Kurt Joseph Lawn

Employer firm

Ip Financial Advisory Services LLC CRD 305772

$481M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2006 → 10/2016
  Royal Alliance Associates
  Absecon, NJ
• 01/1996 → Present
  Lawn Financial Services
  Absecon, NJ
• 11/2016 → 12/2024
  Avantax Investment Services, Inc.
  Absecon, NJ

Other Businesses

Kurt J Lawn CPA/PFS 175 White Horse Pike Unit 10B Absecon NJ, 08201; Income tax preparation and accounting services. Individual and business tax preparation. Hours per week dedicated to this activity; 70 hours per week from 2/1 until 4/15.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-05-15

Designations

• Personal Financial Specialist