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RIA / WealthAdvisor27 years in industry

BRYAN LEE WEISS

Advisor at MARIAN INVESTOR COACHING, INC.

GREENWOOD, IN

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Search this name across graphsid dfx:ria:d6ae571b-b230-e76c-8632-4e3ea16ca6f2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 4, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MARIAN INVESTOR COACHING, INC.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 4
Exams: S65
First exam: Mar 18, 2006
First registration: Apr 4, 2006
Dual registered: no
IAPD individual key: 5124457

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MARIAN INVESTOR COACHING, INC.	State registered	Feb 2, 2010	n/a	yes	GREENWOOD, IN	Current employment
FRANK & KRAFT WEALTH COACHING, INC.	n/a	Jun 1, 2015	Nov 4, 2024	no	INDIANAPOLIS, IN	Previous registration
MARIAN FINANCIAL PARTNERS LLC	n/a	Oct 14, 2009	Feb 10, 2010	no	GREENWOOD, IN	Previous registration
MARIAN FINANCIAL SERVICES, INC.	State registered	Aug 9, 2006	Jul 1, 2010	no	ST. JOHNS, FL	Previous registration
ASSET PRESERVATION ALLIANCE INC.	n/a	Apr 4, 2006	Oct 30, 2006	no	GREENWOOD, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FRANK & KRAFT WEALTH COACHING, INC.	n/a	Nov 4, 2024	n/a	n/a	Departure no registered destination	Departure
MARIAN FINANCIAL SERVICES, INC.	MARIAN FINANCIAL PARTNERS LLC	Jul 1, 2010	Oct 14, 2009	-260	Firm change after gap	Other
MARIAN FINANCIAL PARTNERS LLC	MARIAN INVESTOR COACHING, INC.	Feb 10, 2010	Feb 2, 2010	-8	Firm change	Other
ASSET PRESERVATION ALLIANCE INC.	MARIAN FINANCIAL SERVICES, INC.	Oct 30, 2006	Aug 9, 2006	-82	Firm change after gap	Other

Relationships

Registered with (5)

→ MARIAN INVESTOR COACHING, INC.Registered adviserregistration: current employment
Feb 2, 2010 to presentfactForm ADV
→ FRANK & KRAFT WEALTH COACHING, INC.Registered adviserregistration: previous registration
Jun 1, 2015 to Nov 4, 2024factForm ADV
→ MARIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 9, 2006 to Jul 1, 2010factForm ADV
→ MARIAN FINANCIAL PARTNERS LLCRegistered adviserregistration: previous registration
Oct 14, 2009 to Feb 10, 2010factForm ADV
→ ASSET PRESERVATION ALLIANCE INC.Registered adviserregistration: previous registration
Apr 4, 2006 to Oct 30, 2006factForm ADV

Dated events

Occurred
Nov 4, 2024
Advisor departed, no destination yet
Bryan Lee Weiss no longer registered at Frank & Kraft Wealth Coaching, Inc.; no later IA registration on IAPD
Form ADVobserved 3 days ago