Company Information

Get to know Van Wie Financial

Founded in 2003 by Fred Van Wie, Van Wie Financial is an independent, full-service financial services firm based in Florida. The firm operates with a client-centric philosophy, focusing on building long-term relationships to help clients manage and preserve their wealth. It offers a range of services including investment management, retirement planning, financial planning, and insurance. Securities are offered through LPL Financial (Member FINRA/SIPC), and investment advice is offered through Independent Advisor Alliance, a separate registered investment advisor.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Van Wie Financial

United States

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.