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IW

Ian M. Weeks

STIRLING FINANCIAL GROUP
HEMET, CA
Some features on this profile are disabled
CRD#: 5179682
IW
Ian M WeeksSTIRLING FINANCIAL GROUP

Professional summary

Ian M Weeks, CFP®, ChFC®, CLU®, who also goes by Ian Michael Weeks, is a registered financial advisor currently at STIRLING FINANCIAL GROUP located in Hemet, California and LPL FINANCIAL LLC located in San Diego, California.

Ian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Ian has worked at 4 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.

Aliases

Ian Michael Weeks

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 Ian M Weeks's CRS (Customer Relationship Summary).
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

ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

September 3, 2025 - Present

STIRLING FINANCIAL GROUP

RIA
CRD#: 327004
HEMET, CA
Current

July 22, 2025 - Present

LPL FINANCIAL LLC

Office #1: 402 W Broadway Ste 1100, San Diego, CA 92101
RIA
BD
CRD#: 6413
SAN DIEGO, CA
Past

July 22, 2025 - July 10, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
LA QUINTA, CA
Past

April 28, 2025 - July 7, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
LA QUINTA, CA
Past

November 20, 2023 - July 7, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
LA QUINTA, CA
Past

April 9, 2021 - July 21, 2023

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Ontario, CA
Past

April 9, 2021 - July 21, 2023

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Ontario, CA
Past

February 11, 2015 - September 14, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
CARLSBAD, CA
Past

May 25, 2009 - May 1, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
CARLSBAD, CA

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".
SF
STIRLING FINANCIAL GROUP
LEEDS CAPITAL GROUP, LLC | STIRLING FINANCIAL GROUP

CRD#: 327004 / SEC#: 801-129771

RIA
Registered Investment Advisory firm - (7/19/2024 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
California
(7/22/2025)
IAR
California
(9/3/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 5/29/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/12/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 5/22/2009
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SF
STIRLING FINANCIAL GROUP
LEEDS CAPITAL GROUP, LLC | STIRLING FINANCIAL GROUP

CRD#: 327004 / SEC#: 801-129771

RIA
Registered Investment Advisory firm - (7/19/2024 Approved)
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Contact information

Main Address
750 B Street Suite 2230, San Diego, CA 92101
Mailing Address
Phone number
(619) 435-1210
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SFG ADV PART 2A AND 2A APPENDIX 1 (2/5/2026)

Regulatory assets under management

Total Number of Accounts475
AUM (Assets Under Management)$ 179,659,342

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

STIRLING FINANCIAL GROUP

CRD#: 327004Hemet, CA

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