NW
Ned L. Wyse
CHILDS INVESTMENT GROUP,
Archbold, OH 43502
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CRD#: 3082755
NW
Professional summary
Ned Lee Wyse is a registered financial advisor currently at CHILDS INVESTMENT GROUP, INC located in Archbold, Ohio and 724 CAPITAL, LLC located in Archbold, Ohio.
Ned is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Ned has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) WYSE REFRIGERATION AND APPLIANCE SERVICES POSITION: Owner NATURE: Other: INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2008 ADDRESS: 24124 State Route 2, Archbold OH 43502, United States DESCRIPTION: 100% OWNER AND PART TIME REPAIR SERVICE OF WYSE REFRIGERATION AND APPLIANCE SERVICE. (2) CHILDS INVESTMENT GROUP POSITION: Agent/Representative NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2009 ADDRESS: 219 N. Defiance Street, Archbold OH 43502, United States DESCRIPTION: INVESTMENT ADVISER REPRESENTATIVE OF CHILDS INVESTMENT GROUP, A RIA OFFERING ADVISORY SERVICES. (3) CIG FINANCIAL SERVICES POSITION: Agent/Representative NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2009 ADDRESS: 219 N. Defiance Street, Archbold OH 43502, United States DESCRIPTION: REGISTERED REPRESENTATIVE OF DBA CIG FINANCIAL SERVICES USED FOR MARKETING PURPOSES. (4) 724 CAPITAL, LLC POSITION: Agent/Representative NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 FILE DATE: 02/15/2022 START DATE: 04/01/2022 ADDRESS: 219 N. Defiance Street, Archbold OH 43502, United States DESCRIPTION: Outside RIA
CRS (Client Relationship Summary) - RIA
Click below to view Ned Lee Wyse's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 19, 2010 - Present
CHILDS INVESTMENT GROUP, INC
Office #1: 219 N Defiance St, Archbold, OH 43502RIA
CRD#: 120123
Archbold, OH
Current
February 16, 2022 - Present
724 CAPITAL, LLC
Office #1: 219 N Defiance St P O Box 300, Archbold, OH 43502RIA
CRD#: 318170
Archbold, OH
Current
October 24, 2017 - Present
INDEPENDENT FINANCIAL GROUP, LLC
Office #1: 219 N. Defiance Street, Archbold, OH 43502RIA
BD
CRD#: 7717
Archbold, OH
Past
October 25, 2017 - April 8, 2022
F3LOGIC, LLC
RIA
CRD#: 289863
BURNSVILLE, MN
Past
January 8, 2010 - October 26, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
ARCHBOLD, OH
Past
November 23, 2009 - October 26, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
ARCHBOLD, OH
Past
June 5, 2001 - November 6, 2009
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
ARCHBOLD, OH
Past
August 6, 1998 - November 6, 2009
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
ARCHBOLD, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
7C
724 CAPITAL, LLC
724 CAPITAL, LLC | MINISTRY PARTNERS ADVISORY | KCT FINANCIAL | CIG FINANCIAL SERVICES | 724 STEWARDSHIP CONSULTING
CRD#: 318170 / SEC#: 801-123098
RIA
Registered Investment Advisory firm - (1/21/2022 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(10/24/2017)
RR
Indiana(10/24/2017)
RR
Michigan(10/24/2017)
RR
North Carolina(6/16/2020)
IAR
Ohio(1/19/2010)
RR
Ohio(10/24/2017)
RR
Pennsylvania(4/8/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
7C
724 CAPITAL, LLC
724 CAPITAL, LLC | MINISTRY PARTNERS ADVISORY | KCT FINANCIAL | CIG FINANCIAL SERVICES | 724 STEWARDSHIP CONSULTING
CRD#: 318170 / SEC#: 801-123098
RIA
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Contact information
Main Address
Lansing, MI
Mailing Address
Phone number
(517) 256-4319
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (19 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,818 |
| AUM (Assets Under Management) | $ 225,885,389 |
Red Flags
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Company Information
724 CAPITAL, LLC
CRD#: 318170Archbold, OH 43502TRUST BUT VERIFY
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