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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
    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

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