Ian Wild

ALL-PRO ADVISORS LLC

Gibsonia, PA

Some features on this profile are disabled

CRD#: 6107137

Professional summary

Ian Wild, CFP®, who also goes by Ian Joseph Wild, is a registered financial advisor currently at ALL-PRO ADVISORS LLC located in Gibsonia, Pennsylvania.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Ian has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Income Management

Retirement Planning

Small Business Planning

Comprehensive Financial Planni...

Tax Planning

Insurance Planning

Social Security Planning

Education Planning

Long-term Care

Investment Planning

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

Entrepreneurs

Financial Psychology/Coaching

Fixed Fee (Subscription, Retai...

Generation X

Millennials

Are you a "fiduciary"?

Yes

Aliases

Ian Joseph Wild

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.

All-Pro Advisors LLC; Investment-Related; Gibsonia, PA; Investment Adviser; Investment Adviser Representative; �10/2020; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice, financial planning and or tax preparation services. J Watson LLC; Investment-Related; Warrendale, PA; Real Estate Holdings Company for Rental Income; Operating Partner; 9/2021; Approx. 2 hours/month; 0 hours/month during trading hours; Collect rent and coordinate maintenance if needed. Greenrose Wealth Management, LLC; Investment Related; Cranberry Township, PA; Registered Investment Advisor; Investment Advisor Representative; 02/2023; 20 hours per month; provides financial planning and investment advice to Greenrose clients on a project related and ongoing basis.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Wild'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: 2018

Experience

Current

September 14, 2020 - Present

ALL-PRO ADVISORS LLC

RIA

CRD#: 310064

Gibsonia, PA

Past

October 20, 2021 - January 10, 2022

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

Gibsonia, PA

Past

May 19, 2017 - August 17, 2020

HBKS WEALTH ADVISORS

RIA

CRD#: 112139

Warrendale, PA

Past

April 28, 2017 - August 10, 2020

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Warrendale, PA

Past

October 18, 2012 - June 20, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PITTSBURGH, PA

Past

September 14, 2012 - June 20, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PITTSBURGH, PA

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

New York
(6/14/2022)

IAR

Pennsylvania
(9/14/2020)

IAR

Virginia
(8/10/2022)

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 66

Date: 5/19/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/28/2017

General Securities Representative Examination

Current Firm

ALL-PRO ADVISORS LLC

CRD#: 310064 / SEC#:

New York

Registered Investment Advisory firm - (6/14/2022 Approved)

Pennsylvania

Registered Investment Advisory firm - (9/14/2020 Approved)

Virginia

Registered Investment Advisory firm - (8/10/2022 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Gibsonia, PA

Mailing Address

Phone number

(412) 561-9400

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	403
AUM (Assets Under Management)	$ 33,649,280

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ian Wild

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ALL-PRO ADVISORS LLC

ORIGIN INVESTMENT ADVISORY LLC

HBKS WEALTH ADVISORS

PURSHE KAPLAN STERLING INVESTMENTS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 5/19/2017

SIE

Date: 10/1/2018

Series 7

Date: 4/28/2017

Current Firm

ALL-PRO ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ALL-PRO ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors