Michael Jerome Grant
Investment adviser representative at Ip Financial Advisory Services LLC
18 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
18 years in the industry.
- Ip Financial Advisory Services LLCAug 2020 to now
- Innovation Partners LLCAug 2020 to now
- 22 Seven Wealth Management Inc.Jan 2018 to now
- Saxony SecuritiesApr 2018 to Aug 2020
- Cuna Brokerage Services, Inc.Dec 2008 to Nov 2017
- Cuna Mutual GroupDec 2008 to Nov 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 4468407
- Firm CRD
- 305772