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Brian James Wiley

24 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
115 advisors
Number of Clients
6,762 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:$250K
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Location

1673 W Shoreline Drive, Suite 140, Boise, ID, 83702

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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

Brian hosts a radio program called The Real Money Pros and is the managing director, dedicating about 10-20% of his time. He also owns Freedom Folios LLC, a software as a service company, spending a few hours per week on ownership-related activities.

Employment History
Current Registrations
Apollon Wealth Management, LLC
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Tree City Advisors, LLC
September 2015 - December 2022 · 7 yrs 3 mos
Cascade Financial Management, INC.
August 2011 - December 2015 · 4 yrs 4 mos
Financial Insight Center
May 2010 - August 2011 · 1 yr 3 mos
The Helmstar Group
October 2009 - August 2011 · 1 yr 10 mos
Brokersxpress LLC
June 2007 - September 2009 · 2 yrs 3 mos
Securities America Advisors, INC.
July 2002 - June 2007 · 4 yrs 11 mos
Brookstreet Capital Management
June 2001 - August 2002 · 1 yr 2 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.