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John Paul Wypiszinski

Wiara Investment Management, LLC

Menasha, WI

CRD 2059190

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Employer firm

Wiara Investment Management, LLC CRD 151324

$2.33M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Wiara Investment Management, Llc

806 Valley Road, Suite 14, Menasha, WI 54952 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2024-01-16
  • WI RA
    APPROVED
    Since 2024-01-16

Branch Locations

806 Valley Road, Suite 14, Menasha, WI 54952 • 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
Wiara Investment Management Llc Appleton WI 08/2009 Present
Previous Registrations
  • 2000-05-01 → 2007-02-12
    Wealth Management Llc
    Appleton, WI
Other Businesses

(non investment-related business) Kobussen Buses Ltd, W914 County Road CE, Kaukauna, WI 54130. Seasonal, part-time bus driver (Aug. 2018), approx. 25 hours per month (0 during securities trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-08-08
S63 Uniform Securities Agent State Law Examination 1990-07-26
  • S65 Uniform Investment Adviser Law Examination
    2009-08-08
  • S63 Uniform Securities Agent State Law Examination
    1990-07-26

View on SEC IAPD

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