Aron Joseph Marcinkoski
Investment adviser representative at Ip Financial Advisory Services LLC
13 yearsExperience
4 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
13 years in the industry.
- Crystal House Condominiums/first Residential ServicesJul 2026 to now
- Ip Financial Advisory Services LLCJul 2023 to now
- Innovation Partners LLCJul 2023 to now
- UnemployedAug 2021 to Jul 2023
- Newbridge Securities CorporationOct 2020 to Aug 2021
- UnemployedJan 2017 to Sep 2020
- Meyers Associates LPNov 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, FL, NV).
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
- 3122957
- Firm CRD
- 305772