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Duane W Wimer

United Capital Financial Advisors

Indianapolis, IN

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Current Employers
United Capital Financial Advisors

125 E John Carpenter Frwy Suite 1300, Irving, TX 75062 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2015-05-15
  • IN RA
    APPROVED
    Since 2015-05-15

Branch Locations

54 Monument Circle Suite 601, Indianapolis, IN 46204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Capital Financial Advisors, Llc Irving TX 05/2015 Present
  • 05/2015 → Present
    United Capital Financial Advisors, Llc
    Irving, TX
Previous Registrations
  • 2010-02-17 → 2015-05-15
    Stancorp Investment Advisers, Inc.
    Indianapolis, IN
  • 2002-05-03 → 2010-02-10
    Redwood Investment Advisors Ltd
    Indianapolis, IN
  • 2002-05-03 → 2002-12-31
    Redwood Investment Advisors Ltd
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-03-16
  • S65 Uniform Investment Adviser Law Examination
    2002-03-16
Other Names
  • Duane Wesley Wimer

View on SEC IAPD

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