Kurt Joseph Lawn
Investment adviser representative at Ip Financial Advisory Services LLC
28 yearsExperience
1 stateRegistered in
PFSDesignation
$481.4MFirm assets
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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
28 years in the industry.
- Ip Financial Advisory Services LLCMar 2025 to now
- Lawn Financial ServicesJan 1996 to now
- Avantax Investment Services, Inc.Nov 2016 to Dec 2024
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 3044518
- Firm CRD
- 305772