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Aaron Charles Wieand

Integrated Financial Planning Solutions, LLC

Goshen, IN

CRD 6405872

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Employer firm

Integrated Financial Planning Solutions, LLC CRD 153824

164 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Educational seminars

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

Current Employers
Integrated Financial Planning Solutions, Llc

203 South Main Street Suite 2A, Goshen, IN 46526 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2020-01-31
IN RA APPROVED 2014-10-15
  • MI RA
    APPROVED
    Since 2020-01-31
  • IN RA
    APPROVED
    Since 2014-10-15

Branch Locations

203 South Main Street Suite 2A, Goshen, IN 46526 • 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
Integrated Financial Planning Solutions, Llc Goshen IN 10/2014 Present
Cambia Health Solutions Portland OR 08/2014 10/2019
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-02
  • S65 Uniform Investment Adviser Law Examination
    2014-10-02
Designations
  • Certified Financial Planner
  • Personal Financial Specialist

View on SEC IAPD

Nearby Firms

EDWARD JONES
LPL FINANCIAL LLC
KEY INVESTMENT SERVICES LLC

Nearby Investors

Richard Scott Puckett
John Thomas Jacobson
FAY ANNETTE PLOEGER

Nearby Offices

EDWARD JONES · GOSHEN, IN
EDWARD JONES · GOSHEN, IN
EDWARD JONES · GOSHEN, IN

More in Goshen, IN

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