DB
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
150 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
IP Financial Advisory Services LLC representatives may receive compensation from third-party investment advisors (TPIAs) for recommending their services, generally a percentage of the advisory fee the client pays to them. IP Financial Advisory Services LLC also provides actuarial and other consulting services, with fees separate from advisory fees.
Areas of Practice
Insurance PlanningRetirement PlanningTax PlanningEstate Planning
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Advisor Information
Office location
8500 Normandale Lake Blvd, Suite 1900, Minneapolis, MN, 55437
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Innovation Partners LLC
June 2023 - Present · 2 yrs 7 mos
Innovation Partners LLC Broker
June 2023 - Present · 2 yrs 7 mos
Elevation Point Wealth Partners, LLC
June 2021 - Present · 4 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2011 - July 2021 · 10 yrs 6 mos
Wells Fargo Clearing Services, LLC Broker
January 2011 - July 2021 · 10 yrs 6 mos
Wells Fargo Investments, LLC
April 2006 - January 2011 · 4 yrs 9 mos
Wells Fargo Investments, LLCBroker
January 2005 - January 2011 · 6 yrs
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.