Matthew Lee Greiner

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

• 07/2014 → Present
  Innovation Partners Llc
  Charlotte, NC
• 06/2012 → Present
  Greiner Group
  Reno, NV
• 12/2019 → Present
  Ip Financial Advisory Services
  Charlotte, NC

Previous Registrations

• 2012-06-05 → 2014-07-02
  Securities America Advisors, Inc.
  Reno, NV
  Reno, NV
  Sacramento, CA
  Reno, NV
• 2010-04-19 → 2012-04-04
  Edward Jones
  Sparks, NV
  Spanish Springs, NV
  St Louis, MO

Other Businesses

INSURANCE AGENT - SALES GREINIER GROUP - FIXED LIFE INSURANCE SALES MATTHEW LEE GREINER - LIFE INSURANCE AGENT, LIFE INSURANCE SALES, RECEIVE COMMISSIONS FROM THE SALE OF FIXED LIFE PRODUCTS,AGENT, TIME SPENT 5% DURING REGULAR BUSINESS HOURS. Nevada Air National Guard - 2015 to Present - Photo Journalist - Receive monthly compensation, 16 hours per month is devoted to this activity outside of normal business hours. Matts Photo Factory - Photography Business July/2019 - Non investment related -4 to 8 hours weeek Innovation Partners LLC - Registered Representative - investment related - operate during business hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-04-16