Bryan Lee Weiss

Employer firm

Marian Investor Coaching, Inc. CRD 152951

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/1999 → Present
  Asset Preservation Alliance Inc.
  Greenwood, IN
• 03/2015 → Present
  Frank & Kraft Wealth Coaching, Inc.
  Greenwood, IN
• 01/2010 → Present
  Marian Financial Partners, Inc.
  Greenwood, IN

Previous Registrations

• 2015-06-01 → 2024-11-04
  Frank & Kraft Wealth Coaching, Inc.
  Indianapolis, IN
• 2006-08-09 → 2010-07-01
  Marian Financial Services, Inc.
  St. Johns, FL
• 2009-10-14 → 2010-02-10
  Marian Financial Partners Llc
  Greenwood, IN
• 2006-04-04 → 2006-10-30
  Asset Preservation Alliance Inc.
  Greenwood, IN

Other Businesses

ASSET PRESERVATION ALLIANCE INC; NOT INVESTMENT RELATED; 698 OLDEFIELD COMMONS DRIVE, SUITE 1, GREENWOOD, IN 46142; INSURANCE; PRESIDENT; 8HRS/MO; 8HRS/MO; DAY-TO-DAY OPERATIONS.BRYAN L. WEISS OWNS ASSET PRESERVATION ALLIANCE, INC. WHICH IS THE FIRM WHERE HE CONDUCTS HIS INSURANCE AGENCY ACTIVITIES. MR. WEISS SPENDS AN INSIGNIFICANT AMOUNT OF TIME (LESS THAN 2%) WORKING FOR ASSET PRESERVATION ALLIANCE, INC. AND A SIGNIFICANT AMOUNT OF TIME (MORE THAN 98%) WORKING FOR MARIAN FINANCIAL PARTNERS, INC. AND FRANK & KRAFT WEALTH COACHING, INC. FRANK & KRAFT WEALTH COACHING, INC.; INVESTMENT RELATED; 135 N. PENNSYLVANIA STREET, SUITE 1100, INDIANAPOLIS, IN 46204; REGISTERED INVESTMENT ADVISER; CO-OWNER; 75 HRS/MO - 75 HRS/MO; DAY TO DAY OPERATIONS CLIENT SERVICING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-18