NW
NW

Ned Lee Wyse

27 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,311 clients
Average Client Portfolio
$172K average
Assets Under Management
$225.9M

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

219 N Defiance St, Archbold, OH, 43502

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ned owns Wyse Refrigeration and Appliance Service, dedicating minimal time to part-time repair services. He is also an investment adviser representative for Childs Investment Group and 724 Capital, LLC, and a registered representative of DBA CIG Financial Services, spending full-time hours with 724 Capital, LLC.

Employment History
Current Registrations
724 Capital, LLC
February 2022 - Present · 4 yrs
Independent Financial Group, LLCBroker
October 2017 - Present · 8 yrs 4 mos
Childs Investment Group, INC
January 2010 - Present · 16 yrs 1 mo
Previous Registrations
F3logic, LLC
October 2017 - April 2022 · 4 yrs 6 mos
National Planning Corporation ("npc of America" in Fl & Ny)
January 2010 - October 2017 · 7 yrs 9 mos
National Planning CorporationBroker
November 2009 - October 2017 · 7 yrs 11 mos
Investment Advisors
June 2001 - November 2009 · 8 yrs 5 mos
Proequities, INC.Broker
August 1998 - November 2009 · 11 yrs 3 mos
State Registrations6 states
FLINMINCOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.