Ian Weiner is a CFP-designated registered investment advisor, based in Bentonville, AR, with 5 years of industry experience.
Location
240 S Main Street, Suite 526, Bentonville, AR, 72712
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ian is the President/Owner of Simply Retire Inc., providing marketing and consulting services, and spends about a quarter of his time on this. He is also an independent insurance agent, dedicating nearly full-time hours to this activity, and a member/co-owner of Finlaw Consulting, LLC, spending about 10-20% of his time there.
Employment History
Current Registrations
Great Point Capital LLC
Great Point Capital LLCBroker
Fortis Capital Advisors, LLC
Previous Registrations
Exos Wealth Strategies, LLC
Ae Wealth Management, LLC
Gwfs Equities, INC.Broker
State Registrations3 states
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