Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IP Financial Advisory Services LLC representatives may earn commission-based compensation for selling insurance products, which is separate from advisory fees. This presents a conflict of interest. They may also receive compensation from third-party investment advisors for recommending their services, creating another potential conflict of interest. The firm also provides actuarial and other consulting services for separate fees.
Areas of Practice
Advisor Information
Office location
3051 Oak Grove Road, Suite 105, Downers Grove, IL, 60515
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alberto sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. He is also an independent sales agent for Blue Cross Blue Shield of Illinois, selling health insurance, and spends minimal time on this activity. Alberto also uses Dream Builders Inc. as a pass-through account for office fees and rent, spending minimal time on this.