Emily Anne Deconcini
Investment adviser representative at Ip Financial Advisory Services LLC
11 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
11 years in the industry.
- Ip Financial Advisory Services LLCMar 2024 to now
- Innovation Partners LLCMar 2024 to now
- Great Lakes Retirement, Inc.Apr 2022 to now
- The Huntington Investment CompanyNov 2021 to Apr 2022
- The Huntington National BankNov 2021 to Apr 2022
- LPL Financial LLCNov 2020 to Oct 2021
- Northwest BankAug 2015 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7247365
- Firm CRD
- 305772