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Bruce Michael Devoogd

Investment adviser representative at Ip Financial Advisory Services LLC
20 yearsExperience
2 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

20 years in the industry.

  1. Ip Financial Advisory Services LLCJan 2020 to now
  2. Innovation Partners LLCJun 2017 to now
  3. Sigma Planning CorporationApr 2008 to Jun 2017
  4. Sigma Financial CorporationMar 2006 to Jun 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2010

State registrations

Registered as an investment adviser representative in 2 states (MI, TX).

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
4800573
Firm CRD
305772
Advisor's SEC record (opens in a new tab)
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