Unclaimed Profile

John W Wieland

MIDDLETON & COMPANY INC.·BOSTON, Massachusetts

Series 65Clean record32 years registeredMIDDLETON & COMPANY INC.

600 ATLANTIC AVENUE; 18TH FLOOR, BOSTON, MA 02210-2211CRD# 2892811Firm CRD# 104549

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John W Wieland · BOSTON, MA

Registration

CRD #2892811 · MIDDLETON & COMPANY INC. · 32 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MIDDLETON & COMPANY INC.

MIDDLETON & COMPANY INC.

Apr 1994 – Dec 2016

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 15, 1994

Years registered · 32

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MIDDLETON & COMPANY INC.

CRD 104549 · SEC 801-21247

AUM

$1.0B

Regulatory assets under management

Employees

572 client accounts

Services offered by MIDDLETON & COMPANY INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MIDDLETON & COMPANY INC. →

Introduction

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Frequently Asked Questions

What services does John W Wieland offer?

John W Wieland specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are John W Wieland's credentials?

John W Wieland is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John W Wieland located?

John W Wieland is based in BOSTON, Massachusetts, last registered with MIDDLETON & COMPANY INC..

How does John W Wieland charge for services?

John W Wieland's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MIDDLETON & COMPANY INC.?

MIDDLETON & COMPANY INC. has approximately 14 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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