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Aaron Charles Wieand

Integrated Financial Planning Solutions, LLC

Goshen, IN

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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

View on SEC IAPD

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