AdFi
IW

Ian Weiner

Investment Adviser Representative at FORTIS CAPITAL ADVISORS, LLC

Bentonville, ARCRD #6750787Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
States Registered
3 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
ArkansasFloridaMinnesota
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 6/24/2025
Series 65
Uniform Investment Adviser Law Examination
Passed 9/28/2019
Series 7TO
General Securities Representative Examination
Passed 6/24/2025
SIE
Securities Industry Essentials Examination
Passed 6/24/2025
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/26/2018

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.025
Source

FORTIS CAPITAL Advisors, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

QUINCY WELLS CAPITAL, LLCCurrent
5/1/2026CHICAGO, IL
GREAT POINT CAPITAL LLC
6/24/20255/1/2026CHICAGO, IL
GWFS EQUITIES, INC.
4/26/20185/11/2018OVERLAND PARK, KS

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ian Weiner has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Ian Weiner - Financial Advisor in Bentonville, AR | AdvisorFinder