Robin K Runco
Investment adviser representative at Ip Financial Advisory Services LLC
11 yearsExperience
2 statesRegistered in
$481.4MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Ip Financial Advisory Services LLCNov 2021 to now
- The Johnson Financial GroupJul 2019 to now
- Wells Fargo Clearing Services, LLCAug 2015 to May 2019
- Wells Fargo Advisors LLCAug 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (FL, MI).
Ip Financial Advisory Services LLC
$481.4MAssets managed
2,001Clients
133Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2249156
- Firm CRD
- 305772