Celestine Emejuru Njoku

Ip Financial Advisory Services LLC

21 Years of Experience

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Firm Information

Ip Financial Advisory Services LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

118 advisors

Number of Clients

2,041 clients

Average Client Portfolio

$223K average

Assets Under Management

$456.1M

Fee Structure

Financial Planning:Investment management only

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.

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Areas of Practice

Insurance Planning

Advisor Information

Office location

8217 S. Walker Avenue, Olahoma City, OK, 73139

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Regulatory History (1)

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Employment Separation After Allegations

October 2009

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Other Business ActivitiesSells Insurance

Celestine sells fixed, indexed, and life insurance with various companies as an agent, dedicating about 10-20% of their time to this activity. Celestine also provides accounting services, taxes, payroll, and small business consulting, spending a few hours per week on this. Additionally, Celestine is involved with Associated Group of Companies, selling fixed insurance and equity products, dedicating about a quarter of their time.