Daniel Keith Beech

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

• 05/2016 → Present
  Western International Securities, Inc.
  Pasadena, CA
• 03/2022 → 07/2024
  Innovation Partners, Llc
  Charlotte, NC
• 03/2022 → 09/2024
  Ip Financial Advisory Services, Llc
  Charlotte, NC

Previous Registrations

• 2017-11-22 → 2022-03-09
  Western International Securities, Inc.
  Sherman Oaks, CA
  Crystal Bay, NV
  Westlake Village, CA
  Westlake Village, CA

Other Businesses

1) Life and Variable Insurance; Investment-Related; Agent 2) Simple Property, Inc.; Investment-Related; 2060-D E. Avenida De Los Arboles, Ste. 112, Thousand Oaks, CA 91362; Commercial & Residential Lending 3) Estate Planning Team; Investment-Related; Estate and Tax Planning Strategies and Investments 4) Simple Wealth; Investment-Related; DBA for Securities Business 5) Family Health Care Resources. Board Member. Begin date: 7/11/2023. Non-profit food pantry, low income health assistance and social assistance for the elderly. www.fhcr.info. 3434 Whittier Blvd., Los Angeles, CA 90023. 6) Simple Wealth. Author. Begin date: 07/11/2023. Publish a book about investment philosphy and services. 7) Beechwerks Management. Address: 2060D Ave de los Arboles #112, Thousand Oaks, CA 91362. Nature of business: Management Consultant. He is the owner and will dedicate 3 hours per week to this activity. No hours will occur during the firm's business hours. 8) Simple Wealth LLC. Address: 2060D Ave de los Arboles #112, Thousand Oaks, CA 91362. Nature of business: entity for Simple Wealth - DBA. he is he owner and will dedicate 40+ hours per week on this activity. Yes hours will occur during the firm's business hours - normal financial advisor's duties. 9) Name of Business: Cupify Investment-Related Nature: No Address of the Other Business: Thousand Oaks, CA Nature of the Other Business: Online Retail Sales Position, Title, or Relationship: Owner Start Date of the Relationship: 09/2024 Approximate Number of Hours per Month Devoted: 3/week

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-11-19
• S63 Uniform Securities Agent State Law Examination
  2014-03-01

Other Names

• Daniel K. Beech