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Brian David Weckman is a financial advisor professional located in Waukee, IA. They specialize in financial advisory. With over 22 years of experience, they bring deep expertise to every client.
Brian David Weckman - Actis Wealth Management holds an active professional license (FINRA CRD) for your protection.
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Brian David Weckman operates Actis Wealth Management in Waukee, Iowa, with 22 years of experience in financial advisory services. He holds a FINRA CRD license number 2912379, which governs his practice in the financial services industry. His background reflects two decades of work in wealth management, serving clients in the Iowa area.
Brian David Weckman's FINRA CRD (Central Registration Depository) license indicates he is registered with the Financial Industry Regulatory Authority, the self-regulatory organization overseeing brokers and investment advisors. This registration means he operates under FINRA's rules and compliance standards, which govern conduct, sales practices, and customer protection in the securities industry. The CRD number serves as his official identifier within the regulatory system, allowing clients and regulators to verify his registration status and disciplinary history.