Michael Francis Byers
Investment adviser representative at Ip Financial Advisory Services LLC
52 yearsExperience
1 stateRegistered in
$481.4MFirm assets
6 yearsFirm in business
Are you Michael Francis Byers? Claim your profile
Contact this firm
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
52 years in the industry.
- Ip Financial Advisory Services LLCJun 2021 to now
- Innovation Partners LLCJun 2021 to now
- Wilder & Co. Ltd., P.C.Dec 1974 to now
- Avantax Advisory ServicesJan 2000 to Jun 2021
- Avantax Investment Services, Inc.Jul 1998 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 3093171
- Firm CRD
- 305772