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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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John Whitby Fiege

John W. Fiege

FINANCIAL SOLUTIONS
Onancock, VA 23417
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CRD#: 4623902
John Whitby Fiege

Professional summary

John Whitby Fiege, CFP® is a registered financial advisor currently at FINANCIAL SOLUTIONS located in Onancock, Virginia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. John has worked at 1 firm and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Whitby Fiege'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®
CFP®

Certified Financial Planner

Start date: 2006

Experience

Current

March 11, 2003 - Present

FINANCIAL SOLUTIONS

Office #1: 34 Market St. Po Box 277, Onancock, VA 23417
RIA
CRD#: 124320
Onancock, VA

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.

Highlighted states indicate IAR registrations

IAR
Virginia
(3/11/2003)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/10/2003
Uniform Investment Adviser Law Examination

Current Firm

FINANCIAL SOLUTIONS
FINANCIAL SOLUTIONS
FIEGE FINANCIAL PLANNING | JOHN FIEGE, LLC | FINANCIAL SOLUTIONS | FIEGE, JOHN WHITBY | FIEGE FINANCIAL SOLUTIONS

CRD#: 124320 / SEC#:

Virginia
Registered Investment Advisory firm - (2/19/2003 Approved)
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Contact information

Main Address
34 Market St., Onancock, VA 23417
Mailing Address
Po Box 277, Onancock, VA 23417
Phone number
(757) 699-1968
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts227
AUM (Assets Under Management)$ 49,444,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FINANCIAL SOLUTIONS

FINANCIAL SOLUTIONS

CRD#: 124320Onancock, VA 23417

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