Brian Christopher Atwood

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

• 07/2016 → Present
  Lpl Financial Llc
  Mt. Pleasant, MI
• 07/2016 → 11/2018
  Independent Financial Partners
  Mt Pleasant, MI
• 10/2018 → Present
  Independent Advisor Alliance
  Charlotte, NC

Previous Registrations

• 2016-07-28 → 2018-11-27
  Independent Financial Partners
  Mt Pleasant, MI
• 2015-08-21 → 2016-08-04
  Waddell & Reed
  Mt. Pleasant, MI
  Grand Rapids, MI

Other Businesses

1. 07/26/2016: Wieferich Financial - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) - Start 07/25/2016 - 130 Hrs/Mo; 7 Hours During Securities Trading 2. 8/9/2016 - Wieferich Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Licensed Admin. - Started 07/25/2016 - 130 Hours Per Month/7 Hours During Securities Trading 3. 11/1/2018 - BBWA Group, LLC - Investment Related - Mt Pleasant, MI - Real Estate Rental - Started 11/01/2018 - 15 Hours Per Month/0 Hours During Securities Trading 4. 3/10/2020 - AV Ventures, LLC - Investment Related - Mt. Pleasant, MI - Real Estate Rental - Co-owner - Started 12/30/2019 - 20 Hours Per Month/0 Hours During Securities Trading 5. 04/01/2026 - 1251 Investments LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Clare, MI - Start Date 04/01/2026 - 1 hour per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2015-08-21

Designations

• Chartered Financial Consultant