Gregory Allen Swoverland
Investment adviser representative at Ip Financial Advisory Services LLC
18 yearsExperience
1 stateRegistered 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
18 years in the industry.
- Ip Financial Advisory Services LLCAug 2020 to now
- Innovation PartnersAug 2020 to now
- Mount Yale Capital Group LLCNov 2018 to now
- Ameriprise Financial Services IncJan 2018 to Oct 2018
- RBC Capital Markets CorporationMar 2008 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 4411747
- Firm CRD
- 305772