Charles Donald Schad
Investment adviser representative at Ip Financial Advisory Services LLC
21 yearsExperience
6 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
21 years in the industry.
- Ip Financial Advisory Services LLCAug 2021 to now
- Innovation Partners LLCAug 2021 to now
- Godley Public Water DistrictMar 2016 to now
- Raymond James Financial Services Advisors, Inc.May 2021 to Aug 2021
- Oak Knoll Financial Strategies, LLCJun 2016 to Aug 2021
- Oak Knoll Insurance Strategies, IncJun 2016 to Aug 2021
- Oak Knoll Tax CoJun 2016 to Aug 2021
- Daily & Francis Financial ServicesMay 2014 to Dec 2016
- Mathsights CorporationSep 2013 to Apr 2017
- Raymond James Financial ServicesMar 2000 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 6 states (AR, AZ, FL, GA, IL, 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
- 4161012
- Firm CRD
- 305772