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Andrew Clayton Fifield

Ip Financial Advisory Services LLC

Byron Center, MI

Charlotte, NC

CRD 7343880

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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:

Current Employers
Ip Financial Advisory Services Llc

5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-11-25
MI RA APPROVED 2024-05-14
  • AZ RA
    APPROVED
    Since 2025-11-25
  • MI RA
    APPROVED
    Since 2024-05-14

Branch Locations

8233 Byron Center Avenue Sw Suite K, Byron Center, MI 49315 • United States

5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bcf Wealth Strategies Byron Center MI 03/2021 Present
Fed Express Grand Rapids MI 02/2017 03/2021
Village Inn Grand Rapids MI 08/2013 02/2017
Ip Financial Advisory Services Llc Charlotte NC 04/2024 Present
Innovation Partners Llc Charlotte NC 09/2024 Present
  • 03/2021 → Present
    Bcf Wealth Strategies
    Byron Center, MI
  • 02/2017 → 03/2021
    Fed Express
    Grand Rapids, MI
  • 08/2013 → 02/2017
    Village Inn
    Grand Rapids, MI
  • 04/2024 → Present
    Ip Financial Advisory Services Llc
    Charlotte, NC
  • 09/2024 → Present
    Innovation Partners Llc
    Charlotte, NC
Other Businesses

1) BCF Wealth Strategies. Start date: 03/2021

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-04-18
S65 Uniform Investment Adviser Law Examination 2024-05-13
  • S63 Uniform Securities Agent State Law Examination
    2025-04-18
  • S65 Uniform Investment Adviser Law Examination
    2024-05-13
Other Names
  • Andrew Fifield

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
LPL FINANCIAL LLC

Nearby Investors

ERIC FREDRIK DEUKER
PHILLIP JON KUYERS
JAYCOB RICHARD WILLIS

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Byron Center, MI
EDWARD JONES · Byron Center, MI
LPL FINANCIAL LLC · BYRON CENTER, MI

More in Byron Center, MI

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