independent Advisor Alliance, Llc
  Mount Pleasant, MI

Previous Registrations

• 2016-07-28 → 2018-12-27
  Independent Financial Partners
  Mt Pleasant, MI
• 2004-10-25 → 2016-08-04
  Waddell & Reed
  Mt Pleasant, MI
  Grand Rapids, MI
  Mt. Pleasant, MI

Other Businesses

1. 07/26/2016: Wieferich Properties, Inc. - Real Estate Rental - INV REL - 9430 S Old State, Farwell, MI 48622 & 110 E Broadway Ste B Mt. Pleasant, MI 48858 - Started 01/01/2011 - I am the sole owner/operator for the commercial building in which my office is located - 1 Hr/Mo; 0 Hours During Securities Trading; 1% Time Spent 2. 07/26/2016: Central Michigan University - Outside/W-2 Employment - NOT INV REL - At Reported Business Location(s) - Sports Announcing for various college athletic events - 5 Hr/Mo; 0 Hours During Securities Trading; 1% Time Spent 3. 07/28/2016: Wieferich Financial - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) - Started 04/14/2016 - 130 Hr/Mo; 6.5 Hours During Securities Trading; 100% Time Spent 4. 6/9/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent of Record - Started 05/15/2017 - 5 Hours Per Month During Securities Trading - Fixed insurance. 5. 11/6/2018 - Independent Advisor Alliance - DBA: (Hybrid) Wieferich Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 10/22/2018 - 160 Hours Per Month/8 Hours During Securities Trading. 6. 11/6/2018 - Independent Advisor Alliance - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 10/22/2018 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity on 11/06/2018. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 12/21/2018 - BBWA Group LLC - Investment Related - Mt Pleasant, MI 48858 - Real Estate Rental - Started 11/01/2018 - 5 Hours Per Month/0 Hours During Securities Trading - Residential Rental Real Estate. 8. 5/30/2019 - Jump Entertainment LLC - Not Investment Related - 2422 E. Broomfield Rd, Mt. Pleasant, MI 48858 - Business Owner - Member & Co-Owner - Start Date: 05/09/2019 - 5 Hours Per Month/0 Hours During Securities Trading - 50% owner in the local family recreation business, no day-to-day responsibilities. 9. 12/14/2021 - MABER ENTERPRISES, LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date: 12/01/2021 - 0 Hours Per Month/0 Hours During Securities Trading. 10. 12/14/2021 - PK Pizza, LLC - Not Investment Related - 600 S Mission Ste A, Mt. Pleasant, MI 48858 - Other-Restaurant - Member & Co-Owner - Start Date: 12/01/2021 - 10 Hours Per Month/0 Hours During Securities Trading - I am a 50% owner in the local pizza shop, and I have no day-to-day responsibilities. 11. 01/18/2024 - MABER Properties, LLC - Real Estate Rental - Investment Related - Mt. Pleasant, MI - Start Date 06/01/2019 - 5 Hours Per Month/ 0 Hours During Trading 12. 02/08/2024 - MABER EV, LLC - Non-Inv related - Mt. Pleasant, MI - Business Entity For Tax/Investment Purposes Only - Started 1/1/2024 - 1 Hr/Mo; 0 Hr During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2002-06-19

Designations

• Certified Financial Planner