Adviser and broker representative · Independent Financial Group, LLC
Alan E. Wyse
CRD 4243982 · Archbold, OH
At a glance
Alan E. Wyse is an investment adviser representative with Independent Financial Group, LLC in Archbold, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Alan’s SEC record dates to 2002, about 23 years ago. Alan is also registered as a broker representative.
Current advisory firms
- Independent Financial Group, LLCSince January 2019Archbold, OH · $13B in regulatory assets
- 724 Capital, LLCSince January 2026Lansing, MI · $259M in regulatory assets
SEC adviser record
- Registered since
- 2002 (23 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Alan’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 6 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.