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Ian Thomas Thanasiu

ADVISORY ALPHA
Perrysburg, OH
·CRD# 7666937·2 years experience

Professional Summary

Ian Thomas Thanasiu, who also goes by Ian Thomas Thanasiu, Ian Thanasiu, is a registered financial advisor currently at ADVISORY ALPHA, LLC located in Perrysburg, Ohio. Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Ian has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ian Thomas Thanasiu, Ian Thanasiu

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

2 years in the financial services industry

Current & Past Employments

ADVISORY ALPHA, LLC·CRD# 158282
RIA
770 Commerce Dr., Perrysburg, OH 43551
June 8, 2026 - Present
W&S BROKERAGE SERVICES, INC.·CRD# 8099
RIA
Maumee, OH
August 21, 2025 - May 26, 2026
W&S BROKERAGE SERVICES, INC.·CRD# 8099
BD
Maumee, OH
August 29, 2024 - May 26, 2026

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Current Firm

AA
ADVISORY ALPHA, LLC

ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499
RIA
Registered Investment Advisory firm - SEC (6/14/2011 Approved)

Contact Information

Main Address

348 S Waverly Rd Suite 100, Holland, MI 49423

Phone Number

(866) 530-1400

# of Employees

66

SEC notice filing (49 States and Territories)

Registered to provide investment advisory services in 49 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADVISORY ALPHA, LLC ADV PART 2A (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

24,401

AUM (Assets Under Management)

$4,373,624,090

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1. Citizen Advisory Group; Investment Related; Perrysburg, OH; Financial, Consulting, and Education Services; Associate Advisor; 05/2026; Approx 160 hrs/month; Providing financial, education, and consulting services to clients. 2. Ian Thanasiu; Investment Related; Perrysburg, OH; Fixed Insurance Product Sales; 01/2023; Apprx 0 hrs/month; Approx 0 hrs/month; Sale of Fixed Insurance Products.

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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".
AA
ADVISORY ALPHA, LLC

ADVISORY ALPHA | SUDDENLY SINGLE WEALTH MANAGEMENT | SCHIPPER & OSTERINK | MONEY TALES FINANCIAL | FINANCIAL TRANSITIONS LTD. | FINANCIAL DECISIONS | ESTATE DOCTOR | CONGER WEALTH MANAGEMENT | CASE WEALTH MANAGEMENT | ADVISORY ALPHA, LLC

CRD#: 158282 / SEC#: 801-72499
RIA
Registered Investment Advisory firm - SEC (6/14/2011 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.
IAR
Ohio
(6/8/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Aug 2025About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Nov 2024About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Aug 2024About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Jul 2024About the SIE exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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