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Bryan L. Weiss

MARIAN INVESTOR COACHING
Greenwood, IN 46142
Some features on this profile are disabled
CRD#: 5124457
BW

Professional summary

Bryan Lee Weiss, AIF® is a registered financial advisor currently at MARIAN INVESTOR COACHING, INC. located in Greenwood, Indiana.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Bryan has worked at 5 firms and has passed the Series 65 exam.

top-8-questions

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.
ASSET PRESERVATION ALLIANCE INC; NOT INVESTMENT RELATED; 698 OLDEFIELD COMMONS DRIVE, SUITE 1, GREENWOOD, IN 46142; INSURANCE; PRESIDENT; 8HRS/MO; 8HRS/MO; DAY-TO-DAY OPERATIONS.BRYAN L. WEISS OWNS ASSET PRESERVATION ALLIANCE, INC. WHICH IS THE FIRM WHERE HE CONDUCTS HIS INSURANCE AGENCY ACTIVITIES. MR. WEISS SPENDS AN INSIGNIFICANT AMOUNT OF TIME (LESS THAN 2%) WORKING FOR ASSET PRESERVATION ALLIANCE, INC. AND A SIGNIFICANT AMOUNT OF TIME (MORE THAN 98%) WORKING FOR MARIAN FINANCIAL PARTNERS, INC. AND FRANK & KRAFT WEALTH COACHING, INC. FRANK & KRAFT WEALTH COACHING, INC.; INVESTMENT RELATED; 135 N. PENNSYLVANIA STREET, SUITE 1100, INDIANAPOLIS, IN 46204; REGISTERED INVESTMENT ADVISER; CO-OWNER; 75 HRS/MO - 75 HRS/MO; DAY TO DAY OPERATIONS CLIENT SERVICING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Lee Weiss'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®
AIF®

Accredited Investment Fiduciary

Experience

Current

February 2, 2010 - Present

MARIAN INVESTOR COACHING, INC.

Office #1: 698 Oldefield Commons Drive Suite 1, Greenwood, IN 46142
RIA
CRD#: 152951
Greenwood, IN
Past

June 1, 2015 - November 4, 2024

FRANK & KRAFT WEALTH COACHING, INC.

RIA
CRD#: 175328
INDIANAPOLIS, IN
Past

October 14, 2009 - February 10, 2010

MARIAN FINANCIAL PARTNERS LLC

RIA
CRD#: 151906
GREENWOOD, IN
Past

August 9, 2006 - July 1, 2010

MARIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 141456
JACKSONVILLE, FL
Past

April 4, 2006 - October 30, 2006

ASSET PRESERVATION ALLIANCE INC.

RIA
CRD#: 140263
GREENWOOD, IN

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
Florida
(3/26/2015)
IAR
Indiana
(2/2/2010)
IAR
Ohio
(2/10/2012)
IAR
Texas
(5/3/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/18/2006
Uniform Investment Adviser Law Examination

Current Firm

MI
MARIAN INVESTOR COACHING, INC.
MARIAN FINANCIAL PARTNERS, INC. | MARIAN INVESTOR COACHING, INC.

CRD#: 152951 / SEC#:

Florida
Registered Investment Advisory firm - (3/26/2015 Approved)
Indiana
Registered Investment Advisory firm - (2/2/2010 Approved)
Ohio
Registered Investment Advisory firm - (2/8/2012 Approved)
Texas
Registered Investment Advisory firm - (4/26/2021 Conditional Restricted)
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Contact information

Main Address
698 Oldefield Commons Drive Suite 1, Greenwood, IN 46142
Mailing Address
Phone number
(317) 888-9465
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV
0

Red Flags

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

Company Information

MARIAN INVESTOR COACHING, INC.

CRD#: 152951Greenwood, IN 46142

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