Jeffrey Weiand is a CFP-designated registered investment advisor at Rtd Financial Advisors INC, based in Philadelphia, PA, with 34 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 837 clients with $2.7B in assets under management.
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RTD Financial does not provide investment management services for individual investors. They provide investment management for employer retirement plans, trusts, and non-profits.
Contact
Jeffrey Weiand
Location
30 S. 17th Street, Suite 1620, Philadelphia, PA, 19103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rtd Financial Advisors INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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Additional Information
Jeff A. Weiand is Executive Vice President, Chief Operating and Compliance Officer of RTD Financial Advisors, Inc. Mr. Weiand joined the firm in 1985 and became a senior shareholder in 1995. He is a CERTIFIED FINANCIAL PLANNER™ practitioner which he earned in 1989. Mr. Weiand also earned the ACCREDITED INVESTMENT FIDUCIARY™ professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. A graduate of Rutgers College in New Brunswick, NJ, he earned his Bachelor of Arts degree in Economics with a concentration in Finance.