Brian Cvetkovski

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

• 06/2013 → 04/2017
  Mass Mutual
  Southfield, MI
• 08/2013 → 04/2017
  Mml Investors Services
  Southfield, MI
• 04/2017 → Present
  Innovation Partners Llc
  Charlotte, NC
• 01/2021 → Present
  Ip Financial Advisory Services, Llc
  Charlotte, NC

Other Businesses

(1) Brian CvetKovski - Independent Insurance Agent Fixed Life - 02/2013 to present - Fixed Life, health and disability - Non-investment related Operate during normal business hours. Receive commissions___ (2) Cvetkovski Financial LLc -DBA - 2017 to present - Fixed Life Business, employee benefits, disability insurance, longterm care, fixed annuities - Owner - operate during busienss hours up to 40 hours per week.___

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-23
• S63 Uniform Securities Agent State Law Examination
  2014-03-29

Other Names

• Brian Cvetkovski
• Brianc Cvetkovski