Deborah Claire Anselmo

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

• 05/2026 → Present
  Innovation Partners Llc
  Charlotte, NC
• 05/2026 → Present
  Ip Financial Advisory Services Llc
  Charlotte, NC
• 03/2016 → 12/2024
  Centaurus Financial Inc.
  Anaheim, CA
• 01/2024 → 02/2026
  Brian Low Financial Group
  Baton Rouge, LA

Previous Registrations

• 2025-02-04 → 2026-02-24
  Brian Low Financial Group, Llc
  Baton Rouge, LA
• 2022-07-20 → 2024-12-31
  Centaurus Financial, Inc.
  Baton Rouge, LA
  Prairieville, LA
  Leesburg, VA
  Leesburg, VA
  Anaheim, CA
• 2006-01-20 → 2008-06-13
  Cuna Brokerage Services, Inc.
  Baton Rouge, TX
  Baton Rouge, LA

Other Businesses

1. DEBBY ANSELMO, NON-INVESTMENT RELATED, 9800 AIRLINE HWY., SUITE #109, BATON ROUGE, LA 70816, NOTARY, SINCE 5/2008, DEVOTED TIME IS 10 HRS A MONTH, NOTARY FOR SIGNATURES. 2. DEBBY ANSELMO, INVESTMENT RELATED, 9800 AIRLINE HWY., SUITE #109, BATON ROUGE, LA 70816, SALE OF LIFE AND FIXED ANNUITY, AGENT, SINCE 6/1995, DEVOTED TIME IS 50 HRS A MONTH, SALES, CLIENT MEETINGS AND ILLUSTRATIONS 3. THE ANSELMO GROUP, LLC, NON-INVESTMENT RELATED, DBA FOR MARKETING AND BRANDING PURPOSES ONLY, 9800 AIRLINE HWY., SUITE #109, BATON ROUGE, LA 70816, SINCE 1/1/2019.

Exams

• S66 Uniform Combined State Law Examination
  2006-01-18
• S65 Uniform Investment Adviser Law Examination
  1999-04-27
• S63 Uniform Securities Agent State Law Examination
  1995-09-12

Other Names

• Debby Anselmo
• Debby Anselmo Madere
• Debby Anselmo Madere