6005 Hidden Valley Road, Suite 290, Carlsbad, CA, 92011
Get directionsNo 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.
Learn about disclosures →Ian is a 50% owner of Vandalia Wealth Management, Inc., and owns VWM, Inc., both entities created for his investment advisory business. Ian is also an insurance agent selling accident, health, sickness, life, variable life, and variable annuity insurance products, dedicating a few hours per week to this activity.