Advisor at Stirling Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Stirling Financial Group
Location
Hemet, CA
Credentials
CFP®, ChFC®, Series 63
Industry experience
16 years
Ian Weeks is a CFP® and ChFC® with 16 years of experience in financial services. He is currently affiliated with LPL Financial and has prior experience at Northwestern Mutual and Prudential. Outside of his advisory role, he is involved in a small real estate rental business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Based on Stirling Financial Group
Financial consulting services fees up to $10,000 depending on scope.
$0 - $1,000,000: 1.50% annually $1,000,001+: 1.00% annually
Certain associated persons earn commissions for insurance and securities sales separate from advisory fees.
Hemet, CA
California
Stirling Financial Group
2025 - Present (1 year)
Stirling Financial Group
2024 - 2025 (1 year)
LPL Financial
2023 - Present (3 years)
Pruco Securities, LLC.
2021 - 2023 (2 years)
Prudential Insurance Company of America
2021 - 2023 (2 years)
Northwestern Mutual Wealth Management Company
2016 - 2021 (5 years)
Northwestern Mutual Investment Management
2011 - 2021 (10 years)
Northwestern mutual life insurance company
2006 - 2021 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Hemet, CA
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Royal American Financial Advisors, LLC
Series 65
Menifee, CA
Royal American Financial Advisors, LLC
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