Ian A. Tinker

BUSINE WEALTH

Scottsdale, AZ 85251

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CRD#: 5216621

Professional summary

Ian Alec Tinker, CFP®, who also goes by Ian Tinker, is a registered financial advisor currently at BUSINE WEALTH located in Scottsdale, Arizona.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Ian has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ian Tinker

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.

INSURANCE LICENSED; INVESTMENT RELATED; 4250 N Drinkwater Blvd, Suite 300, Scottsdale, AZ 85251; Insurance Sales; Licensed Insurance Agent; Start Date: 2007; 1 hour a month, 0 during trading hours; sale of insurance products

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Alec Tinker'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: 2016

Experience

Current

January 23, 2019 - Present

BUSINE WEALTH

Office #1: 4250 N. Drinkwater Blvd. Suite 300, Scottsdale, AZ 85251

RIA

CRD#: 172692

Scottsdale, AZ

Past

September 12, 2014 - December 31, 2018

BUSINE WEALTH

RIA

CRD#: 172692

LA JOLLA, CA

Past

December 11, 2012 - August 7, 2014

FINANCIAL TELESIS INC

CRD#: 31012

CARLSBAD, CA

Past

December 6, 2012 - September 12, 2014

SEASIDE FINANCIAL & INSURANCE SERVICES

RIA

CRD#: 132929

CARLSBAD, CA

Past

October 14, 2011 - March 16, 2012

VITA INTELLECTUS, LLC

RIA

CRD#: 159164

KIRKLAND, WA

Past

January 2, 2007 - October 13, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

BELLEVUE, WA

Past

December 18, 2006 - October 13, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BELLEVUE, WA

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

Arizona
(5/5/2023)

IAR

California
(1/23/2019)

IAR

Washington
(4/4/2019)

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 66

Date: 12/30/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/16/2006

General Securities Representative Examination

Current Firm

BUSINE WEALTH

BUSINE LLC | BUSINE WEALTH

CRD#: 172692 / SEC#:

Arizona

Registered Investment Advisory firm - (5/5/2023 Approved)

California

Registered Investment Advisory firm - (1/23/2019 Approved)

Washington

Registered Investment Advisory firm - (4/4/2019 Approved)

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Contact information

Main Address

4250 N. Drinkwater Blvd. Suite 300, Scottsdale, AZ 85251

Mailing Address

Phone number

(858) 255-4274

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	310
AUM (Assets Under Management)	$ 67,473,740

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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Ian A. Tinker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Alec Tinker's CRS (Customer Relationship Summary).

Certified licenses

Experience

BUSINE WEALTH

BUSINE WEALTH

FINANCIAL TELESIS INC

SEASIDE FINANCIAL & INSURANCE SERVICES

VITA INTELLECTUS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/30/2006

Series 7

Date: 12/16/2006

Current Firm

BUSINE WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BUSINE WEALTH

TRUST BUT VERIFY

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