Brian O. Wright

WRIGHT PLANNING

Fishers, IN 46038

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CRD#: 4898757

Professional summary

Brian O. Wright, CFP®, who also goes by Brian O. Wright Mr., is a registered financial advisor currently at WRIGHT PLANNING, LLC located in Fishers, Indiana.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Brian has worked at 8 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Tax Planning

Comprehensive Financial Planni...

Investment Planning

Small Business Planning

Do you have an area of expertise or specialization?

Business Owners

Entrepreneurs

Fixed Fee (Subscription, Retai...

High Net Worth Client Needs

Investment Advice with Ongoing...

Investment Advice without Ongo...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Brian O. Wright Mr.

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.

Name: Wright Accounting Group, LLC Investment Related: No Address: 14074 Trade Center Drive, Suite 201 Fishers, IN 46038 Nature of Business: Accounting Firm Position: Business Consultant Start Date: 02/01/2022 This activity accounts for approximately 50% of his time per month. Duties: Business consulting and operational support

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian O. Wright'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: 2011

Experience

Current

April 11, 2022 - Present

WRIGHT PLANNING, LLC

Office #1: 14074 Trade Center Drive Ste 201, Fishers, IN 46038

RIA

CRD#: 319025

Fishers, IN

Past

January 18, 2021 - January 14, 2022

CERITY PARTNERS OCIO LLC

RIA

CRD#: 151916

Indianapolis, IN

Past

June 7, 2016 - January 2, 2021

VALEO FINANCIAL ADVISORS, LLC

RIA

CRD#: 127132

CARMEL, IN

Past

October 15, 2014 - June 6, 2016

UNITEWRIGHT, LLC

RIA

CRD#: 173182

FISHERS, IN

Past

June 1, 2011 - October 21, 2014

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

RIA

CRD#: 122212

INDIANAPOLIS, IN

Past

January 19, 2010 - May 25, 2011

HUFFORD FINANCIAL ADVISORS, LLC

RIA

CRD#: 109191

INDIANAPOLIS, IN

Past

July 6, 2005 - March 5, 2009

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

FISHERS, IN

Past

January 12, 2005 - July 6, 2005

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

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

Indiana
(4/11/2022)

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

State Security Law Exam

IAR

Series 65

Date: 12/30/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/19/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 1/11/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WRIGHT PLANNING, LLC

CRD#: 319025 / SEC#:

Indiana

Registered Investment Advisory firm - (4/11/2022 Approved)

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Contact information

Main Address

14074 Trade Center Drive Ste 201, Fishers, IN 46038

Mailing Address

Phone number

(317) 537-1987

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	28
AUM (Assets Under Management)	$ 5,042,637

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.

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Brian O. Wright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian O. Wright's CRS (Customer Relationship Summary).

Certified licenses

Experience

WRIGHT PLANNING, LLC

CERITY PARTNERS OCIO LLC

VALEO FINANCIAL ADVISORS, LLC

UNITEWRIGHT, LLC

MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

HUFFORD FINANCIAL ADVISORS, LLC

CHASE INVESTMENT SERVICES CORP.

BANC ONE SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 12/30/2009

Series 63

Date: 1/19/2005

Series 6

Date: 1/11/2005

Current Firm

WRIGHT PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WRIGHT PLANNING, LLC

TRUST BUT VERIFY

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