Mount Pleasant, MI Office

Team
Updated today

Client AUM

$16,320,344,150

Clients

42,227

Advisors

2

Of 303 advisors across 167 offices

Location

110 East Broadway Street, Suite B

Mount Pleasant MI 48858

Advisors at this office

2

Advisors at this office

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Brian A

ChFC®, Series 66

Mount Pleasant, MI

Independent Advisor Alliance, LLC

Brian Atwood is a financial advisor with Independent Advisor Alliance, LLC, holding the ChFC® designation and Series 66 license. He has 11 years of industry experience, including prior roles at LPL Financial LLC and Independent Financial Partners. Outside of advising, he has business interests involving residential property investing through co-ownership in real estate ventures. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing services such as asset management, financial planning, and retirement plan consulting. The firm employs a network model of advisory representatives who utilize discretionary and non-discretionary portfolio management with the support of various analytical techniques and technology platforms.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Bryan W

CFP®, Series 66

Mount Pleasant, MI

Independent Advisor Alliance, LLC

Bryan Wieferich is a CFP® and holds a Series 66 license, with 24 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has previously worked with LPL Financial and Independent Financial Partners. Outside of his advisory work, he is involved in sports announcing for Central Michigan University athletics and has ownership interests in local businesses including a family recreation company and a pizza restaurant. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm provides a range of services including asset management, financial planning, and retirement plan consulting, utilizing various portfolio management strategies and technology platforms.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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