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John Whitby Fiege

John Whitby Fiege

CFP®
FINANCIAL SOLUTIONS
Onancock, VA
·CRD# 4623902·23 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2006

Years of Experience

23 years in the financial services industry

Current & Past Employments

FINANCIAL SOLUTIONS·CRD# 124320
RIA
34 Market St. Po Box 277, Onancock, VA 23417
March 11, 2003 - Present

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Current Firm

FINANCIAL SOLUTIONS
FINANCIAL SOLUTIONS

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

CRD#: 124320
Virginia
Registered Investment Advisory firm - Virginia (2/19/2003 Approved)

Contact Information

Main Address

34 Market St., Onancock, VA 23417

Mailing Address

Po Box 277, Onancock, VA 23417

Phone Number

(757) 699-1968

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

89

AUM (Assets Under Management)

$64,686,606

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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.

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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.
IAR
Virginia
(3/11/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2003About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view John Whitby Fiege's CRS (Customer Relationship Summary).

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